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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
401
Aletheian Wealth Advisors
Washington
$518K -$126K -2,121 -20%
SRC
402
Sage Rhino Capital
California
$518K – – –
AWP
403
Accretive Wealth Partners
New Jersey
$511K -$3.03K -51 -0.6%
SBH
404
Segall Bryant & Hamill
Illinois
$505K – – –
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$501K +$237 +4 +0%
WCF
406
West Coast Financial
California
$498K -$320K -5,385 -39%
KPWG
407
KFA Private Wealth Group
Virginia
$492K +$138K +2,331 +39%
FIA
408
Foundations Investment Advisors
Arizona
$491K -$19.6K -330 -4%
CSWM
409
Cassady Schiller Wealth Management
Ohio
$488K – – –
Lido Advisors
410
Lido Advisors
California
$488K +$161K +2,705 +49%
SWP
411
Stratos Wealth Partners
Ohio
$486K -$35.4K -596 -7%
AM
412
AGF Management
Ontario, Canada
$484K – – –
AAS
413
Annex Advisory Services
Wisconsin
$474K -$45K -758 -9%
SAG
414
SageView Advisory Group
California
$469K +$9.44K +159 +2%
TSS
415
Two Sigma Securities
New York
$456K +$196K +3,306 +76%
HG
416
Harbor Group
New Hampshire
$454K +$101K +1,701 +29%
HR
417
Hardy Reed
Mississippi
$449K – – –
PGFC
418
Peapack-Gladstone Financial Corp
New Jersey
$446K -$1.48K -25 -0.3%
MFT
419
Moisand Fitzgerald Tamayo
Florida
$444K -$4.39K -74 -1%
HL
420
HeadInvest LLC
Maine
$443K – – –
NL
421
NWAM LLC
Washington
$443K -$67.6K -1,139 -13%
IAN
422
Integrated Advisors Network
Texas
$440K -$75K -1,263 -15%
WP
423
WealthShield Partners
North Carolina
$435K -$110K -1,861 -20%
FFM
424
Forum Financial Management
Illinois
$430K -$12.1K -203 -3%
OIA
425
OneDigital Investment Advisors
Kansas
$423K +$3.62K +61 +0.9%