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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
501
Bestgate Wealth Advisors
Maryland
$294K -$49K -585 -14%
CFM
502
Cornerstone Financial Management
Massachusetts
$292K +$335 +4 +0.1%
GA
503
Greenspring Advisors
Maryland
$291K – – –
RIG
504
RiverFront Investment Group
Virginia
$291K +$296K +3,534 New
CM
505
Columbus Macro
Pennsylvania
$290K +$14.5K +173 +5%
KFI
506
Key Financial Inc
Pennsylvania
$288K – – –
ULWM
507
Upper Left Wealth Management
Florida
$288K +$3.02K +36 +1%
LL
508
LPWM LLC
Minnesota
$287K +$14.5K +173 +5%
SSW
509
Stone Summit Wealth
Florida
$287K -$2.09K -25 -0.7%
TCOV
510
Trust Company of Vermont
Vermont
$287K +$292K +3,483 New
CI
511
Ceera Investments
Texas
$286K – – –
MFG
512
Mosaic Financial Group
Illinois
$282K +$27.2K +325 +10%
RFP
513
Root Financial Partners
California
$279K +$182K +2,171 +178%
DWM
514
Diversify Wealth Management
Utah
$277K +$837 +10 +0.3%
DAS
515
Diversify Advisory Services
Utah
$277K +$278K +3,323 New
FFA
516
Frazier Financial Advisors
Ohio
$276K – – –
FOFP
517
Fee-Only Financial Planning
South Carolina
$276K – – –
EFS
518
Essex Financial Services
Connecticut
$275K +$16.2K +193 +6%
DTC
519
Davidson Trust Company
Washington
$274K – – –
SAG
520
Sentinel Advisory Group
Wisconsin
$273K +$1.34K +16 +0.5%
Thrivent Financial for Lutherans
521
Thrivent Financial for Lutherans
Minnesota
$269K +$23.4K +280 +9%
RWM
522
Raffa Wealth Management
District of Columbia
$265K -$229K -2,736 -46%
SWM
523
Segment Wealth Management
Texas
$261K – – –
FWI
524
Facet Wealth Inc
Maryland
$260K +$265K +3,163 New
AP
525
Aspect Partners
Virginia
$256K -$19.8M -235,939 -99%