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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
501
Linscomb Wealth
Texas
$272K -$20.2K -249 -7%
ULWM
502
Upper Left Wealth Management
Florida
$271K -$7.24K -89 -3%
DWM
503
Diversify Wealth Management
Utah
$271K +$20.8K +256 +8%
MWM
504
Maltin Wealth Management
New Jersey
$267K
FCH
505
Freestone Capital Holdings
Washington
$265K -$56.1K -690 -17%
CM
506
Columbus Macro
Pennsylvania
$263K -$26.5K -326 -9%
FFA
507
Frazier Financial Advisors
Ohio
$263K
FOFP
508
Fee-Only Financial Planning
South Carolina
$263K
DTC
509
Davidson Trust Company
Washington
$261K +$271K +3,335 New
LL
510
LPWM LLC
Minnesota
$260K -$81 -1 -0%
TWM
511
Thryve Wealth Management
Texas
$260K -$43.5K -535 -14%
SAG
512
Sentinel Advisory Group
Wisconsin
$259K +$269K +3,307 New
Tudor Investment Corp
513
Tudor Investment Corp
Connecticut
$256K +$266K +3,270 New
FVWA
514
Foster Victor Wealth Advisors
South Carolina
$256K -$40.2K -495 -14%
Wealthfront Advisers
515
Wealthfront Advisers
California
$253K -$2.03K -25 -0.8%
SPC
516
Sigma Planning Corp
Michigan
$252K -$6.5K -80 -2%
SWM
517
Segment Wealth Management
Texas
$249K -$143K -1,760 -36%
AAS
518
Annex Advisory Services
Wisconsin
$249K -$19.6K -241 -7%
EFS
519
Essex Financial Services
Connecticut
$247K -$4.47K -55 -2%
CA
520
CoreCap Advisors
Michigan
$243K -$894 -11 -0.4%
MFG
521
Mosaic Financial Group
Illinois
$243K -$3.25K -40 -1%
AFO
522
Aurelius Family Office
New Hampshire
$239K
NP
523
NorthRock Partners
Minnesota
$237K +$246K +3,027 New
CCM
524
Colorado Capital Management
Colorado
$237K
KF
525
Krilogy Financial
Missouri
$237K +$229K +2,819 New