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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
426
Foundations Investment Advisors
Arizona
$449K -$165K -2,704 -28%
PWM
427
Partnership Wealth Management
Maryland
$448K +$7.22K +118 +2%
LA
428
Latitude Advisors
Florida
$444K -$3.73K -61 -0.9%
AIM
429
Athena Investment Management
California
$441K – – –
CGPCS
430
Capital Group Private Client Services
California
$434K – – –
FIB
431
First Interstate Bank
Montana
$429K – – –
USCWA
432
U.S. Capital Wealth Advisors
Texas
$429K -$96.3K -1,575 -19%
WPP
433
Whalerock Point Partners
Rhode Island
$424K – – –
BWM
434
Brickley Wealth Management
California
$417K – – –
NB
435
Nicolet Bankshares
Wisconsin
$407K +$21.7K +354 +6%
RJT
436
Raymond James Trust
Florida
$403K -$20.8K -340 -5%
CBFP
437
Cedar Brook Financial Partners
Ohio
$399K +$12.4K +203 +3%
PWMG
438
Pioneer Wealth Management Group
Texas
$399K -$212K -3,469 -36%
CMP
439
Courage Miller Partners
Virginia
$387K -$16K -262 -4%
WI
440
WrapManager Inc
California
$383K -$53K -867 -13%
IAN
441
Integrated Advisors Network
Texas
$380K -$3.92K -64 -1%
BFPW
442
BOK Financial Private Wealth
Colorado
$378K +$73.4K +1,200 +25%
LA
443
LM Advisors
California
$367K +$355K +5,798 New
WWM
444
Western Wealth Management
Colorado
$365K -$10.6K -174 -3%
LSPW
445
Lake Street Private Wealth
Illinois
$362K +$13.9K +228 +4%
CIA
446
Compass Ion Advisors
Pennsylvania
$362K -$24.5K -401 -7%
EWS
447
Evergreen Wealth Solutions
Pennsylvania
$356K – – –
CCA
448
Criterion Capital Advisors
Tennessee
$356K +$12.7K +208 +4%
BAM
449
Belpointe Asset Management
Nevada
$356K -$5.2K -85 -1%
RWM
450
Raffa Wealth Management
District of Columbia
$352K – – –
16 17
18
19 20