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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
526
Krilogy Financial
Missouri
$237K +$229K +2,819 New
RTL
527
Red Tortoise LLC
Georgia
$235K – – –
Thrivent Financial for Lutherans
528
Thrivent Financial for Lutherans
Minnesota
$234K – – –
ICMM
529
Integrated Capital Management (Michigan)
Michigan
$233K -$85.4K -1,050 -26%
HCA
530
Heck Capital Advisors
Wisconsin
$232K +$241K +2,960 New
OIA
531
OneDigital Investment Advisors
Kansas
$232K -$244 -3 -0.1%
MFF
532
Michels Family Financial
Texas
$231K -$3.01K -37 -1%
WJWM
533
Williams Jones Wealth Management
New York
$230K +$239K +2,938 New
CWP
534
Corepath Wealth Partners
Arizona
$228K – – –
RSWM
535
Robertson Stephens Wealth Management
California
$227K +$81 +1 +0%
CA
536
Claris Advisors
Missouri
$227K – – –
USCWA
537
U.S. Capital Wealth Advisors
Texas
$226K – – –
FFA
538
Fi3 Financial Advisors
Indiana
$225K -$1.22M -15,004 -84%
GIA
539
GHP Investment Advisors
Colorado
$223K – – –
WRPWM
540
Werba Rubin Papier Wealth Management
California
$223K -$57.6K -708 -20%
HAG
541
HighPoint Advisor Group
Illinois
$221K -$25.1K -309 -10%
SIC
542
SJS Investment Consulting
Ohio
$218K +$40.8K +502 +22%
NA
543
Note Advisors
New York
$217K – – –
BFG
544
Berger Financial Group
Minnesota
$217K -$1.54K -19 -0.7%
GHA
545
Granite Harbor Advisors
Texas
$216K -$14.5K -178 -6%
VWA
546
Vistica Wealth Advisors
California
$215K – – –
MF
547
Montis Financial
Massachusetts
$208K -$1.79K -22 -0.8%
NGA
548
Naples Global Advisors
Florida
$208K – – –
GT
549
Greenleaf Trust
Michigan
$206K – – –
UAG
550
United Advisor Group
Ohio
$206K -$4.88K -60 -2%