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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
526
Essex Financial Services
Connecticut
$233K +$217K +3,202 New
ULWM
527
Upper Left Wealth Management
Florida
$231K +$215K +3,174 New
WCWM
528
Willow Creek Wealth Management
California
$231K -$7.45K -110 -3%
CI
529
Ceera Investments
Texas
$229K – – –
DWM
530
Diversify Wealth Management
Utah
$228K -$16.1K -238 -7%
DAS
531
Dynamic Advisor Solutions
Arizona
$225K +$210K +3,102 New
MFG
532
Mosaic Financial Group
Illinois
$224K +$208K +3,077 New
MA
533
MAS Advisors
Florida
$224K +$209K +3,082 New
BFG
534
Berger Financial Group
Minnesota
$220K +$205K +3,031 New
EIP
535
Ellis Investment Partners
Pennsylvania
$220K +$205K +3,028 New
MFF
536
Michels Family Financial
Texas
$220K +$205K +3,026 New
CCM
537
Colorado Capital Management
Colorado
$219K +$204K +3,017 New
S
538
SignatureFD
Georgia
$219K +$1.62K +24 +0.8%
GT
539
Greenleaf Trust
Michigan
$217K +$202K +2,982 New
RTL
540
Red Tortoise LLC
Georgia
$216K +$1.42K +21 +0.7%
Thrivent Financial for Lutherans
541
Thrivent Financial for Lutherans
Minnesota
$213K +$198K +2,932 New
AAS
542
Ameritas Advisory Services
Nebraska
$212K +$198K +2,919 New
CA
543
Claris Advisors
Missouri
$210K +$196K +2,889 New
WCP
544
Wick Capital Partners
Pennsylvania
$208K +$355K +5,248 New
GIA
545
GHP Investment Advisors
Colorado
$207K – – –
NCTC
546
New Covenant Trust Company
Indiana
$207K +$193K +2,853 New
MWM
547
Modern Wealth Management
Kansas
$206K -$50.9K -752 -21%
SFM
548
Signet Financial Management
New Jersey
$206K +$192K +2,833 New
FNA
549
First National Advisers
Nebraska
$204K +$190K +2,800 New
CWP
550
Corepath Wealth Partners
Arizona
$201K +$186K +2,749 New