iShares MSCI Eafe Small-CapSCZETF
13F holders, Q2 2024 (June 30)661holders −20
48new positions
69sold out
2famous investors
$61.66avg. 13F price*
At the end of Q2 2024, 661 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, down 20 from Q1 2024. 48 opened new positions and 69 sold out. The largest holders were Jones Financial Companies LLLP ($779.8M), Natixis Advisors, LLC ($500.5M) and Tiaa Trust, National Association ($484.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares MSCI Eafe Small-Cap
- CUSIP
- 464288273
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $41.4M |
| Exits | 69 | $393.8M |
All 13F filers, Q1 2024 → Q2 2024: 9,619,251 shares bought and 14,242,527 shares sold, net −4,623,276 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 661 holders
| Jones Financial Companies LLLP | 0.90% | Reduce -18.3% | 12,650,248 | $779.8M |
| Natixis Advisors, LLC | 1.09% | Add +12.6% | 8,119,604 | $500.5M |
| Tiaa Trust, National Association | 1.50% | Add +57.5% | 7,861,661 | $484.6M |
| FMR LLC | 0.02% | Add +63.4% | 5,417,679 | $333.9M |
| Creative Planning | 0.33% | Reduce -1.9% | 4,971,741 | $306.5M |
| Matson Money. Inc. | 8.75% | Add +3.1% | 4,266,380 | $263.0M |
| Bank of New York Mellon Corp | 0.04% | Reduce -7.2% | 3,815,519 | $235.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +9.9% | 3,574,914 | $220.4M |
| State of New Jersey Common Pension Fund D | 0.96% | Reduce -32.4% | 3,560,557 | $219.5M |
| BlackRock Inc. | 0.00% | Add +13.3% | 3,460,028 | $213.3M |
| Morgan Stanley | 0.01% | Add +0.3% | 2,770,151 | $170.8M |
| Modera Wealth Management, LLC | 1.93% | Add +5.6% | 2,126,815 | $131.1M |
| Bank of America Corp. | 0.01% | Reduce -7.8% | 1,959,014 | $120.8M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -9.6% | 1,686,487 | $104.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.0% | 1,321,578 | $81.5M |
| Focus Partners Wealth | 0.27% | Add +110.9% | 1,314,314 | $81.0M |
| Northern Trust Corp. | 0.01% | Reduce -4.4% | 1,192,136 | $73.5M |
| Forvis Mazars Wealth Advisors, LLC | 1.76% | Reduce -5.0% | 1,142,813 | $70.4M |
| UBS Group AG | 0.02% | Reduce -1.9% | 1,025,760 | $63.2M |
| Cassaday & Co Wealth Management LLC | 1.73% | Reduce -0.6% | 891,197 | $54.9M |
| Bank of Montreal | 0.01% | Reduce -4.4% | 700,142 | $44.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -12.6% | 719,825 | $44.4M |
| State of Tennessee, Department of Treasury | 0.16% | Add +6.5% | 698,040 | $43.0M |
| Corient Private Wealth LP | 0.07% | Reduce -0.5% | 657,844 | $40.5M |
| Avantax Advisory Services, Inc. | 0.29% | Add +16.4% | 656,389 | $40.5M |
| Coldstream Capital Management Inc. | 0.96% | Add +2.8% | 640,517 | $39.5M |
| One Capital Management, LLC | 1.33% | Reduce -4.4% | 634,062 | $39.1M |
| Wilmington Savings Fund Society, FSB | 1.43% | Reduce -1.3% | 602,544 | $37.1M |
| Franklin Resources Inc. | 0.01% | Add +4.4% | 601,181 | $37.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.9% | 589,844 | $36.4M |
| LPL Financial LLC | 0.02% | Add +12.1% | 586,825 | $36.2M |
| Halbert Hargrove Global Advisors, LLC | 1.95% | Reduce -11.1% | 538,904 | $33.2M |
| Buckingham Strategic Wealth, LLC | 0.31% | Reduce -0.3% | 488,195 | $30.1M |
| Moneta Group Investment Advisors LLC | 0.47% | Reduce -0.0% | 479,306 | $29.5M |
| Ballentine Partners, LLC | 0.53% | Reduce -4.5% | 461,623 | $28.5M |
| Wells Fargo & Company | 0.01% | Reduce -1.1% | 443,438 | $27.3M |
| Baker Avenue Asset Management, LP | 0.89% | Add +2.8% | 424,218 | $26.1M |
| Plancorp, LLC | 1.13% | Reduce -0.2% | 421,948 | $26.0M |
| Choreo, LLC | 0.42% | Add +2.6% | 403,792 | $24.8M |
| Truist Financial Corp. | 0.04% | Reduce -2.6% | 395,808 | $24.4M |
| Mill Creek Capital Advisors, LLC | 0.57% | Add +6.5% | 364,824 | $22.5M |
| Federation des caisses Desjardins du Quebec | 0.12% | Add +13.5% | 347,870 | $21.4M |
| Arvest Trust Co. N A | 1.23% | New | 335,431 | $20.7M |
| Wellington Management Group LLP | 0.00% | Add +17.0% | 323,447 | $19.9M |
| Equitable Holdings, Inc. | 0.21% | Reduce -11.7% | 317,229 | $19.6M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +1.6% | 306,613 | $18.9M |
| Brand Asset Management Group, Inc. | 7.97% | Add +2.8% | 306,150 | $18.9M |
| Bear Mountain Capital, Inc. | 7.66% | Add +0.4% | 291,618 | $18.8M |
| Quadrant Capital Group LLC | 1.37% | Add +7.3% | 300,365 | $18.5M |
| Fifth Third Bancorp | 0.07% | Reduce -3.3% | 291,522 | $18.0M |
| Wealthcare Advisory Partners LLC | 0.56% | Add +4.9% | 291,191 | $17.9M |
| Shakespeare Wealth Management, LLC | 5.18% | Reduce -15.0% | 291,122 | $17.9M |
| Shore Point Advisors, LLC | 8.95% | Add +0.0% | 255,729 | $15.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.9% | 255,190 | $15.7M |
| MAI Capital Management | 0.15% | Add +11.3% | 247,474 | $15.3M |
| Stifel Financial Corp. | 0.02% | Reduce -1.6% | 237,175 | $14.6M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -16.6% | 234,734 | $14.5M |
| Full Sail Capital, LLC | 0.94% | Reduce -0.4% | 226,707 | $14.0M |
| Syntrinsic LLC | 4.51% | Add +1.1% | 220,518 | $13.6M |
| Pathstone Holdings, LLC | 0.06% | Reduce -6.4% | 219,130 | $13.5M |
| First Citizens Bank & Trust Co. | 0.25% | Add +4.8% | 211,330 | $13.0M |
| Cetera Investment Advisers | 0.03% | Add +7.7% | 211,070 | $13.0M |
| Savant Capital, LLC | 0.13% | Reduce -0.5% | 206,580 | $12.7M |
| Mission Wealth Management, LP | 0.34% | Reduce -5.7% | 205,738 | $12.7M |
| Checchi Capital Advisers, LLC | 0.96% | Add +0.8% | 197,714 | $12.2M |
| Exencial Wealth Advisors, LLC | 0.45% | Reduce -2.1% | 193,670 | $11.9M |
| Wealth Architects, LLC | 1.45% | Reduce -0.4% | 192,525 | $11.9M |
| Klingman & Associates, LLC | 0.78% | Reduce -0.3% | 186,438 | $11.5M |
| Baird Financial Group, Inc. | 0.02% | Add +36.0% | 182,731 | $11.3M |
| Parcion Private Wealth LLC | 1.02% | Reduce -2.2% | 180,772 | $11.1M |
| Austin Private Wealth, LLC | 1.20% | Reduce -5.8% | 180,546 | $11.1M |
| M&T Bank Corp | 0.04% | Reduce -9.4% | 177,144 | $10.9M |
| Aspect Partners, LLC | 6.41% | Add +1184.0% | 174,579 | $10.8M |
| Alesco Advisors, LLC, An ESL Co | 0.35% | Reduce -2.1% | 174,047 | $10.7M |
| Pure Financial Advisors, LLC | 0.30% | Reduce -2.6% | 174,004 | $10.7M |
| State of Wisconsin - Board of Commissioners of Public Lands | 2.46% | No change | 166,219 | $10.2M |
| Captrust Financial Advisors | 0.03% | Reduce -2.1% | 162,246 | $10.0M |
| Citigroup Inc. | 0.01% | Add +12.3% | 161,008 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -37.2% | 157,884 | $9.7M |
| Royal Bank of Canada | 0.00% | Reduce -55.0% | 156,805 | $9.7M |
| Mariner, LLC | 0.02% | Add +1.1% | 154,777 | $9.5M |
| RTD Financial Advisors, Inc. | 1.26% | Add +3.5% | 152,367 | $9.4M |
| Waverly Advisors, LLC | 0.18% | Reduce -4.8% | 148,758 | $9.2M |
| Sachem Hill LLC | 1.90% | Add +8.6% | 143,296 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.3% | 142,637 | $8.8M |
| Kabouter Management, LLC | 38.38% | No change | 141,932 | $8.8M |
| Barclays PLC | 0.00% | Add +6.5% | 140,127 | $8.6M |
| Lake Street Advisors Group, LLC | 0.41% | Reduce -77.7% | 137,987 | $8.5M |
| Covenant Partners, LLC | 2.56% | Reduce -6.3% | 136,410 | $8.4M |
| WESCAP Management Group, Inc. | 2.38% | Add +0.4% | 136,247 | $8.4M |
| Susquehanna International Group, LLP | 0.01% | Add +2653.3% | 135,985 | $8.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.65% | Add +93.5% | 134,500 | $8.3M |
| Shoker Investment Counsel, Inc. | 2.86% | Add +2.9% | 131,385 | $8.1M |
| American Financial Advisors, LLC | 1.13% | Reduce -37.9% | 129,015 | $8.0M |
| Fairhaven Wealth Management, LLC | 2.57% | Add +2.9% | 125,893 | $7.8M |
| Great Lakes Advisors, LLC | 0.07% | Add +10.9% | 123,609 | $7.6M |
| Falcon Wealth Planning | 0.98% | Reduce -22.8% | 122,641 | $7.6M |
| Larson Financial Group LLC | 0.51% | Reduce -29.9% | 122,123 | $7.5M |
| Ifrah Financial Services, Inc. | 2.13% | Reduce -1.5% | 122,116 | $7.5M |
| Sound Stewardship, LLC | 4.47% | Add +1.4% | 119,287 | $7.4M |
| Brighton Jones LLC | 0.24% | Add +0.2% | 116,934 | $7.2M |
| Omega Financial Group, LLC | 2.91% | Add +6.0% | 116,813 | $7.2M |
| Charles Schwab Trust Co | 0.66% | Reduce -1.0% | 116,078 | $7.2M |
| DORVAL Corp | 3.12% | Add +4.1% | 109,655 | $7.1M |
| Pinnacle Associates Ltd. | 0.11% | Add +0.8% | 114,725 | $7.1M |
| Investors Research Corp | 1.59% | Reduce -0.9% | 110,254 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.4% | 108,138 | $6.7M |
| US Bancorp \de | 0.01% | Reduce -2.8% | 107,676 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 107,123 | $6.6M |
| Arvest Investments, Inc. | 1.00% | New | 100,935 | $6.2M |
| Cullen/Frost Bankers, Inc. | 0.09% | Reduce -0.4% | 97,549 | $6.0M |
| Integrated Wealth Concepts LLC | 0.08% | Add +3.0% | 97,252 | $6.0M |
| FSM Wealth Advisors, LLC | 2.00% | Add +10.1% | 96,710 | $6.0M |
| Victory Capital Management Inc. | 0.01% | Add +28.4% | 96,620 | $6.0M |
| Bank of Stockton | 1.89% | Add +1.1% | 96,531 | $6.0M |
| Cornerstone Management, Inc. | 1.31% | Reduce -4.3% | 96,326 | $5.9M |
| Alberta Investment Management Corp | 0.07% | Reduce -76.7% | 96,317 | $5.9M |
| Twin Focus Capital Partners, LLC | 0.94% | Reduce -7.5% | 95,215 | $5.9M |
| D.A. Davidson & Co. | 0.05% | Add +1.0% | 94,898 | $5.8M |
| Washington Trust Bank | 0.55% | Reduce -10.5% | 90,303 | $5.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.56% | Add +1.9% | 88,677 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -7.6% | 87,520 | $5.4M |
| Bryn Mawr Trust Advisors, LLC | 0.30% | Add +5.6% | 87,514 | $5.4M |
| Bank of Hawaii | 0.25% | Reduce -4.6% | 87,480 | $5.4M |
| Quent Capital, LLC | 0.58% | Reduce -1.2% | 85,743 | $5.3M |
| MSH Capital Advisors LLC | 1.75% | Add +1.1% | 85,101 | $5.2M |
| Heritage Trust Co | 0.69% | Reduce -2.2% | 84,769 | $5.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.2% | 83,590 | $5.2M |
| NewEdge Advisors, LLC | 0.04% | Add +2.0% | 82,644 | $5.1M |
| Lwmg, LLC | 1.02% | Add +12.8% | 78,543 | $4.8M |
| Bessemer Group Inc. | 0.01% | Reduce -2.8% | 78,022 | $4.8M |
| Glenmede Trust Co. NA | 0.02% | Reduce -4.1% | 77,904 | $4.8M |
| Acadian Asset Management LLC | 0.01% | Add +0.4% | 77,495 | $4.8M |
| MML Investors Services, LLC | 0.02% | Reduce -5.3% | 77,443 | $4.8M |
| Vestcor Inc | 0.16% | Add +228.9% | 76,130 | $4.7M |
| SVB Wealth LLC | 0.12% | Reduce -19.4% | 75,901 | $4.7M |
| Latigo Investments, LLC | 2.34% | No change | 74,019 | $4.6M |
| Brooklyn FI, LLC | 1.78% | Reduce -7.8% | 73,986 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +2.8% | 72,763 | $4.5M |
| Fonville Wealth Management LLC | 1.76% | Add +14.7% | 72,046 | $4.4M |
| Harbor Advisory Corp. | 1.51% | Add +0.2% | 71,014 | $4.4M |
| Clearwater Capital Advisors, LLC | 0.46% | Reduce -5.0% | 70,817 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -13.3% | 68,642 | $4.2M |
| My Personal CFO, LLC | 2.25% | Add +7.8% | 68,518 | $4.2M |
| Merriman Wealth Management, LLC | 0.18% | Reduce -3.1% | 68,353 | $4.2M |
| Simplicity Wealth,LLC | 0.09% | Add +15.8% | 67,912 | $4.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 66,997 | $4.1M |
| Fca Corp. | 1.32% | Add +0.6% | 66,849 | $4.1M |
| Encompass Wealth Advisors, LLC | 1.10% | Add +1.8% | 66,557 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.7% | 66,232 | $4.1M |
| LTG Capital LLC | 3.69% | Add +3.4% | 66,041 | $4.1M |
| IFG Advisors, LLC | 0.95% | Add +6.3% | 64,940 | $4.0M |
| UMB Bank, n.a. | 0.06% | Reduce -5.9% | 63,373 | $3.9M |
| Bleakley Financial Group, LLC | 0.11% | Add +7.9% | 63,276 | $3.9M |
| Comerica Bank | 0.02% | Reduce -5.5% | 62,911 | $3.9M |
| Catalyst Financial Partners LLC | 0.85% | Add +312.4% | 62,414 | $3.8M |
| Cascade Financial Partners, LLC | 0.49% | Reduce -0.7% | 60,941 | $3.8M |
| Goldstein Advisors, LLC | 0.62% | Add +5.7% | 60,074 | $3.7M |
| Aspiriant, LLC | 0.15% | Reduce -0.3% | 58,927 | $3.6M |
| Total Wealth Planning, LLC | 0.59% | Reduce -3.2% | 55,854 | $3.6M |
| Sei Investments Co. | 0.00% | Add +5.2% | 55,944 | $3.4M |
| Stock Yards Bank & Trust Co. | 0.11% | Reduce -6.8% | 55,611 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -6.2% | 54,953 | $3.4M |
| World Investment Advisors | 0.21% | Add +23.4% | 54,475 | $3.4M |
| Avior Wealth Management, LLC | 0.14% | Reduce -14.3% | 52,660 | $3.2M |
| NorthStar Asset Management LLC | 2.23% | Add +8.8% | 52,308 | $3.2M |
| Auto-Owners Insurance Co | 0.09% | No change | 52,300 | $3.2M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -1.5% | 51,435 | $3.2M |
| NBT Bank, N.A. | 0.22% | Add +0.9% | 50,352 | $3.1M |
| Acropolis Investment Management, LLC | 0.19% | Reduce -14.9% | 49,645 | $3.1M |
| Regal Investment Advisors LLC | 0.20% | Add +2.5% | 48,883 | $3.0M |
| Parkside Financial Bank & Trust | 0.47% | Reduce -0.6% | 48,416 | $3.0M |
| Cahill Financial Advisors Inc. | 0.41% | Reduce -6.3% | 48,322 | $3.0M |
| Partners in Financial Planning | 0.64% | Reduce -0.3% | 47,544 | $2.9M |
| Telos Capital Management, Inc. | 0.32% | Reduce -0.9% | 46,791 | $2.9M |
| Martin & Co. Inc. | 0.72% | Reduce -3.4% | 46,727 | $2.9M |
| ClariVest Asset Management LLC | 0.29% | Reduce -0.2% | 46,144 | $2.8M |
| Rehmann Capital Advisory Group | 0.20% | Reduce -10.4% | 44,913 | $2.8M |
| Coyle Financial Counsel LLC | 0.98% | No change | 43,111 | $2.7M |
| Hancock Whitney Corp. | 0.09% | Reduce -8.8% | 43,943 | $2.7M |
| Disciplined Investments, LLC | 1.43% | Add +1.6% | 43,715 | $2.7M |
| Narus Financial Partners, LLC | 1.08% | Add +0.1% | 43,506 | $2.7M |
| Summit Trail Advisors, LLC | 0.07% | No change | 43,500 | $2.7M |
| Nicholas Hoffman & Company, LLC. | 0.12% | Reduce -2.0% | 42,600 | $2.6M |
| Composition Wealth, LLC | 0.06% | Reduce -2.2% | 42,555 | $2.6M |
| Richard W. Paul & Associates, LLC | 1.01% | Add +6.7% | 42,330 | $2.6M |
| Creekside Partners | 1.43% | — | 42,036 | $2.6M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +19.6% | 41,010 | $2.5M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -7.3% | 40,685 | $2.5M |
| Abacus Planning Group, Inc. | 0.48% | Reduce -0.2% | 40,309 | $2.5M |
| First Citizens Asset Management, Inc. | 0.91% | Add +0.1% | 39,776 | $2.5M |
| Elm Partners Management LLC | 0.19% | No change | 39,678 | $2.4M |
| Efficient Advisors, LLC | 0.16% | Reduce -16.4% | 39,661 | $2.4M |
| Vance Wealth, LLC | 1.00% | Reduce -15.1% | 39,375 | $2.4M |
| PrairieView Partners, LLC | 0.27% | Reduce -1.4% | 39,291 | $2.4M |
| Corrigan Financial, Inc. | 0.61% | No change | 37,944 | $2.4M |
| Pointe Capital Management LLC | 1.49% | Reduce -2.0% | 38,860 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +10.7% | 38,228 | $2.4M |
| Citizens Financial Group Inc. | 0.05% | Reduce -4.5% | 37,230 | $2.3M |
| Morris Financial Concepts, Inc. | 1.10% | Reduce -13.1% | 37,174 | $2.3M |
| Probity Advisors, Inc. | 0.47% | Reduce -18.3% | 36,643 | $2.3M |
| Beacon Harbor Wealth Advisors, Inc. | 0.58% | Add +3.1% | 36,421 | $2.2M |
| Guidance Point Advisors, LLC | 0.71% | Add +16.7% | 35,513 | $2.2M |
| Frontier Asset Management, LLC | 0.79% | Add +1.3% | 35,345 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -16.5% | 34,661 | $2.1M |
| Crewe Advisors LLC | 0.24% | Add +6.4% | 34,355 | $2.1M |
| Endowment Wealth Management, Inc. | 1.54% | Add +5.5% | 34,218 | $2.1M |
| IHT Wealth Management, LLC | 0.08% | Reduce -8.1% | 33,894 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +0.1% | 33,905 | $2.1M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -4.1% | 33,407 | $2.1M |
| BIP Wealth, LLC | 0.17% | Reduce -16.5% | 33,398 | $2.1M |
| American Financial & Tax Strategies Inc. | 1.08% | Reduce -0.3% | 33,376 | $2.1M |
| Elmwood Wealth Management, Inc. | 0.91% | Add +5.0% | 33,279 | $2.1M |
| Keel Point, LLC | 0.18% | Reduce -53.2% | 32,271 | $2.0M |
| Droms Strauss Advisors Inc. /Mo/ | 0.73% | Reduce -1.3% | 32,873 | $2.0M |
| Prosperity Planning, Inc. | 0.69% | Add +0.5% | 32,807 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.9% | 32,667 | $2.0M |
| Eagle Strategies LLC | 0.38% | Add +850.7% | 32,218 | $2.0M |
| Canopy Partners, LLC | 0.92% | Reduce -0.5% | 32,183 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +7.0% | 31,899 | $2.0M |
| Foundation Wealth Management, LLC | 1.53% | Reduce -11.4% | 31,731 | $2.0M |
| Central Bank & Trust Co. | 0.27% | Reduce -25.4% | 31,319 | $1.9M |
| Simon Quick Advisors, LLC | 0.14% | Reduce -5.6% | 31,114 | $1.9M |
| Atlas Capital Advisors Inc. | 0.25% | Add +12.2% | 30,917 | $1.9M |
| Noble Family Wealth, LLC | 0.55% | No change | 30,814 | $1.9M |
| CI Investments Inc. | 0.01% | Reduce -3.7% | 30,247 | $1.9M |
| New World Advisors LLC | 0.50% | Reduce -4.0% | 29,032 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -32.5% | 28,795 | $1.8M |
| Aire Advisors, LLC | 0.40% | Reduce -5.9% | 28,733 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +33.3% | 28,629 | $1.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.08% | No change | 28,501 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +128.3% | 28,454 | $1.8M |
| Reston Wealth Management LLC | 0.69% | Reduce -5.1% | 27,895 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Add +2.9% | 27,850 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.13% | Reduce -6.5% | 27,637 | $1.7M |
| Vise Technologies, Inc. | 0.30% | Add +11.3% | 27,484 | $1.7M |
| Capital Analysts, LLC | 0.07% | Add +2.2% | 27,093 | $1.7M |
| James J. Burns & Company, LLC | 0.33% | Add +91.9% | 26,927 | $1.7M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +7.6% | 26,645 | $1.6M |
| McAdam, LLC | 0.10% | Reduce -2.3% | 26,339 | $1.6M |
| Financial Counselors Inc. | 0.03% | Reduce -1.6% | 26,052 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +25.9% | 25,064 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -2.9% | 25,000 | $1.5M |
| Principal Securities, Inc. | 0.04% | Reduce -1.2% | 24,739 | $1.5M |
| Nicolet Advisory Services, LLC | 0.15% | Reduce -15.6% | 24,113 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -1.9% | 23,598 | $1.5M |
| Family Firm, Inc. | 0.33% | Add +1.5% | 24,298 | $1.5M |
| Dohj, LLC | 0.37% | Add +4.6% | 24,094 | $1.5M |
| Blair William & Co. | 0.00% | Add +5.0% | 23,829 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -0.5% | 23,781 | $1.5M |
| FDx Advisors, Inc. | 0.40% | Reduce -2.4% | 23,734 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.17% | Add +7.6% | 23,368 | $1.4M |
| Axiom Advisory, LLC | 0.02% | New | 22,754 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.26% | Reduce -6.2% | 21,922 | $1.4M |
| Nottingham Advisors, Inc. | 0.17% | Add +29.7% | 22,913 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +0.1% | 22,183 | $1.4M |
| Lee Financial Co | 0.23% | Reduce -0.9% | 22,754 | $1.4M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.2% | 22,681 | $1.4M |
| Evanson Asset Management, LLC | 0.10% | Add +0.0% | 22,650 | $1.4M |
| &partners | 0.06% | Add +17.9% | 21,999 | $1.4M |
| McLean Asset Management Corp | 0.44% | Add +45.0% | 21,407 | $1.4M |
| Rebalance, LLC | 0.11% | No change | 21,947 | $1.4M |
| RPg Family Wealth Advisory, LLC | 0.44% | New | 21,925 | $1.4M |
| Great Point Wealth Advisors, LLC | 0.30% | No change | 21,592 | $1.3M |
| Sterling Financial Planning, Inc. | 0.53% | Reduce -10.9% | 21,277 | $1.3M |
| Trust Co of the South | 0.31% | No change | 21,035 | $1.3M |
| Monument Group Wealth Advisors, LLC | 0.86% | No change | 20,813 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +90.0% | 20,787 | $1.3M |
| Intergy Private Wealth, LLC | 0.53% | Add +0.0% | 20,667 | $1.3M |
| Squire Investment Management Company, LLC | 0.69% | Add +12.5% | 19,727 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Add +1.6% | 19,472 | $1.2M |
| Breakwater Capital Group | 0.27% | Add +22.3% | 19,356 | $1.2M |
| Wealthcare Capital Management LLC | 0.13% | Reduce -1.0% | 19,229 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.0% | 19,134 | $1.2M |
| TAGStone Capital, Inc. | 0.67% | Reduce -2.7% | 19,068 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.60% | Add +0.0% | 18,501 | $1.1M |
| Tortoise Investment Management, LLC | 0.13% | Reduce -2.0% | 17,984 | $1.1M |
| PICTET BANK & TRUST Ltd | 1.12% | No change | 17,800 | $1.1M |
| GEM Asset Management, LLC | 0.68% | No change | 17,671 | $1.1M |
| Continuum Advisory, LLC | 0.16% | Add +0.5% | 17,452 | $1.1M |
| Berkeley, Inc | 0.67% | Add +1.2% | 17,388 | $1.1M |
| MB Generational Wealth, LLC | 0.82% | Add +53.3% | 17,269 | $1.1M |
| Forum Financial Management, LP | 0.02% | No change | 17,129 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.34% | New | 16,459 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -17.3% | 16,443 | $1.0M |
| Clearstead Advisors, LLC | 0.02% | Reduce -6.1% | 16,377 | $1.0M |
| Windward Private Wealth Management Inc. | 0.41% | Reduce -3.5% | 16,236 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -8.0% | 16,128 | $994K |
| Flputnam Investment Management Co. | 0.02% | Add +10.3% | 15,958 | $984K |
| Windham Capital Management, LLC | 0.76% | No change | 15,849 | $977K |
| Waldron Private Wealth LLC | 0.04% | No change | 15,826 | $976K |
| Kestra Advisory Services, LLC | 0.01% | Add +3.4% | 15,752 | $971K |
| Interchange Capital Partners, LLC | 0.36% | Reduce -5.0% | 15,728 | $969K |
| Harbor Group, Inc. | 0.25% | Reduce -5.5% | 15,702 | $968K |
| Sax Wealth Advisors, LLC | 0.09% | Add +7.1% | 15,472 | $954K |
| Aptus Capital Advisors, LLC | 0.02% | Add +42.9% | 15,224 | $938K |
| Strategic Blueprint, LLC | 0.06% | Add +1.4% | 15,127 | $932K |
| GFS Advisors, LLC | 0.14% | Reduce -96.5% | 500 | $887K |
| Cahill Wealth Management, LLC | 0.52% | Reduce -1.1% | 14,253 | $879K |
| BayBridge Capital Group, LLC | 0.68% | Add +2.9% | 14,187 | $874K |
| Glenview Trust Co | 0.02% | Reduce -14.2% | 14,108 | $870K |
| Walkner Condon Financial Advisors LLC | 0.19% | Add +0.0% | 13,939 | $859K |
| Tobias Financial Advisors, Inc. | 0.18% | Reduce -0.0% | 13,870 | $855K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +2.1% | 13,849 | $854K |
| Girard Partners LTD. | 0.08% | Reduce -4.3% | 13,702 | $845K |
| Williams & Novak, LLC | 0.78% | Reduce -24.2% | 13,606 | $839K |
| Integrity Wealth Solutions LLC | 0.54% | Reduce -24.4% | 13,523 | $834K |
| Harbor Investment Advisory, LLC | 0.09% | Reduce -22.4% | 13,505 | $832K |
| Unionview, LLC | 0.68% | Add +1.8% | 13,499 | $832K |
| Westmount Partners, LLC | 0.27% | Add +1.0% | 13,469 | $828K |
| Geneos Wealth Management Inc. | 0.04% | Add +0.3% | 13,383 | $825K |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -9.0% | 13,279 | $819K |
| Magnus Financial Group LLC | 0.09% | Add +1.3% | 13,218 | $815K |
| Truepoint, Inc. | 0.02% | No change | 13,116 | $808K |
| First Western Trust Bank | 0.04% | No change | 13,041 | $804K |
| LongView Wealth Management | 0.29% | Add +3.9% | 12,929 | $797K |
| Presilium Private Wealth, LLC | 0.20% | Reduce -0.4% | 12,737 | $785K |
| Argent Trust Co | 0.03% | Add +1.9% | 12,577 | $775K |
| Curi Capital, LLC | 0.02% | Reduce -4.0% | 12,306 | $759K |
| Wooster Corthell Wealth Management, Inc. | 0.17% | Reduce -1.7% | 12,299 | $758K |
| Busey Bank | 0.03% | No change | 12,279 | $757K |
| Bokf, NA | 0.01% | Reduce -18.3% | 11,808 | $728K |
| Merit Financial Group, LLC | 0.02% | Add +1.5% | 11,705 | $721K |
| Invesco Ltd. | 0.00% | Add +7.2% | 11,599 | $715K |
| Walleye Capital LLC | 0.01% | Add +32.6% | 11,279 | $695K |
| Allegheny Financial Group | 0.20% | Add +15.8% | 11,195 | $690K |
| BluePointe Capital Management, LLC | 0.46% | No change | 11,075 | $683K |
| Clayton Financial Group LLC | 0.30% | No change | 10,773 | $682K |
| William Howard & Co Financial Advisors Inc | 0.62% | Reduce -7.7% | 10,945 | $674K |
| Asset Dedication, LLC | 0.05% | Reduce -13.0% | 10,934 | $674K |
| SageView Advisory Group, LLC | 0.04% | New | 10,905 | $672K |
| Cwm, LLC | 0.00% | Reduce -6.7% | 10,697 | $659K |
| PBMares Wealth Management LLC | 0.16% | Add +0.1% | 10,683 | $659K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.9% | 10,631 | $656K |
| Mather Group, Llc. | 0.01% | Reduce -2.6% | 10,330 | $654K |
| Becker Capital Management Inc. | 0.02% | Reduce -2.5% | 10,437 | $643K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -23.9% | 10,370 | $639K |
| GTS Securities LLC | 0.01% | New | 10,358 | $638K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +2.8% | 10,066 | $620K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -3.5% | 10,028 | $618K |
| National Bank of Canada | 0.00% | Reduce -0.3% | 9,979 | $613K |
| Foundations Investment Advisors, LLC | 0.01% | Add +38.2% | 9,797 | $604K |
| Alpha Omega Wealth Management LLC | 0.11% | Add +1.5% | 9,724 | $599K |
| St. Louis Trust Co | 0.09% | No change | 9,680 | $597K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Reduce -0.1% | 9,674 | $596K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -1.8% | 9,657 | $595K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.3% | 9,523 | $587K |
| Rf&l Wealth Management, LLC | 0.44% | Add +0.0% | 9,400 | $579K |
| Cibc World Market Inc. | 0.00% | Reduce -95.0% | 9,396 | $579K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.0% | 9,364 | $577K |
| Lam Group, Inc. | 0.49% | Reduce -0.1% | 9,345 | $576K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -35.9% | 9,147 | $573K |
| Argonautica Private Wealth Management, Inc. | 0.20% | Reduce -0.8% | 9,274 | $572K |
| Alera Investment Advisors, LLC | 0.07% | Reduce -16.2% | 9,156 | $564K |
| Vantage Financial Partners Ltd., Inc. | 0.14% | Reduce -14.9% | 8,995 | $554K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -10.7% | 8,977 | $553K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -19.1% | 8,916 | $550K |
| Accretive Wealth Partners, LLC | 0.23% | Reduce -0.0% | 8,853 | $546K |
| Summit Financial, LLC | 0.02% | Add +23.8% | 8,838 | $545K |
| 1900 Wealth Management LLC | 0.05% | Add +1.5% | 8,709 | $537K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 8,680 | $535K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.5% | 8,670 | $534K |
| Compound Planning, Inc. | 0.04% | Reduce -35.6% | 8,653 | $533K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -36.6% | 8,644 | $533K |
| Tranquility Partners, LLC | 0.20% | No change | 8,588 | $529K |
| Richard P Slaughter Associates Inc | 0.12% | Add +0.9% | 8,573 | $528K |
| Biltmore Family Office, LLC | 0.10% | No change | 8,557 | $527K |
| Lido Advisors, LLC | 0.00% | Reduce -10.0% | 8,503 | $524K |
| First Horizon Advisors, Inc. | 0.02% | No change | 8,472 | $522K |
| Sanctuary Advisors, LLC | 0.00% | — | 8,449 | $518K |
| Modern Wealth Management, LLC | 0.04% | New | 8,395 | $517K |
| American Century Companies Inc. | 0.00% | Reduce -42.2% | 8,319 | $513K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -2.2% | 24,149 | $506K |
| Embree Financial Group | 0.10% | Reduce -12.9% | 8,094 | $499K |
| ARK & TLK Investments, LLC | 0.19% | Reduce -6.6% | 8,084 | $498K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.4% | 8,053 | $496K |
| Kingsview Wealth Management, LLC | 0.01% | Add +5.3% | 8,040 | $496K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +5.4% | 7,876 | $485K |
| Synovus Financial Corp. | 0.01% | Add +0.7% | 7,813 | $482K |
| Prudential PLC | 0.00% | Reduce -9.5% | 7,707 | $475K |
| Parallel Advisors, LLC | 0.01% | Add +2.0% | 7,636 | $471K |
| West Coast Financial LLC | 0.06% | No change | 7,590 | $468K |
| JMG Financial Group, Ltd. | 0.02% | No change | 7,501 | $462K |
| Wedmont Private Capital | 0.03% | Add +0.2% | 7,134 | $461K |
| Regions Financial Corp. | 0.00% | Reduce -42.3% | 7,466 | $460K |
| Headinvest, LLC | 0.09% | No change | 7,440 | $459K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 7,407 | $457K |
| Adero Partners, LLC | 0.03% | Reduce -42.3% | 7,346 | $453K |
| Cornerstone Wealth Advisors, Inc. | 0.14% | Reduce -2.9% | 7,330 | $452K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Add +0.1% | 7,264 | $448K |
| Cutler Investment Counsel LLC | 0.06% | No change | 7,101 | $438K |
| Prospera Financial Services Inc | 0.01% | Add +36.8% | 7,067 | $436K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -68.5% | 6,989 | $431K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -6.1% | 6,888 | $425K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.4% | 6,882 | $424K |
| First Interstate Bank | 0.03% | No change | 6,777 | $418K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 6,775 | $418K |
| Whalerock Point Partners, LLC | 0.11% | No change | 6,700 | $413K |
| Rockingstone Advisors LLC | 0.21% | Reduce -70.9% | 6,650 | $410K |
| Athena Investment Management | 0.25% | Reduce -4.6% | 6,645 | $410K |
| Latitude Advisors, LLC | 0.25% | Reduce -5.5% | 6,632 | $409K |
| Brickley Wealth Management | 0.09% | No change | 6,582 | $406K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 6,575 | $405K |
| Annex Advisory Services, LLC | 0.01% | Reduce -40.4% | 6,524 | $402K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,485 | $400K |
| Raymond James Trust N.A. | 0.01% | Add +1.1% | 6,436 | $397K |
| Partnership Wealth Management, LLC | 0.29% | Reduce -9.3% | 6,413 | $395K |
| Nicolet Bankshares Inc. | 0.08% | Reduce -1.4% | 6,340 | $391K |
| River Wealth Advisors LLC | 0.06% | Reduce -41.4% | 6,228 | $384K |
| Courage Miller Partners, LLC | 0.14% | Add +0.1% | 6,115 | $377K |
| Integrated Advisors Network LLC | 0.02% | Add +1.4% | 6,090 | $375K |
| Compass Ion Advisors, LLC | 0.05% | Add +3.4% | 5,913 | $374K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 5,962 | $367K |
| Relative Value Partners Group, LLC | 0.05% | New | 5,856 | $361K |
| Lake Street Private Wealth, LLC | 0.05% | Add +2.4% | 5,856 | $361K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +6.0% | 5,747 | $354K |
| Valeo Financial Advisors, LLC | 0.01% | Add +8.2% | 5,668 | $349K |
| Raffa Wealth Management, LLC | 0.10% | Add +1.5% | 5,645 | $348K |
| Sand Hill Global Advisors, LLC | 0.02% | New | 5,623 | $347K |
| Criterion Capital Advisors, LLC | 0.22% | No change | 5,620 | $346K |
| Kintra Wealth, LLC | 0.24% | Reduce -0.9% | 5,570 | $343K |
| Ancora Advisors LLC | 0.01% | No change | 5,545 | $342K |
| Vista Investment Management | 0.14% | Reduce -34.1% | 5,469 | $337K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 5,440 | $335K |
| AllSquare Wealth Management LLC | 0.20% | No change | 5,424 | $334K |
| Wrapmanager Inc. | 0.09% | Reduce -10.7% | 5,407 | $333K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +9.1% | 5,401 | $333K |
| White Wing Wealth Management | 0.26% | Reduce -78.7% | 5,352 | $330K |
| Peloton Wealth Strategists | 0.14% | Add +9.2% | 5,323 | $328K |
| Collective Family Office LLC | 0.10% | Reduce -0.4% | 5,321 | $328K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +0.8% | 5,309 | $327K |
| Stephens Inc. | 0.01% | Add +0.3% | 5,266 | $325K |
| Farther Finance Advisors, LLC | 0.02% | Add +6.2% | 5,231 | $322K |
| Legacy Edge Advisors, LLC | 0.06% | Add +27.1% | 5,210 | $321K |
| Up Strategic Wealth Investment Advisors LLC | 0.48% | Add +14.9% | 5,113 | $315K |
| Spectrum Wealth Counsel, LLC | 0.04% | No change | 5,093 | $314K |
| Meridian Financial Advisors, LLC | 0.23% | Add +0.0% | 5,068 | $312K |
| AQR Capital Management | 0.00% | New | 5,016 | $309K |
| GW&K Investment Management, LLC | 0.00% | No change | 4,980 | $307K |
| Wedbush Securities Inc. | 0.01% | Add +29.4% | 4,884 | $301K |
| Ritholtz Wealth Management | 0.01% | Reduce -11.8% | 4,873 | $300K |
| Keybank National Association | 0.00% | Add +32.3% | 4,872 | $300K |
| NewEdge Wealth, LLC | 0.01% | Reduce -76.8% | 4,863 | $300K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -8.1% | 4,843 | $299K |
| IFP Advisors, Inc | 0.01% | Add +10.2% | 4,804 | $296K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 4,779 | $295K |
| Alliancebernstein L.P. | 0.00% | Add +13.7% | 4,663 | $287K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 4,650 | $287K |
| Fisher Asset Management | 0.00% | New | 4,598 | $283K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -7.2% | 4,589 | $283K |
| Community Bank, N.A. | 0.04% | New | 4,584 | $283K |
| Vannoy Advisory Group, Inc. | 0.22% | No change | 4,541 | $280K |
| Tufton Capital Management | 0.05% | Reduce -11.3% | 4,437 | $273K |
| Prudential Financial Inc. | 0.00% | Add +11.4% | 4,425 | $273K |
| Savvy Advisors, Inc. | 0.09% | Reduce -17.4% | 4,392 | $271K |
| TFC Financial Management, Inc. | 0.05% | Add +1.9% | 4,383 | $270K |
| Pioneer Wealth Management Group | 0.14% | Reduce -30.6% | 4,375 | $270K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.4% | 4,366 | $269K |
| Columbus Macro, LLC | 0.10% | Reduce -0.8% | 4,246 | $266K |
| Betterment LLC | 0.00% | Add +6.0% | 4,286 | $264K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,280 | $264K |
| Crescent Grove Advisors, LLC | 0.03% | Add +1.5% | 4,267 | $263K |
| Independence Bank of Kentucky | 0.07% | No change | 4,237 | $261K |
| Stone Summit Wealth LLC | 0.09% | No change | 4,224 | $260K |
| KFA Private Wealth Group, LLC | 0.13% | Reduce -48.3% | 4,197 | $259K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,184 | $258K |
| Fort Vancouver Investment Management, LLC | 0.24% | — | 4,125 | $254K |
| Evergreen Capital Management LLC | 0.01% | Add +0.1% | 4,117 | $254K |
| Truefg, LLC | 0.09% | Add +0.3% | 4,116 | $254K |
| Mullaney, Keating & Wright, Inc. | 0.20% | — | 4,114 | $254K |
| Western Wealth Management, LLC | 0.02% | Reduce -29.3% | 4,075 | $251K |
| Valmark Advisers, Inc. | 0.00% | Add +18.8% | 4,071 | $251K |
| Debussy Capital Management LP | 0.07% | No change | 4,046 | $249K |
| Berger Financial Group, Inc | 0.02% | Reduce -2.9% | 4,033 | $249K |
| LPWM LLC | 0.09% | Reduce -2.2% | 3,943 | $247K |
| Signet Financial Management, LLC | 0.03% | Reduce -73.3% | 3,972 | $245K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.7% | 3,930 | $242K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.7% | 3,914 | $241K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,903 | $241K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -3.6% | 3,901 | $240K |
| AE Wealth Management LLC | 0.00% | Reduce -9.1% | 3,899 | $240K |
| Linscomb Wealth, Inc. | 0.01% | Add +4.2% | 3,867 | $238K |
| Maia Wealth LLC | 0.07% | — | 3,703 | $238K |
| Moneco Advisors, LLC | 0.03% | Reduce -63.9% | 3,829 | $236K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +1.1% | 3,563 | $230K |
| Samalin Investment Counsel, LLC | 0.11% | Add +16.9% | 3,704 | $228K |
| Quadcap Wealth Management, LLC | 0.04% | New | 3,693 | $228K |
| GYL Financial Synergies, LLC | 0.02% | No change | 3,663 | $226K |
| Fingerlakes Wealth Management, Inc. | 0.19% | Reduce -1.1% | 3,481 | $215K |
| Orin Green Financial, LLC | 0.10% | New | 3,479 | $214K |
| Cumberland Advisors Inc. | 0.09% | Reduce -7.2% | 3,470 | $214K |
| Wick Capital Partners, LLC | 0.07% | New | 3,461 | $213K |
| Gemmer Asset Management LLC | 0.02% | Add +1.4% | 3,449 | $213K |
| Advisors Capital Management, LLC | 0.00% | Add +0.7% | 3,423 | $211K |
| Ascent Group, LLC | 0.02% | Add +6.4% | 3,393 | $209K |
| Fee-Only Financial Planning, L.C. | 0.14% | No change | 3,350 | $206K |
| Ellis Investment Partners, LLC | 0.04% | Add +0.9% | 3,276 | $202K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -14.9% | 3,272 | $202K |
| Granite Harbor Advisors, Inc. | 0.13% | Reduce -5.3% | 3,270 | $202K |
| Frazier Financial Advisors, LLC | 0.16% | Add +0.8% | 3,247 | $200K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.2% | 3,177 | $196K |
| Key Financial Inc | 0.05% | No change | 3,125 | $193K |
| GHP Investment Advisors, Inc. | 0.01% | Add +3.3% | 2,945 | $182K |
| Red Tortoise LLC | 0.10% | Add +1.4% | 2,926 | $180K |
| Signaturefd, LLC | 0.00% | Add +5.5% | 2,916 | $180K |
| Cassady Schiller Wealth Management, LLC | 0.07% | No change | 2,878 | $177K |
| Park Place Capital Corp | 0.06% | Reduce -81.4% | 2,837 | $175K |
| Arax Advisory Partners | 0.02% | Add +11.0% | 2,740 | $169K |
| Clear Investment Research, LLC | 0.21% | Reduce -1.5% | 2,629 | $162K |
| Valley National Advisers Inc. | 0.02% | No change | 2,556 | $157K |
| New Republic Capital, LLC | 0.08% | New | 2,526 | $156K |
| Phillips Financial Management, LLC | 0.01% | Add +9.1% | 2,334 | $144K |
| FSC Wealth Advisors, LLC | 0.11% | Add +92.2% | 2,328 | $143K |
| SJS Investment Consulting Inc. | 0.03% | No change | 2,190 | $135K |
| Sandy Spring Bank | 0.01% | Reduce -7.6% | 2,158 | $133K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,077 | $128K |
| Spire Wealth Management | 0.00% | Add +4.6% | 1,856 | $114K |
| Highline Wealth Partners LLC | 0.04% | Add +4.9% | 1,841 | $114K |
| JDM Financial Group LLC | 0.07% | Reduce -14.6% | 1,789 | $110K |
| Glassman Wealth Services | 0.02% | No change | 1,786 | $110K |
| Hexagon Capital Partners LLC | 0.02% | Add +39.7% | 1,764 | $109K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.8% | 1,762 | $109K |
| WealthCollab, LLC | 0.08% | No change | 1,762 | $109K |
| Dogwood Wealth Management LLC | 0.07% | Reduce -9.4% | 1,755 | $108K |
| Lanark Financial, Inc. | 0.01% | No change | 1,734 | $106K |
| Kathleen S. Wright Associates Inc. | 0.05% | New | 1,694 | $104K |
| Trust Co | 0.01% | No change | 1,660 | $102K |
| Tompkins Financial Corp. | 0.01% | No change | 1,570 | $97K |
| Princeton Global Asset Management LLC | 0.02% | New | 1,540 | $95K |
| Horizon Bancorp Inc. | 0.04% | No change | 1,467 | $90K |
| Eagle Bay Advisors LLC | 0.05% | Add +0.1% | 1,427 | $88K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +20.8% | 1,418 | $87K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -2.9% | 1,349 | $83K |
| Creative Financial Designs Inc. | 0.01% | Reduce -20.5% | 1,335 | $82K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +8.0% | 1,327 | $82K |
| Rothschild Investment LLC | 0.01% | No change | 1,177 | $73K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.1% | 1,142 | $70K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -0.7% | 1,134 | $70K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -57.6% | 1,074 | $66K |
| Gradient Investments LLC | 0.00% | Reduce -7.8% | 1,057 | $65K |
| Burkett Financial Services, LLC | 0.03% | Add +1.4% | 1,049 | $65K |
| Whittier Trust Co. | 0.00% | No change | 1,048 | $65K |
| Grove Bank & Trust | 0.01% | No change | 1,005 | $62K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +35.6% | 972 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +43.6% | 905 | $59K |
| Private Trust Co. NA | 0.01% | Reduce -24.7% | 944 | $58K |
| Custom Portfolio Group LLC | 0.05% | No change | 932 | $57K |
| Private Wealth Management Group, LLC | 0.02% | New | 930 | $57K |
| Addison Advisors LLC | 0.02% | No change | 925 | $57K |
| Elevation Wealth Partners, LLC | 0.03% | Add +1.4% | 912 | $56K |
| Abound Wealth Management | 0.02% | No change | 908 | $56K |
| Front Row Advisors LLC | 0.02% | No change | 892 | $55K |
| Redwood Wealth Management Group, LLC | 0.04% | New | 879 | $54K |
| Delta Asset Management LLC | 0.00% | No change | 876 | $54K |
| 1832 Asset Management L.P. | 0.00% | New | 861 | $53K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 819 | $50K |
| Wolff Wiese Magana LLC | 0.04% | New | 803 | $49K |
| Blue Trust, Inc. | 0.00% | No change | 781 | $49K |
| Private Ocean, LLC | 0.00% | No change | 785 | $48K |
| Sound Income Strategies, LLC | 0.00% | New | 732 | $45K |
| Bogart Wealth, LLC | 0.00% | Reduce -5.9% | 721 | $44K |
| JNBA Financial Advisors | 0.00% | No change | 700 | $43K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 666 | $43K |
| Gables Capital Management Inc. | 0.02% | New | 688 | $42K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 663 | $41K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -5.3% | 624 | $38K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 623 | $38K |
| City State Bank | 0.02% | No change | 619 | $38K |
| NorthRock Partners, LLC | 0.00% | Add +260.4% | 591 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.9% | 552 | $35K |
| ZynergyRetirementPlanningLLC | 0.03% | — | 561 | $35K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -10.7% | 552 | $34K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 551 | $34K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -23.4% | 535 | $33K |
| International Assets Investment Management, LLC | 0.00% | New | 520 | $32K |
| Tradewinds Capital Management, LLC | 0.01% | Add +27.0% | 508 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 500 | $31K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -71.8% | 500 | $31K |
| Sachetta, LLC | 0.01% | New | 470 | $30K |
| Financial Connections Group, Inc. | 0.01% | Add +145.9% | 455 | $28K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 451 | $28K |
| MCF Advisors LLC | 0.00% | New | 451 | $28K |
| Venturi Wealth Management, LLC | 0.00% | No change | 438 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 412 | $25K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 405 | $25K |
| Stephens Consulting, LLC | 0.01% | Reduce -24.3% | 403 | $25K |
| Colonial Trust Co / SC | 0.00% | No change | 388 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.6% | 387 | $24K |
| Halpern Financial, Inc. | 0.01% | Add +19.4% | 387 | $24K |
| St Germain D J Co. Inc. | 0.00% | No change | 356 | $22K |
| Toronto Dominion Bank | 0.00% | New | 353 | $22K |
| Tucker Asset Management LLC | 0.00% | No change | 333 | $21K |
| WASHINGTON TRUST Co | 0.00% | No change | 329 | $20K |
| Clear Point Advisors Inc. | 0.02% | Add +1.4% | 300 | $19K |
| Coston, McIsaac & Partners | 0.01% | No change | 301 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +3033.3% | 282 | $17K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 279 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 278 | $17K |
| Tsfg, LLC | 0.00% | No change | 279 | $17K |
| CNB Bank | 0.01% | No change | 265 | $16K |
| Hobbs Group Advisors, LLC | 0.01% | — | 260 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $15K |
| Element Wealth, LLC | 0.01% | No change | 239 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | — | 233 | $14K |
| Main Management LLC | 0.00% | No change | 221 | $14K |
| Headlands Technologies LLC | 0.00% | New | 218 | $13K |
| Newton One Investments LLC | 0.01% | Add +1.5% | 205 | $13K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 197 | $12K |
| Angeles Wealth Management, LLC | 0.00% | No change | 198 | $12K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $12K |
| Spotlight Asset Group, Inc. | 0.01% | No change | 180 | $11K |
| Covestor Ltd | 0.01% | Add +37.7% | 179 | $11K |
| Robinswood Financial LLC | 0.00% | New | 169 | $10K |
| Financial Perspectives, Inc | 0.00% | Add +6.7% | 159 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 153 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 134 | $8K |
| Clearstead Trust, LLC | 0.00% | No change | 134 | $8K |
| Great Lakes Retirement, Inc. | 0.00% | New | 133 | $8K |
| Avion Wealth | 0.00% | Add +1.5% | 134 | $8K |
| Aspire Private Capital, LLC | 0.00% | No change | 125 | $8K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 124 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $7K |
| New Millennium Group LLC | 0.00% | New | 111 | $7K |
| Main Street Group, LTD | 0.00% | Reduce -23.1% | 90 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 87 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 83 | $5K |
| McIlrath & Eck, LLC | 0.00% | Add +1.3% | 81 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 76 | $5K |
| Citizens National Bank Trust Department | 0.00% | No change | 75 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 62 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 62 | $4K |
| TCTC Holdings, LLC | 0.00% | Reduce -90.9% | 60 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 58 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 56 | $3K |
| Camelot Portfolios, LLC | 0.00% | New | 54 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 54 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 50 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -55.6% | 48 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 42 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 41 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 33 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | — | 29 | $2K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -76.4% | 29 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 26 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 25 | $2K |
| Archer Investment Corp | 0.00% | No change | 22 | $1K |
| WR Wealth Planners, LLC | 0.00% | No change | 20 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 19 | $1K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 18 | $1K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 16 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 13 | $801 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 12 | $740 |
| American National Bank & Trust | 0.00% | No change | 12 | $740 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 11 | $678 |
| Hollencrest Capital Management | 0.00% | No change | 7 | $431 |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -96.7% | 6 | $370 |
| Triad Wealth Partners, LLC | 0.00% | New | 5 | $308 |
| Strategic Financial Concepts, LLC | 0.00% | New | 13,754 | $216 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -93.9% | 61 | $62 |
| Summit Securities Group LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is SCZ's weight in each manager's 13F, not the share of iShares MSCI Eafe Small-Cap the manager owns.