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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
451
YHB Investment Advisors
Connecticut
$205K +$190K +3,005 New
UBV
452
United Bank (Virginia)
Virginia
$203K +$188K +2,975 New
MYIA
453
Mount Yale Investment Advisors
Colorado
$201K +$186K +2,941 New
GL
454
Graypoint LLC
New York
$201K +$186K +2,947 New
CAL
455
Capital Advisors Ltd
Ohio
$200K +$126 +2 +0.1%
CSPAM
456
Cary Street Partners Asset Management
Virginia
$200K +$1.19M +18,895 New
CIR
457
Clear Investment Research
Georgia
$194K +$20.8K +329 +13%
WWM
458
Wolff Wiese Magana
California
$190K +$175K +2,779 New
EIP
459
Ellis Investment Partners
Pennsylvania
$184K +$883 +14 +0.5%
RPCA
460
Running Point Capital Advisors
California
$179K +$165K +2,620 New
AFS
461
Annapolis Financial Services
Maryland
$176K +$162K +2,568 New
S
462
SignatureFD
Georgia
$175K +$18.6K +295 +13%
KFI
463
Key Financial Inc
Pennsylvania
$175K +$161K +2,555 New
SBL
464
Sargent Bickham Lagudis
Colorado
$169K +$126 +2 +0.1%
BWM
465
Baystate Wealth Management
Massachusetts
$168K -$26.9K -426 -15%
TFM
466
TFC Financial Management
Massachusetts
$167K +$77.3K +1,225 +101%
AF
467
Advisornet Financial
Minnesota
$149K -$23K -365 -14%
NFG
468
Next Financial Group
Texas
$141K -$25.9K -410 -17%
TCOV
469
Trust Company of Vermont
Vermont
$139K -$49.3K -781 -28%
TC
470
Trust Company
Kansas
$113K – – –
OIM
471
Oder Investment Management
California
$111K +$102K +1,618 New
EC
472
Estate Counselors
Wisconsin
$96K +$88.7K +1,405 New
MFA
473
McClarren Financial Advisors
Pennsylvania
$96K +$88.8K +1,407 New
HFA
474
HC Financial Advisors
California
$93K – – –
FDCDDQ
475
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.5K +$84.5K +1,339 New
17 18
19
20 21