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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFS
501
GYL Financial Synergies
Connecticut
$218K – – –
TFM
502
TFC Financial Management
Massachusetts
$215K +$187K +3,150 +670%
LW
503
Linscomb Wealth
Texas
$215K -$31.1K -524 -13%
IDA
504
Intelligence Driven Advisers
California
$214K +$216K +3,632 New
BFO
505
Boston Family Office
Massachusetts
$214K – – –
QCIG
506
Quad-Cities Investment Group
Iowa
$214K -$11.5K -194 -5%
KF
507
Krilogy Financial
Missouri
$213K -$56.2K -947 -21%
AIP
508
Almanack Investment Partners
Pennsylvania
$213K -$361K -6,081 -63%
FVWA
509
Foster Victor Wealth Advisors
South Carolina
$211K -$5.7K -96 -3%
HCA
510
Harbour Capital Advisors
Virginia
$211K +$209K +3,524 New
IFG
511
Independent Financial Group
California
$210K +$210K +3,534 New
EP
512
Edgestream Partners
New Jersey
$210K +$210K +3,532 New
HCM
513
Hollencrest Capital Management
California
$210K – – –
IA
514
IFP Advisors
Florida
$209K -$287K -4,826 -60%
T
515
TrueFG
Texas
$207K -$6.83K -115 -3%
OGF
516
Orin Green Financial
California
$207K -$111K -1,876 -35%
CPRC
517
Consolidated Portfolio Review Corp
New York
$203K +$202K +3,410 New
WRPWM
518
Werba Rubin Papier Wealth Management
California
$203K +$202K +3,408 New
ACM
519
Advisors Capital Management
New Jersey
$201K +$201K +3,381 New
PCIA
520
Prime Capital Investment Advisors
Kansas
$201K -$12.6K -213 -6%
IWP
521
Icon Wealth Partners
Texas
$200K +$200K +3,362 New
PCM
522
Pointe Capital Management
Michigan
$172K +$172K +2,895 New
RTL
523
Red Tortoise LLC
Georgia
$171K – – –
GIA
524
GHP Investment Advisors
Colorado
$170K – – –
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$166K -$221K -3,726 -57%