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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LL
476
LPWM LLC
Minnesota
$203K -$15.8K -289 -7%
FWM
477
Fingerlakes Wealth Management
New York
$202K -$12K -219 -5%
FWM
478
Fortress Wealth Management
California
$201K – – –
AAS
479
Annex Advisory Services
Wisconsin
$200K -$233K -4,245 -51%
GIA
480
GHP Investment Advisors
Colorado
$190K +$57.6K +1,050 +37%
CP
481
Castleview Partners
Texas
$172K +$130K +2,373 +207%
TFM
482
TFC Financial Management
Massachusetts
$170K +$10.9K +198 +6%
IWA
483
Icon Wealth Advisors
Texas
$164K +$184K +3,362 New
SMA
484
Sage Mountain Advisors
Georgia
$151K -$53.2K -971 -24%
KFI
485
Key Financial Inc
Pennsylvania
$151K +$21.1K +385 +14%
TWM
486
Tradition Wealth Management
Minnesota
$139K -$112K -2,036 -42%
TSW
487
Thompson Siegel & Walmsley
Virginia
$139K +$42.4K +773 +37%
SC
488
Stephens Consulting
Michigan
$137K +$155K +2,818 New
EIP
489
Ellis Investment Partners
Pennsylvania
$125K +$219 +4 +0.2%
AFS
490
Annapolis Financial Services
Maryland
$123K – – –
SIC
491
SJS Investment Consulting
Ohio
$117K +$131K +2,390 New
AAP
492
Arax Advisory Partners
Colorado
$116K – – –
CIR
493
Clear Investment Research
Georgia
$114K +$3.78K +69 +3%
EDRH
494
Edmond de Rothschild Holding
Switzerland
$112K – – –
SSB
495
Sandy Spring Bank
Maryland
$111K – – –
S
496
SignatureFD
Georgia
$106K +$1.53K +28 +1%
PFM
497
Phillips Financial Management
Indiana
$104K +$117K +2,140 New
SBL
498
Sargent Bickham Lagudis
Colorado
$102K – – –
TF
499
Tompkins Financial
New York
$102K +$9.65K +176 +9%
FCAG
500
First Capital Advisors Group
New Jersey
$102K +$114K +2,081 New
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