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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
526
Aurelius Family Office
New Hampshire
$251K – – –
PCM
527
Prospera Capital Management
Arizona
$251K +$248K +2,959 New
LW
528
Linscomb Wealth
Texas
$250K -$36.1K -431 -12%
NP
529
NorthRock Partners
Minnesota
$248K -$754 -9 -0.3%
CCM
530
Colorado Capital Management
Colorado
$248K – – –
XT
531
XTX Topco
Cayman Islands
$248K +$252K +3,013 New
MAS
532
Meeder Advisory Services
Ohio
$247K +$251K +2,998 New
MFF
533
Michels Family Financial
Texas
$244K +$1.34K +16 +0.5%
HCA
534
Heck Capital Advisors
Wisconsin
$244K – – –
WJWM
535
Williams Jones Wealth Management
New York
$242K – – –
RSWM
536
Robertson Stephens Wealth Management
California
$238K – – –
CA
537
Claris Advisors
Missouri
$238K – – –
WRPWM
538
Werba Rubin Papier Wealth Management
California
$236K +$2.68K +32 +1%
SPC
539
Sigma Planning Corp
Michigan
$235K -$30.3K -362 -11%
GIA
540
GHP Investment Advisors
Colorado
$234K – – –
BFG
541
Berger Financial Group
Minnesota
$228K +$419 +5 +0.2%
NA
542
Note Advisors
New York
$227K -$502 -6 -0.2%
CWP
543
Corepath Wealth Partners
Arizona
$227K – – –
GHA
544
Granite Harbor Advisors
Texas
$227K – – –
MWM
545
Maltin Wealth Management
New Jersey
$226K -$54.7K -653 -19%
VWA
546
Vistica Wealth Advisors
California
$226K – – –
GSC
547
Ground Swell Capital
South Carolina
$223K +$227K +2,715 New
MF
548
Montis Financial
Massachusetts
$220K +$2.09K +25 +0.9%
NGA
549
Naples Global Advisors
Florida
$218K – – –
SIC
550
SJS Investment Consulting
Ohio
$217K -$12.1K -144 -5%
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