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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
UL
376
Unionview LLC
Washington
$609K +$21.1K +394 +4%
AFG
377
Allegheny Financial Group
Pennsylvania
$606K +$187K +3,480 +48%
FFG
378
Fullen Financial Group
Ohio
$600K – – –
OMC
379
Old Mission Capital
Illinois
$596K +$566K +10,550 New
1WM
380
1900 Wealth Management
Texas
$591K -$47K -875 -8%
BB
381
Busey Bank
Illinois
$591K – – –
CW
382
Connectus Wealth
Ohio
$576K -$5.31K -99 -1%
RLWM
383
RF&L Wealth Management
Massachusetts
$568K +$540K +10,065 New
DACG
384
Donor Advised Charitable Giving
California
$557K – – –
LG
385
LAM Group
Oregon
$553K +$525K +9,785 New
SLT
386
St Louis Trust
Missouri
$547K -$280K -5,212 -35%
AIP
387
Almanack Investment Partners
Pennsylvania
$545K +$518K +9,656 New
TP
388
Tranquility Partners
Tennessee
$533K +$265K +4,928 +109%
PCA
389
Personal Capital Advisors
California
$533K +$11.8K +220 +2%
PWPS
390
Pinnacle Wealth Planning Services
Ohio
$531K -$20.9K -390 -4%
IA
391
IFP Advisors
Florida
$527K +$75.7K +1,411 +21%
AOWM
392
Alpha Omega Wealth Management
Virginia
$525K – – –
CGPCS
393
Capital Group Private Client Services
California
$524K – – –
VWA
394
Visionary Wealth Advisors
Illinois
$519K +$75K +1,397 +18%
APWM
395
Argonautica Private Wealth Management
Massachusetts
$519K +$493K +9,184 New
WP
396
WealthShield Partners
North Carolina
$518K -$100K -1,872 -17%
MFGM
397
Marshall Financial Group (Maryland)
Maryland
$516K +$146K +2,719 +42%
AWE
398
Avidian Wealth Enterprises
Texas
$514K -$752 -14 -0.2%
CBFP
399
Cedar Brook Financial Partners
Ohio
$509K +$190K +3,536 +65%
PA
400
Parallel Advisors
California
$509K -$14K -261 -3%
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