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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
501
Maia Wealth
Colorado
$228K -$30.5K -479 -12%
QCM
502
QRG Capital Management
Illinois
$228K -$954 -15 -0.4%
DFG
503
Dynamic Financial Group
Iowa
$228K +$239K +3,756 New
LL
504
LPWM LLC
Minnesota
$226K -$14K -220 -6%
PWS
505
Peloton Wealth Strategists
Indiana
$226K +$3.82K +60 +2%
KFI
506
Key Financial Inc
Pennsylvania
$226K +$37.7K +593 +19%
BFG
507
Berger Financial Group
Minnesota
$225K -$14.8K -232 -6%
BFG
508
Birch Financial Group
New Hampshire
$224K +$234K +3,681 New
WWM
509
Western Wealth Management
Colorado
$222K -$11.5K -181 -5%
QWM
510
Quadcap Wealth Management
Texas
$222K -$38.3K -602 -14%
CNBT
511
Canandaigua National Bank & Trust
New York
$221K – – –
AFO
512
Aurelius Family Office
New Hampshire
$217K +$227K +3,574 New
FVWA
513
Foster Victor Wealth Advisors
South Carolina
$217K -$18.4K -289 -8%
USWIA
514
UP Strategic Wealth Investment Advisors
Pennsylvania
$217K -$98.2K -1,544 -30%
VA
515
Valmark Advisers
Ohio
$214K -$34.7K -545 -13%
WRPWM
516
Werba Rubin Papier Wealth Management
California
$213K +$572 +9 +0.3%
GT
517
Greenleaf Trust
Michigan
$212K +$222K +3,486 New
OGF
518
Orin Green Financial
California
$211K -$221K -3,479 Closed
PS
519
Pinney & Scofield
Massachusetts
$211K +$221K +3,471 New
MBT
520
Montecito Bank & Trust
California
$210K – – –
NRI
521
NFP Retirement Inc
California
$209K +$4.01K +63 +2%
UCFA
522
United Capital Financial Advisors
Texas
$208K -$51.1K -804 -19%
BAM
523
Belpointe Asset Management
Nevada
$207K -$96.6K -1,519 -33%
ATPW
524
Ashton Thomas Private Wealth
Arizona
$205K +$215K +3,381 New
DWM
525
Diversify Wealth Management
Utah
$204K -$5.72K -90 -3%
19 20
21
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