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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
AllSquare Wealth Management
New York
$388K – – –
FC
402
Forte Capital
New York
$388K – – –
OGF
403
Orin Green Financial
California
$385K – – –
MCM
404
Manchester Capital Management
Vermont
$384K – – –
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$384K +$161K +2,271 +74%
FC
406
Financial Consulate
Maryland
$380K -$12.5K -176 -3%
ECG
407
Edge Capital Group
Georgia
$376K -$27.8K -392 -7%
GC
408
Grimes & Company
Massachusetts
$376K +$371K +5,230 New
CST
409
Charles Schwab Trust
Nevada
$372K -$1.42K -20 -0.4%
RWM
410
Raffa Wealth Management
District of Columbia
$369K +$71 +1 +0%
MFGM
411
Marshall Financial Group (Maryland)
Maryland
$364K +$1.21K +17 +0.3%
TI
412
Trexquant Investment
Connecticut
$361K +$357K +5,027 New
WS
413
Wedbush Securities
California
$357K +$19.1K +269 +6%
SMA
414
Sage Mountain Advisors
Georgia
$347K +$343K +4,835 New
SFS
415
Summit Financial Strategies
Ohio
$346K -$128K -1,802 -27%
VCM
416
Vivaldi Capital Management
Illinois
$333K -$9.72K -137 -3%
SFO
417
Stokes Family Office
Louisiana
$330K +$46.5K +655 +17%
WI
418
Wintrust Investments
Illinois
$330K +$326K +4,594 New
LNC
419
Lincoln National Corp
Pennsylvania
$326K -$547K -7,702 -63%
FA
420
FMA Advisory
Pennsylvania
$319K +$71 +1 +0%
LW
421
Linscomb Wealth
Texas
$319K +$28.5K +401 +10%
DC
422
Davenport & Co
Virginia
$318K -$7.1K -100 -2%
CRC
423
Curi RMB Capital
Illinois
$314K +$284 +4 +0.1%
FWM
424
Frontier Wealth Management
Missouri
$312K -$2.84K -40 -0.9%
HB
425
Homrich & Berg
Georgia
$311K +$308K +4,335 New
15 16
17
18 19