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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
501
Werba Rubin Papier Wealth Management
California
$237K +$225K +3,502 New
FWM
502
Fingerlakes Wealth Management
New York
$236K – – –
OGF
503
Orin Green Financial
California
$236K – – –
MBT
504
Montecito Bank & Trust
California
$235K +$223K +3,465 New
WWWM
505
White Wing Wealth Management
Texas
$232K -$124K -1,920 -36%
GAM
506
Gemmer Asset Management
California
$231K -$2.38K -37 -1%
SW
507
Simplicity Wealth
New Jersey
$229K -$4.15M -64,526 -95%
NRI
508
NFP Retirement Inc
California
$229K +$218K +3,384 New
FOFP
509
Fee-Only Financial Planning
South Carolina
$227K – – –
DWM
510
Diversify Wealth Management
Utah
$224K +$227K +3,522 New
EIP
511
Ellis Investment Partners
Pennsylvania
$222K – – –
FFA
512
Frazier Financial Advisors
Ohio
$221K +$1.54K +24 +0.7%
GHA
513
Granite Harbor Advisors
Texas
$221K – – –
ERIC
514
Eagle Rock Investment Company
Georgia
$221K +$210K +3,268 New
PWMG
515
Pioneer Wealth Management Group
Texas
$217K -$75K -1,166 -27%
SAI
516
Savvy Advisors Inc
New York
$216K -$77.7K -1,208 -28%
WCWM
517
Willow Creek Wealth Management
California
$215K +$204K +3,173 New
DWS
518
Discipline Wealth Solutions
South Carolina
$214K +$203K +3,160 New
CI
519
Ceera Investments
Texas
$213K +$203K +3,150 New
HCC
520
Hirtle Callaghan & Co
Pennsylvania
$213K +$203K +3,150 New
KFI
521
Key Financial Inc
Pennsylvania
$212K – – –
FCP
522
Fidelis Capital Partners
Florida
$211K +$213K +3,316 New
AG
523
Ascent Group
Virginia
$209K -$20K -311 -9%
GGS
524
Galvin Gaustad & Stein
Arizona
$208K -$12.9K -200 -6%
CA
525
Cumberland Advisors
Florida
$207K -$26.4K -410 -12%
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