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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
451
Key Financial Inc
Pennsylvania
$247K +$238K +3,963 New
BOS
452
Bingham Osborn & Scarborough
California
$246K +$3.79K +63 +2%
PCA
453
Personal Capital Advisors
California
$242K +$4.57K +76 +2%
BAC
454
Boys Arnold & Co
North Carolina
$238K -$9.01K -150 -4%
TFO
455
Tarbox Family Office
California
$238K – – –
IAN
456
Integrated Advisors Network
Texas
$236K +$227K +3,786 New
PA
457
PFG Advisors
Arizona
$235K -$541 -9 -0.2%
HR
458
Howe & Rusling
New York
$235K +$48.6K +809 +27%
MI
459
Moneywise Inc
Virginia
$233K -$14.4K -239 -6%
CST
460
Charles Schwab Trust
Nevada
$233K – – –
FIM
461
Frontier Investment Management
Texas
$233K +$225K +3,740 New
AAP
462
Arax Advisory Partners
Colorado
$232K +$156K +2,597 +231%
CCM
463
Colorado Capital Management
Colorado
$231K -$8.41K -140 -4%
MF
464
Manchester Financial
California
$231K -$7.33K -122 -3%
SF
465
Synovus Financial
Georgia
$230K -$38.5K -640 -15%
MC
466
Matisse Capital
Oregon
$230K – – –
SCM
467
Stonehearth Capital Management
Massachusetts
$226K +$218K +3,634 New
SIC
468
Samalin Investment Counsel
New York
$225K +$217K +3,614 New
PWS
469
Peloton Wealth Strategists
Indiana
$224K -$1.44M -23,883 -87%
VFA
470
Valeo Financial Advisors
Indiana
$223K +$3.19K +53 +2%
APWM
471
Atlas Private Wealth Management
New York
$222K +$214K +3,558 New
HIS
472
Horizon Investment Services
Indiana
$222K +$214K +3,559 New
FFN
473
Focus Financial Network
Minnesota
$220K +$213K +3,540 New
IAA
474
Independent Advisor Alliance
North Carolina
$219K +$211K +3,517 New
AWM
475
AllSquare Wealth Management
New York
$218K – – –
17 18
19
20 21