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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
451
Moloney Securities Asset Management
Missouri
$336K +$1.37K +23 +0.4%
KCPG
452
Kavar Capital Partners Group
Kansas
$334K – – –
VFA
453
Valeo Financial Advisors
Indiana
$329K -$475 -8 -0.1%
CM
454
Columbus Macro
Pennsylvania
$325K -$3.92K -66 -1%
VNA
455
Valley National Advisers
Pennsylvania
$325K -$42K -708 -12%
MF
456
Meridian Financial
Massachusetts
$322K – – –
AWM
457
AllSquare Wealth Management
New York
$322K – – –
RWM
458
Raffa Wealth Management
District of Columbia
$321K – – –
RJT
459
Raymond James Trust
Florida
$321K -$7.42K -125 -2%
WI
460
Wintrust Investments
Illinois
$316K +$315K +5,306 New
CIC
461
Cutler Investment Counsel
Oregon
$313K -$24.9K -419 -7%
FG
462
Foster Group
Iowa
$311K -$147K -2,471 -32%
TCM
463
Tufton Capital Management
Maryland
$307K -$4.28K -72 -1%
LNC
464
Lincoln National Corp
Pennsylvania
$300K +$19.7K +331 +7%
NB
465
Nicolet Bankshares
Wisconsin
$299K -$16.1K -272 -5%
DWT
466
Dorsey & Whitney Trust
South Dakota
$298K – – –
LSPW
467
Lake Street Private Wealth
Illinois
$293K +$28.3K +477 +11%
PFM
468
Peak Financial Management
Massachusetts
$290K -$38.6K -650 -12%
BFPW
469
BOK Financial Private Wealth
Colorado
$283K – – –
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$281K +$13.6K +229 +5%
HSA
471
HBK Sorce Advisory
Pennsylvania
$281K -$154K -2,587 -35%
SIC
472
Samalin Investment Counsel
New York
$281K -$9.32K -157 -3%
ISWM
473
Independent Solutions Wealth Management
New York
$280K +$279K +4,707 New
CA
474
Cumberland Advisors
Florida
$277K – – –
CCA
475
Cobblestone Capital Advisors
New York
$277K – – –
17 18
19
20 21