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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
501
Sigma Planning Corp
Michigan
$250K -$199K -3,478 -46%
FFN
502
Focus Financial Network
Minnesota
$249K -$16.7K -292 -7%
TNA
503
True North Advisors
Texas
$249K +$230K +4,020 New
TFM
504
TFC Financial Management
Massachusetts
$246K +$23.1K +404 +11%
FFA
505
Farther Finance Advisors
California
$245K +$221K +3,861 +4,290%
IFG
506
Independent Financial Group
California
$243K +$224K +3,925 New
Prudential Financial
507
Prudential Financial
New Jersey
$242K -$3.89M -68,131 -95%
HWM
508
HB Wealth Management
Georgia
$241K -$34.2K -599 -13%
VCM
509
Vivaldi Capital Management
Illinois
$240K
BWIA
510
Bryant Woods Investment Advisors
New York
$236K +$217K +3,808 New
AWA
511
Arete Wealth Advisors
Illinois
$235K +$217K +3,802 New
SW
512
Simplicity Wealth
New Jersey
$233K +$215K +3,765 New
GAM
513
Gemmer Asset Management
California
$233K -$36.7K -643 -15%
Betterment LLC
514
Betterment LLC
New York
$232K +$214K +3,750 New
CA
515
Cumberland Advisors
Florida
$232K -$50.3K -880 -19%
WPW
516
Watershed Private Wealth
Illinois
$230K -$103K -1,800 -33%
LW
517
Linscomb Wealth
Texas
$230K +$2.63K +46 +1%
WS
518
Wedbush Securities
California
$229K +$212K +3,708 New
KeyBank National Association
519
KeyBank National Association
Ohio
$228K +$210K +3,684 New
HSA
520
HBK Sorce Advisory
Pennsylvania
$228K -$94.1K -1,647 -31%
GFS
521
GYL Financial Synergies
Connecticut
$227K
MW
522
Maia Wealth
Colorado
$224K +$207K +3,624 New
GJIA
523
Glass Jacobson Investment Advisors
Maryland
$224K -$90.9K -1,591 -31%
VNA
524
Valley National Advisers
Pennsylvania
$224K -$26.6K -465 -11%
FWM
525
Fingerlakes Wealth Management
New York
$219K +$202K +3,543 New