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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
451
Glass Jacobson Investment Advisors
Maryland
$327K +$331K +5,541 New
WPW
452
Watershed Private Wealth
Illinois
$325K +$330K +5,514 New
VNA
453
Valley National Advisers
Pennsylvania
$325K +$8.67K +145 +3%
RWM
454
Raffa Wealth Management
District of Columbia
$324K +$5.38K +90 +2%
CFO
455
Collective Family Office
Pennsylvania
$323K -$39.9K -667 -11%
MF
456
Meridian Financial
Massachusetts
$320K +$658 +11 +0.2%
LSPW
457
Lake Street Private Wealth
Illinois
$319K +$29.1K +486 +10%
AWM
458
AllSquare Wealth Management
New York
$317K – – –
CM
459
Columbus Macro
Pennsylvania
$315K -$16.1K -269 -5%
DCM
460
Dupont Capital Management
Delaware
$314K -$1.06M -17,679 -77%
WI
461
Wintrust Investments
Illinois
$309K -$3.89K -65 -1%
TCM
462
Tufton Capital Management
Maryland
$305K – – –
PFM
463
Peak Financial Management
Massachusetts
$294K +$6.22K +104 +2%
HSA
464
HBK Sorce Advisory
Pennsylvania
$293K +$14.7K +245 +5%
SIC
465
Samalin Investment Counsel
New York
$291K +$12.6K +211 +4%
BFA
466
Beaumont Financial Advisors
Massachusetts
$291K +$295K +4,928 New
FG
467
Foster Group
Iowa
$286K -$22.5K -377 -7%
CTC
468
Central Trust Company
Missouri
$285K +$289K +4,830 New
PCIA
469
Prime Capital Investment Advisors
Kansas
$282K +$84.3K +1,410 +42%
BFPW
470
BOK Financial Private Wealth
Colorado
$281K – – –
SWA
471
Stratos Wealth Advisors
Ohio
$281K +$35.3K +591 +14%
ECM
472
Evergreen Capital Management
Washington
$277K +$13.9K +232 +5%
CA
473
Cumberland Advisors
Florida
$275K – – –
CCA
474
Cobblestone Capital Advisors
New York
$274K – – –
FFN
475
Focus Financial Network
Minnesota
$268K +$5.44K +91 +2%
17 18
19
20 21