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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
501
Greenspring Advisors
Maryland
$291K
RIG
502
RiverFront Investment Group
Virginia
$291K +$296K +3,534 New
CM
503
Columbus Macro
Pennsylvania
$290K +$14.5K +173 +5%
KFI
504
Key Financial Inc
Pennsylvania
$288K
ULWM
505
Upper Left Wealth Management
Florida
$288K +$3.02K +36 +1%
LL
506
LPWM LLC
Minnesota
$287K +$14.5K +173 +5%
SSW
507
Stone Summit Wealth
Florida
$287K -$2.09K -25 -0.7%
TCOV
508
Trust Company of Vermont
Vermont
$287K +$292K +3,483 New
CI
509
Ceera Investments
Texas
$286K
MFG
510
Mosaic Financial Group
Illinois
$282K +$27.2K +325 +10%
RFP
511
Root Financial Partners
California
$279K +$182K +2,171 +178%
DWM
512
Diversify Wealth Management
Utah
$277K +$837 +10 +0.3%
DAS
513
Diversify Advisory Services
Utah
$277K +$278K +3,323 New
FFA
514
Frazier Financial Advisors
Ohio
$276K
FOFP
515
Fee-Only Financial Planning
South Carolina
$276K
EFS
516
Essex Financial Services
Connecticut
$275K +$16.2K +193 +6%
DTC
517
Davidson Trust Company
Washington
$274K
SAG
518
Sentinel Advisory Group
Wisconsin
$273K +$1.34K +16 +0.5%
Thrivent Financial for Lutherans
519
Thrivent Financial for Lutherans
Minnesota
$269K +$23.4K +280 +9%
RWM
520
Raffa Wealth Management
District of Columbia
$265K -$229K -2,736 -46%
SWM
521
Segment Wealth Management
Texas
$261K
FWI
522
Facet Wealth Inc
Maryland
$260K +$265K +3,163 New
AP
523
Aspect Partners
Virginia
$256K -$19.8M -235,939 -99%
FVWA
524
Foster Victor Wealth Advisors
South Carolina
$254K +$837 +10 +0.3%
CA
525
CoreCap Advisors
Michigan
$253K -$2.43K -29 -0.9%