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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Vivaldi Capital Management
Illinois
$314K -$15.3K -243 -5%
RSWM
402
Robertson Stephens Wealth Management
California
$313K +$289K +4,584 New
DC
403
Davenport & Co
Virginia
$309K +$8.39K +133 +3%
BFA
404
Beaumont Financial Advisors
Massachusetts
$307K -$15.8K -250 -5%
MSFS
405
Main Street Financial Solutions
Pennsylvania
$307K +$283K +4,489 New
FA
406
FMA Advisory
Pennsylvania
$303K +$1.51K +24 +0.5%
FWM
407
Frontier Wealth Management
Missouri
$300K -$22.1K -351 -7%
BFG
408
Barber Financial Group
Kansas
$298K -$43K -681 -14%
MNBTD
409
Moody National Bank Trust Division
Texas
$298K -$6.82K -108 -2%
CRC
410
Curi RMB Capital
Illinois
$298K
HF
411
HRT Financial
New York
$296K +$274K +4,342 New
AC
412
Apella Capital
Connecticut
$289K +$1.45K +23 +0.5%
WCWM
413
Willow Creek Wealth Management
California
$278K -$2.9K -46 -1%
WANY
414
Wealthspire Advisors (New York)
New York
$278K +$257K +4,072 New
FT
415
Fiduciary Trust
Massachusetts
$277K +$255K +4,048 New
LW
416
Linscomb Wealth
Texas
$276K +$5.81K +92 +2%
MFW
417
Mosaic Family Wealth
Missouri
$273K
T
418
TrueFG
Texas
$272K +$1.96K +31 +0.8%
WTB
419
Washington Trust Bank
Washington
$270K
SIC
420
Samalin Investment Counsel
New York
$270K +$7.89K +125 +3%
SFO
421
Stokes Family Office
Louisiana
$270K +$249K +3,945 New
MFG
422
MidWestOne Financial Group
Iowa
$268K
CBFP
423
Cedar Brook Financial Partners
Ohio
$265K -$29.8K -473 -11%
KWM
424
Kingsview Wealth Management
Oregon
$265K -$5.49K -87 -2%
MA
425
Mutual Advisors
Nebraska
$261K +$379 +6 +0.2%