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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FNA
526
First National Advisers
Nebraska
$215K – – –
CWP
527
Corepath Wealth Partners
Arizona
$214K – – –
BFG
528
Berger Financial Group
Minnesota
$213K -$18.7K -250 -8%
FFA
529
Fi3 Financial Advisors
Indiana
$213K -$329K -4,393 -61%
SPP
530
Single Point Partners
Massachusetts
$211K -$53.6K -716 -21%
SAM
531
Synergy Asset Management
Washington
$210K +$205K +2,743 New
CA
532
Claris Advisors
Missouri
$210K – – –
AF
533
Advisornet Financial
Minnesota
$207K -$2.17K -29 -1%
MF
534
Montis Financial
Massachusetts
$205K -$95.5K -1,277 -32%
NCTC
535
New Covenant Trust Company
Indiana
$203K -$15.2K -203 -7%
NGA
536
Naples Global Advisors
Florida
$203K +$198K +2,648 New
FWM
537
Fingerlakes Wealth Management
New York
$202K +$197K +2,636 New
CW
538
Curio Wealth
Maryland
$193K – – –
TFM
539
TFC Financial Management
Massachusetts
$193K -$1.95K -26 -1%
PFM
540
Phillips Financial Management
Indiana
$179K – – –
CAL
541
Capital Advisors Ltd
Ohio
$175K +$15.4K +206 +10%
SIC
542
SJS Investment Consulting
Ohio
$175K – – –
CIR
543
Clear Investment Research
Georgia
$166K +$150 +2 +0.1%
NRWA
544
North Ridge Wealth Advisors
Oregon
$165K +$161K +2,157 New
AGWCA
545
Annis Gardner Whiting Capital Advisors
Florida
$162K – – –
SMA
546
Sage Mountain Advisors
Georgia
$159K – – –
LAMC
547
Longview Asset Management (California)
California
$156K – – –
HWP
548
Highline Wealth Partners
California
$153K – – –
GI
549
GAMMA Investing
California
$151K +$48.7K +651 +50%
SWM
550
Spire Wealth Management
Virginia
$145K – – –
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