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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
451
Icon Wealth Partners
Texas
$242K – – –
CAG
452
Csenge Advisory Group
Florida
$241K +$231K +3,251 New
B
453
Bridgeworth
Alabama
$240K +$355 +5 +0.1%
T
454
TrueFG
Texas
$238K -$47.1K -664 -17%
GSIS
455
Global Strategic Investment Solutions
Arizona
$238K +$235K +3,308 New
MAM
456
Madison Asset Management
Wisconsin
$237K – – –
CSPAM
457
Cary Street Partners Asset Management
Virginia
$232K +$21.3K +300 +2%
BOS
458
Bingham Osborn & Scarborough
California
$231K – – –
IF
459
Intrua Financial
Texas
$230K +$217K +3,052 New
WCWM
460
Willow Creek Wealth Management
California
$228K -$63.9K -900 -22%
CCM
461
Colorado Capital Management
Colorado
$227K – – –
OPWM
462
Oakwell Private Wealth Management
Texas
$221K -$11.7K -165 -5%
EPWM
463
Essex Private Wealth Management
Massachusetts
$221K – – –
TNB
464
TCF National Bank
South Dakota
$220K +$142 +2 +0.1%
BPA
465
Beacon Pointe Advisors
California
$219K +$218K +3,076 New
UBV
466
United Bank (Virginia)
Virginia
$214K – – –
EDRH
467
Edmond de Rothschild Holding
Switzerland
$214K +$211K +2,977 New
CS
468
Comerica Securities
Michigan
$213K -$1.37M -19,263 -87%
LFF
469
Level Four Financial
Texas
$213K -$32.1K -452 -13%
CIR
470
Clear Investment Research
Georgia
$213K +$8.87K +125 +4%
LFA
471
Legacy Financial Advisors
Kentucky
$212K +$209K +2,950 New
MYIA
472
Mount Yale Investment Advisors
Colorado
$211K – – –
CAL
473
Capital Advisors Ltd
Ohio
$210K – – –
FCFC
474
First Commonwealth Financial Corp
Pennsylvania
$210K +$207K +2,922 New
LA
475
Latitude Advisors
Florida
$210K +$209K +2,945 New
17 18
19
20 21