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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
576
Elevation Wealth Partners
California
$61.7K – – –
PTC
577
Private Trust Company
Ohio
$60.9K -$2.83K -44 -5%
DAM
578
Delta Asset Management
Tennessee
$59.3K – – –
LWCFA
579
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57.1K +$14.8K +230 +35%
CIAS
580
Capital Investment Advisory Services
North Carolina
$55.4K – – –
NIC
581
Northwest Investment Counselors
Oregon
$50.8K +$48.3K +750 New
EWA
582
EverSource Wealth Advisors
Alabama
$50.3K -$10.4K -162 -18%
SIS
583
Sound Income Strategies
Florida
$49.5K – – –
OC
584
Oarsman Capital
Wisconsin
$48.8K +$46.3K +720 New
BTI
585
Blue Trust Inc
Georgia
$48.1K – – –
JFA
586
JNBA Financial Advisors
Minnesota
$47.4K – – –
VBA
587
Van Berkom & Associates
Quebec, Canada
$47K +$44.9K +697 New
GCM
588
Gables Capital Management
Florida
$46.6K – – –
MIA
589
MeadowBrook Investment Advisors
Michigan
$44.9K – – –
CSC
590
Caldwell Sutter Capital
California
$42.2K – – –
CWM
591
Cranbrook Wealth Management
Michigan
$42.2K – – –
BA
592
Bristlecone Advisors
Washington
$41.5K +$39.4K +613 New
NP
593
NorthRock Partners
Minnesota
$40.8K +$708 +11 +2%
ETC
594
Exchange Traded Concepts
Oklahoma
$40.4K +$38.4K +597 New
PCTC
595
Perkins Coie Trust Company
Washington
$38.5K +$36.5K +568 New
ZRP
596
Zynergy Retirement Planning
New Jersey
$38K – – –
PWMG
597
Private Wealth Management Group
New Jersey
$37.8K -$23.9K -371 -40%
HGERS
598
Householder Group Estate & Retirement Specialist
Arizona
$37K – – –
SAM
599
Smartleaf Asset Management
Massachusetts
$36.2K – – –
HBW
600
Hazlett, Burt & Watson
West Virginia
$36K – – –
22 23
24
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