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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
401
Robertson Stephens Wealth Management
California
$600K +$28.2K +380 +5%
MSCM
402
McElhenny Sheffield Capital Management
Texas
$596K +$286K +3,851 +90%
SF
403
Synovus Financial
Georgia
$587K +$17.1K +230 +3%
AOWM
404
Alpha Omega Wealth Management
Virginia
$577K +$12K +162 +2%
SI
405
Stephens Inc
Arkansas
$567K +$93K +1,252 +19%
WCWM
406
Wooster Corthell Wealth Management
Connecticut
$562K -$13.1K -176 -2%
FFM
407
Forum Financial Management
Illinois
$560K +$568K +7,655 New
GGS
408
Galvin Gaustad & Stein
Arizona
$559K +$1.56K +21 +0.3%
BC
409
Burleson & Co
California
$557K -$37.3K -502 -6%
PGFC
410
Peapack-Gladstone Financial Corp
New Jersey
$550K – – –
MFT
411
Moisand Fitzgerald Tamayo
Florida
$550K +$223 +3 +0%
VVP
412
Venture Visionary Partners
Ohio
$545K -$65.4K -881 -11%
5L
413
55I LLC
Massachusetts
$545K +$78K +1,051 +16%
FIB
414
First Interstate Bank
Montana
$542K – – –
DWM
415
Dakota Wealth Management
Florida
$541K -$17.4K -235 -3%
VFA
416
Voya Financial Advisors
Connecticut
$536K -$39.3K -529 -7%
CA
417
Cetera Advisors
Colorado
$532K -$52.5K -707 -9%
LNC
418
Lincoln National Corp
Pennsylvania
$529K +$141K +1,898 +36%
HL
419
HeadInvest LLC
Maine
$523K +$58.7K +790 +12%
BSWA
420
Bromfield Sneider Wealth Advisors
Massachusetts
$523K +$532K +7,162 New
SFS
421
Summit Financial Strategies
Ohio
$520K +$77.1K +1,038 +17%
PPA
422
Parametric Portfolio Associates
Washington
$518K -$552K -7,440 -51%
FF
423
Financial Futures
New Jersey
$515K +$523K +7,044 New
YIA
424
YHB Investment Advisors
Connecticut
$512K +$106K +1,431 +26%
LF
425
Lee Financial
Texas
$499K +$15.7K +212 +3%
15 16
17
18 19