We are live on ! Find out more
SCZ icon

iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
476
Fingerlakes Wealth Management
New York
$202K -$12K -219 -5%
FWM
477
Fortress Wealth Management
California
$201K – – –
AAS
478
Annex Advisory Services
Wisconsin
$200K -$233K -4,245 -51%
GIA
479
GHP Investment Advisors
Colorado
$190K +$57.6K +1,050 +37%
CP
480
Castleview Partners
Texas
$172K +$130K +2,373 +207%
TFM
481
TFC Financial Management
Massachusetts
$170K +$10.9K +198 +6%
IWA
482
Icon Wealth Advisors
Texas
$164K +$184K +3,362 New
SMA
483
Sage Mountain Advisors
Georgia
$151K -$53.2K -971 -24%
KFI
484
Key Financial Inc
Pennsylvania
$151K +$21.1K +385 +14%
TWM
485
Tradition Wealth Management
Minnesota
$139K -$112K -2,036 -42%
TSW
486
Thompson Siegel & Walmsley
Virginia
$139K +$42.4K +773 +37%
SC
487
Stephens Consulting
Michigan
$137K +$155K +2,818 New
EIP
488
Ellis Investment Partners
Pennsylvania
$125K +$219 +4 +0.2%
AFS
489
Annapolis Financial Services
Maryland
$123K – – –
SIC
490
SJS Investment Consulting
Ohio
$117K +$131K +2,390 New
AAP
491
Arax Advisory Partners
Colorado
$116K – – –
CIR
492
Clear Investment Research
Georgia
$114K +$3.78K +69 +3%
EDRH
493
Edmond de Rothschild Holding
Switzerland
$112K – – –
SSB
494
Sandy Spring Bank
Maryland
$111K – – –
S
495
SignatureFD
Georgia
$106K +$1.53K +28 +1%
PFM
496
Phillips Financial Management
Indiana
$104K +$117K +2,140 New
SBL
497
Sargent Bickham Lagudis
Colorado
$102K – – –
TF
498
Tompkins Financial
New York
$102K +$9.65K +176 +9%
FCAG
499
First Capital Advisors Group
New Jersey
$102K +$114K +2,081 New
LPP
500
Life Planning Partners
Florida
$99.8K – – –
18 19
20
21 22