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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
151
Paradigm Financial Advisors
Missouri
$394K +$383K +7,726 New
BOS
152
Bank of Stockton
California
$377K +$71.9K +1,450 +24%
CS
153
Credit Suisse
Switzerland
$351K -$969K -19,551 -74%
WA
154
WFG Advisors
Texas
$346K +$21.1K +426 +7%
FA
155
FDx Advisors
Illinois
$328K +$319K +6,428 New
BDF
156
Balasa Dinverno & Foltz
$323K +$1.04K +21 +0.3%
DY
157
Dowling & Yahnke
California
$313K -$56.9K -1,147 -16%
AA
158
Advisory Alpha
Michigan
$312K +$304K +6,123 New
PHAM
159
Palisades Hudson Asset Management
Florida
$305K +$16.1K +325 +6%
KA
160
Kovack Advisors
Florida
$304K +$296K +5,960 New
SCA
161
Stillwater Capital Advisors
Pennsylvania
$298K +$290K +5,848 New
CIA
162
Choate Investment Advisors
Massachusetts
$282K +$19.1K +385 +7%
YMRC
163
Yorktown Management & Research Company
Virginia
$280K – – –
CG
164
Colony Group
Massachusetts
$272K +$265K +5,336 New
FWCM
165
Ferguson Wellman Capital Management
Oregon
$262K +$254K +5,130 New
AB
166
AT Bancorp
Iowa
$253K – – –
RFC
167
Regions Financial Corp
Alabama
$240K +$18K +363 +8%
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$221K +$215K +4,335 New
AA
169
Alesco Advisors
New York
$210K +$204K +4,113 New
FVCM
170
F&V Capital Management
Florida
$208K +$203K +4,095 New
FA
171
FCG Advisors
New Jersey
$205K -$58.7K -1,183 -23%
AC
172
Alexandria Capital
Virginia
$191K – – –
ASN
173
Advisory Services Network
Georgia
$161K +$156K +3,149 New
1IC
174
1919 Investment Counsel
Maryland
$160K – – –
V
175
Veritable
Delaware
$158K +$154K +3,100 New
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