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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
501
Boston Family Office
Massachusetts
$212K – – –
HCM
502
Hollencrest Capital Management
California
$208K – – –
T
503
TrueFG
Texas
$207K +$1.55K +26 +0.7%
FVWA
504
Foster Victor Wealth Advisors
South Carolina
$206K – – –
OGF
505
Orin Green Financial
California
$205K – – –
QCIG
506
Quad-Cities Investment Group
Iowa
$204K -$7.83K -131 -4%
ACM
507
Advisors Capital Management
New Jersey
$202K +$3.11K +52 +2%
WRPWM
508
Werba Rubin Papier Wealth Management
California
$201K – – –
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$200K +$36.2K +606 +22%
TFM
510
TFC Financial Management
Massachusetts
$200K -$14.1K -235 -6%
IWP
511
Icon Wealth Partners
Texas
$198K – – –
GIA
512
GHP Investment Advisors
Colorado
$170K – – –
RTL
513
Red Tortoise LLC
Georgia
$169K +$239 +4 +0.1%
CIA
514
Choate Investment Advisors
Massachusetts
$161K +$138K +2,300 +537%
SWM
515
Spire Wealth Management
Virginia
$157K +$5.98K +100 +4%
IA
516
IFP Advisors
Florida
$154K -$35.8K -598 -19%
AFS
517
Annapolis Financial Services
Maryland
$149K – – –
CIR
518
Clear Investment Research
Georgia
$146K +$10.7K +179 +8%
AAP
519
Arax Advisory Partners
Colorado
$143K +$2.27K +38 +2%
FWM
520
Focused Wealth Management
New York
$143K – – –
TPCW
521
TD Private Client Wealth
New York
$140K +$139K +2,323 +4,383%
S
522
SignatureFD
Georgia
$137K -$13K -218 -9%
SIC
523
SJS Investment Consulting
Ohio
$129K – – –
PFM
524
Phillips Financial Management
Indiana
$126K – – –
SMA
525
Sage Mountain Advisors
Georgia
$125K – – –