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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
401
Atlas Private Wealth Management
New York
$504K -$2.42K -45 -0.5%
SWP
402
Stratos Wealth Partners
Ohio
$495K +$19.1K +356 +4%
AAS
403
Annex Advisory Services
Wisconsin
$493K +$248K +4,619 +113%
SRC
404
Sage Rhino Capital
California
$491K – – –
IAN
405
Integrated Advisors Network
Texas
$489K -$6.71K -125 -1%
AWP
406
Accretive Wealth Partners
New Jersey
$488K +$464K +8,637 New
FIA
407
Foundations Investment Advisors
Arizona
$484K +$208K +3,883 +83%
NL
408
NWAM LLC
Washington
$484K +$460K +8,574 New
SBH
409
Segall Bryant & Hamill
Illinois
$479K -$193K -3,600 -30%
CSPIA
410
Cary Street Partners Investment Advisory
Virginia
$475K -$51.9K -966 -10%
USCWA
411
U.S. Capital Wealth Advisors
Texas
$472K +$448K +8,351 New
WI
412
WrapManager Inc
California
$471K -$3.38K -63 -0.7%
CSWM
413
Cassady Schiller Wealth Management
Ohio
$463K – – –
AM
414
AGF Management
Ontario, Canada
$460K +$437K +8,140 New
LFA
415
Legacy Financial Advisors
Kentucky
$456K +$148K +2,764 +52%
SAG
416
SageView Advisory Group
California
$436K +$414K +7,717 New
FG
417
Foster Group
Iowa
$435K -$8.05K -150 -2%
HR
418
Hardy Reed
Mississippi
$426K – – –
MFT
419
Moisand Fitzgerald Tamayo
Florida
$426K -$54 -1 -0%
PGFC
420
Peapack-Gladstone Financial Corp
New Jersey
$425K – – –
HL
421
HeadInvest LLC
Maine
$420K – – –
FFM
422
Forum Financial Management
Illinois
$420K – – –
HSA
423
HBK Sorce Advisory
Pennsylvania
$413K +$393K +7,314 New
SSW
424
Stone Summit Wealth
Florida
$408K -$74.1K -1,380 -16%
LA
425
Latitude Advisors
Florida
$407K +$22.6K +421 +6%
15 16
17
18 19