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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
551
TFC Financial Management
Massachusetts
$185K +$812 +12 +0.5%
CW
552
Curio Wealth
Maryland
$183K +$171K +2,520 +126,000%
PFM
553
Phillips Financial Management
Indiana
$170K – – –
SIC
554
SJS Investment Consulting
Ohio
$166K – – –
CIR
555
Clear Investment Research
Georgia
$157K -$1.96K -29 -1%
AGWCA
556
Annis Gardner Whiting Capital Advisors
Florida
$153K -$31.8K -470 -18%
CAL
557
Capital Advisors Ltd
Ohio
$151K +$53.1K +785 +61%
SMA
558
Sage Mountain Advisors
Georgia
$151K – – –
LAMC
559
Longview Asset Management (California)
California
$148K – – –
HWP
560
Highline Wealth Partners
California
$145K +$1.76K +26 +1%
AAP
561
Arax Advisory Partners
Colorado
$138K +$1.9K +28 +1%
SWM
562
Spire Wealth Management
Virginia
$137K -$4.2K -62 -3%
GSWM
563
Golden State Wealth Management
California
$135K +$135 +2 +0.1%
PPC
564
Park Place Capital
Alabama
$135K -$1.29K -19 -1%
ETC
565
Exchange Traded Concepts
Oklahoma
$132K -$132K -1,951 -52%
GWS
566
Glassman Wealth Services
Virginia
$130K -$2.91K -43 -2%
DWM
567
Dogwood Wealth Management
Kansas
$129K -$10.7K -158 -8%
TC
568
Trust Company
Kansas
$121K – – –
KSWA
569
Kathleen S. Wright Associates
Pennsylvania
$120K – – –
NS
570
NBC Securities
Alabama
$117K – – –
BA
571
Bristlecone Advisors
Washington
$116K -$1.35K -20 -1%
WWM
572
Wolff Wiese Magana
California
$114K – – –
AUB
573
Atlantic Union Bankshares
Virginia
$113K +$106K +1,559 New
HB
574
Horizon Bancorp
Indiana
$107K -$9.27K -137 -8%
W
575
WealthCollab
Washington
$96.8K – – –
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