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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
526
Sage Mountain Advisors
Georgia
$148K -$24.7K -460 -15%
SWM
527
Spire Wealth Management
Virginia
$147K +$50.6K +943 +57%
AFS
528
Annapolis Financial Services
Maryland
$142K – – –
FWM
529
Focused Wealth Management
New York
$137K +$130K +2,425 New
AAP
530
Arax Advisory Partners
Colorado
$135K – – –
S
531
SignatureFD
Georgia
$132K +$8.64K +161 +7%
CBT
532
CoreFirst Bank & Trust
Kansas
$131K +$125K +2,324 New
EDRH
533
Edmond de Rothschild Holding
Switzerland
$130K – – –
CIR
534
Clear Investment Research
Georgia
$129K -$2.63K -49 -2%
SIC
535
SJS Investment Consulting
Ohio
$124K -$10.7K -200 -8%
PFM
536
Phillips Financial Management
Indiana
$121K – – –
FCAG
537
First Capital Advisors Group
New Jersey
$120K +$2.47K +46 +2%
SBL
538
Sargent Bickham Lagudis
Colorado
$118K – – –
BTI
539
Blue Trust Inc
Georgia
$114K +$55.9K +1,042 +81%
HT
540
Headlands Technologies
Illinois
$114K +$109K +2,027 New
HB
541
Horizon Bancorp
Indiana
$113K +$108K +2,006 New
TF
542
Tompkins Financial
New York
$109K -$9.45K -176 -8%
GWS
543
Glassman Wealth Services
Virginia
$106K – – –
CS
544
Comerica Securities
Michigan
$106K +$100K +1,871 New
MSCM
545
McElhenny Sheffield Capital Management
Texas
$104K +$98.7K +1,839 New
HI
546
Harbour Investments
Wisconsin
$99.7K +$15.6K +291 +20%
TC
547
Trust Company
Kansas
$94K – – –
PTC
548
Private Trust Company
Ohio
$92K -$267K -4,970 -75%
SSB
549
Sandy Spring Bank
Maryland
$90.9K -$35.9K -669 -29%
MCA
550
Maryland Capital Advisors
Maryland
$84.6K – – –
20 21
22
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