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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
201
Boston Private Bank & Trust
Massachusetts
$42K -$23.8K -455 -36%
BRWM
202
B. Riley Wealth Management
Tennessee
$42K -$940 -18 -2%
TCM
203
TD Capital Management
Tennessee
$42K +$10.8K +206 +35%
ST
204
Smithfield Trust
Pennsylvania
$32K
TWM
205
Torch Wealth Management
Ohio
$32K
CTC
206
Central Trust Company
Missouri
$32K +$4.13K +79 +15%
CAL
207
Capital Advisors Ltd
Ohio
$29K
PSI
208
Pinnacle Summer Investments
Virginia
$27K +$3.81K +73 +17%
BA
209
BlackRock Advisors
Delaware
$26K +$25.3K +484 New
DADC
210
D.A. Davidson & Co
Montana
$26K +$26K +497 New
FANJ
211
Financial Architects (New Jersey)
New Jersey
$26K +$26.1K +500 New
HPBT
212
High Point Bank & Trust
North Carolina
$25K
CWM
213
Cranbrook Wealth Management
Michigan
$17K
GAM
214
Gemmer Asset Management
California
$14K +$14.2K +272 New
SGC
215
South Georgia Capital
Illinois
$12K
S
216
SignatureFD
Georgia
$12K +$11.8K +225 New
KPCM
217
Kings Point Capital Management
New York
$11K
HCM
218
Horrell Capital Management
Arkansas
$9K +$1.46K +28 +19%
VIA
219
Vantage Investment Advisors
Pennsylvania
$9K +$9.14K +175 New
RFA
220
Reilly Financial Advisors
California
$8K +$7.79K +149 New
PMFA
221
Plante Moran Financial Advisors
Michigan
$7K +$7.37K +141 New
NMIS
222
Northwestern Mutual Investment Services
Wisconsin
$3K
W
223
Wealthfront
California
$1K +$731 +14 New
PSUF
224
People's United Financial
Connecticut
$1K +$1.36K +26 New
QA
225
Quantitative Advantage
Minnesota
-$18.1M -346,161 Closed