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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
426
Samalin Investment Counsel
New York
$310K +$26.2K +369 +9%
MNBTD
427
Moody National Bank Trust Division
Texas
$309K -$3.62K -51 -1%
BFG
428
Barber Financial Group
Kansas
$308K -$5.25K -74 -2%
FWP
429
FAS Wealth Partners
Kansas
$306K -$40.3K -568 -12%
CPIG
430
Chicago Partners Investment Group
Illinois
$305K +$286K +4,030 New
AWA
431
Arete Wealth Advisors
Illinois
$303K -$42.8K -603 -12%
AC
432
Apella Capital
Connecticut
$302K -$1.63K -23 -0.5%
LL
433
LPWM LLC
Minnesota
$300K +$30.2K +425 +12%
SF
434
Summit Financial
New Jersey
$294K +$291K +4,096 New
MBT
435
Montecito Bank & Trust
California
$294K -$128K -1,800 -31%
FT
436
Fiduciary Trust
Massachusetts
$291K – – –
SWA
437
Stratos Wealth Advisors
Ohio
$291K +$39.4K +555 +16%
MFG
438
MidWestOne Financial Group
Iowa
$282K – – –
FFN
439
Focus Financial Network
Minnesota
$278K +$8.09K +114 +3%
Qube Research & Technologies (QRT)
440
Qube Research & Technologies (QRT)
United Kingdom
$275K +$271K +3,823 New
PWMAG
441
Pinnacle Wealth Management Advisory Group
New Jersey
$272K – – –
SMC
442
Smith, Moore & Co
Missouri
$269K – – –
WI
443
WrapManager Inc
California
$267K -$1.49K -21 -0.6%
MC
444
Matisse Capital
Oregon
$265K – – –
AWM
445
Altium Wealth Management
New York
$261K +$258K +3,639 New
EIA
446
Edgemoor Investment Advisors
Maryland
$257K – – –
MPW
447
Monterey Private Wealth
California
$253K +$237K +3,343 New
UWM
448
USAdvisors Wealth Management
Minnesota
$246K +$243K +3,419 New
KWM
449
Kingsview Wealth Management
Oregon
$245K -$36.5K -514 -13%
DAS
450
Dynamic Advisor Solutions
Arizona
$245K +$242K +3,404 New