iShares MSCI Eafe Small-CapSCZETF
13F holders, Q1 2025 (March 31)688holders −18
47new positions
55sold out
1famous investor
$63.62avg. 13F price*
At the end of Q1 2025, 688 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, down 18 from Q4 2024. 47 opened new positions and 55 sold out. The largest holders were Jones Financial Companies LLLP ($655.1M), Natixis Advisors, LLC ($615.2M) and Tiaa Trust, National Association ($492.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $30.4M |
| Exits | 55 | $30.6M |
All 13F filers, Q4 2024 → Q1 2025: 14,561,565 shares bought and 8,359,050 shares sold, net +6,202,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 688 holders
| Jones Financial Companies LLLP | 0.59% | Add +4.9% | 10,190,121 | $655.1M |
| Natixis Advisors, LLC | 1.14% | Add +9.2% | 9,683,677 | $615.2M |
| Tiaa Trust, National Association | 1.54% | Add +393.3% | 7,751,093 | $492.4M |
| BlackRock, Inc. | 0.01% | Add +41.6% | 5,070,162 | $322.1M |
| Creative Planning | 0.27% | Reduce -4.2% | 4,499,028 | $285.8M |
| JPMorgan Chase & Co. | 0.02% | Add +198.5% | 3,884,691 | $246.8M |
| FMR LLC | 0.02% | Reduce -16.6% | 3,730,430 | $237.0M |
| State of New Jersey Common Pension Fund D | 1.02% | No change | 3,560,557 | $226.2M |
| Bank of New York Mellon Corp | 0.04% | Reduce -2.0% | 3,454,680 | $219.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.0% | 3,449,588 | $219.2M |
| Morgan Stanley | 0.01% | Reduce -3.8% | 2,530,027 | $160.7M |
| Bank of America Corp. | 0.01% | Reduce -43.0% | 1,910,041 | $121.3M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -13.2% | 1,436,950 | $91.3M |
| Focus Partners Wealth | 0.22% | Add +8.5% | 1,362,935 | $86.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.5% | 1,238,491 | $78.7M |
| Citigroup Inc. | 0.06% | Reduce -15.6% | 1,225,453 | $77.9M |
| Modera Wealth Management, LLC | 1.03% | Reduce -50.5% | 1,197,955 | $76.1M |
| Northern Trust Corp. | 0.01% | Reduce -1.0% | 1,107,168 | $70.3M |
| UBS Group AG | 0.02% | Add +1.9% | 1,090,404 | $69.3M |
| Cassaday & Co Wealth Management LLC | 1.93% | Add +5.8% | 1,079,289 | $68.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 3.61% | Add +552.0% | 877,000 | $55.7M |
| Nuveen, LLC | 0.01% | — | 749,790 | $47.6M |
| LPL Financial LLC | 0.02% | Add +22.0% | 743,180 | $47.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -5.6% | 731,912 | $46.5M |
| Avantax Advisory Services, Inc. | 0.28% | Add +6.4% | 724,381 | $46.0M |
| Alberta Investment Management Corp | 0.33% | Reduce -20.4% | 720,092 | $45.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.05% | Reduce -28.2% | 689,995 | $43.8M |
| Corient Private Wealth LP | 0.07% | Add +6.5% | 687,049 | $43.6M |
| State of Tennessee, Department of Treasury | 0.17% | Add +30.3% | 682,530 | $43.4M |
| Bank of Montreal | 0.02% | Reduce -1.6% | 672,213 | $42.7M |
| Financial Advisory Corp | 6.83% | Reduce -8.8% | 649,228 | $41.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -4.0% | 583,080 | $37.0M |
| Wilmington Savings Fund Society, FSB | 0.69% | Add +0.7% | 582,846 | $37.0M |
| Franklin Resources Inc. | 0.01% | Add +6.7% | 575,480 | $36.6M |
| Wellington Management Group LLP | 0.01% | Reduce -18.1% | 480,622 | $30.5M |
| Moneta Group Investment Advisors LLC | 0.41% | Add +2.8% | 473,295 | $30.1M |
| Plancorp, LLC | 1.14% | Reduce -1.5% | 454,138 | $28.9M |
| Baker Avenue Asset Management, LP | 0.87% | Add +0.8% | 438,326 | $27.8M |
| Halbert Hargrove Global Advisors, LLC | 1.52% | Reduce -6.8% | 420,890 | $26.7M |
| Ballentine Partners, LLC | 0.46% | Reduce -3.6% | 417,390 | $26.5M |
| Coldstream Capital Management Inc. | 0.55% | Reduce -43.7% | 403,601 | $25.6M |
| Mariner, LLC | 0.04% | Add +164.7% | 395,166 | $25.1M |
| One Capital Management, LLC | 0.83% | Reduce -41.0% | 387,510 | $24.6M |
| Choreo, LLC | 0.36% | Reduce -5.8% | 367,541 | $23.3M |
| Wells Fargo & Company | 0.01% | Reduce -11.9% | 347,010 | $22.0M |
| Raymond James Financial Inc. | 0.01% | Add +51.9% | 341,744 | $21.7M |
| Wealthcare Advisory Partners LLC | 0.58% | Add +5.7% | 340,228 | $21.6M |
| Arvest Bank Trust Division | 1.35% | Reduce -0.6% | 336,261 | $21.4M |
| Bear Mountain Capital, Inc. | 8.15% | Add +0.6% | 316,174 | $21.1M |
| Shakespeare Wealth Management, LLC | 4.94% | Add +0.8% | 290,415 | $18.5M |
| Mill Creek Capital Advisors, LLC | 0.44% | Reduce -14.9% | 288,855 | $18.4M |
| MAI Capital Management | 0.14% | Add +7.9% | 280,664 | $17.8M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -3.7% | 276,287 | $17.6M |
| Quadrant Capital Group LLC | 0.65% | Reduce -8.7% | 274,023 | $17.4M |
| Equitable Holdings, Inc. | 0.16% | Reduce -1.1% | 267,986 | $17.0M |
| Truist Financial Corp. | 0.03% | Reduce -4.9% | 263,411 | $16.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.7% | 258,384 | $16.4M |
| Brand Asset Management Group, Inc. | 6.57% | Reduce -22.0% | 247,875 | $15.7M |
| Shore Point Advisors, LLC | 8.18% | Reduce -7.5% | 243,326 | $15.5M |
| Stifel Financial Corp. | 0.02% | Reduce -0.1% | 241,875 | $15.4M |
| Cetera Investment Advisers | 0.03% | Add +6.6% | 241,151 | $15.3M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 237,067 | $15.1M |
| Full Sail Capital, LLC | 0.89% | Add +0.4% | 216,349 | $13.7M |
| First Citizens Bank & Trust Co. | 0.34% | Add +6.2% | 212,079 | $13.5M |
| New York Life Investment Management LLC | 0.13% | New | 204,033 | $13.0M |
| Checchi Capital Advisers, LLC | 0.90% | Reduce -6.0% | 201,275 | $12.8M |
| Fifth Third Bancorp | 0.05% | Reduce -6.9% | 200,122 | $12.7M |
| Mission Wealth Management, LP | 0.32% | Reduce -1.4% | 198,803 | $12.6M |
| Exencial Wealth Advisors, LLC | 0.44% | Reduce -0.9% | 187,772 | $11.9M |
| Wealth Architects, LLC | 1.29% | Reduce -0.8% | 184,592 | $11.7M |
| Savant Capital, LLC | 0.10% | Reduce -14.5% | 182,184 | $11.6M |
| RTD Financial Advisors, Inc. | 1.53% | Add +6.0% | 179,026 | $11.4M |
| Klingman & Associates, LLC | 0.66% | Reduce -0.8% | 170,065 | $10.8M |
| FSM Wealth Advisors, LLC | 2.26% | Add +25.7% | 157,879 | $10.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.8% | 156,958 | $10.0M |
| Captrust Financial Advisors | 0.03% | Add +3.1% | 156,650 | $10.0M |
| Alesco Advisors, LLC, An ESL Co | 0.31% | Reduce -1.1% | 154,274 | $9.8M |
| Pure Financial Advisors, LLC | 0.20% | Reduce -7.2% | 152,321 | $9.7M |
| Sachem Hill LLC | 1.76% | Reduce -1.6% | 141,114 | $9.0M |
| Sterling Capital Management LLC | 0.14% | Add +52.9% | 140,442 | $8.9M |
| Omega Financial Group, LLC | 3.39% | Add +3.0% | 138,967 | $8.8M |
| Auto-Owners Insurance Co | 0.23% | Add +109.2% | 109,400 | $8.8M |
| M&T Bank Corp | 0.03% | Reduce -0.8% | 136,916 | $8.7M |
| IMA Advisory Services, Inc. | 1.02% | Reduce -11.2% | 135,712 | $8.6M |
| Shoker Investment Counsel, Inc. | 2.81% | Add +3.0% | 130,922 | $8.3M |
| WESCAP Management Group, Inc. | 2.02% | Reduce -4.9% | 130,435 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -6.7% | 128,392 | $8.2M |
| Sound Stewardship, LLC | 4.62% | Add +1.4% | 127,583 | $8.1M |
| DORVAL Corp | 3.20% | Add +1.7% | 126,394 | $7.9M |
| Ifrah Financial Services, Inc. | 2.24% | Reduce -0.9% | 122,512 | $7.8M |
| Barclays PLC | 0.00% | Add +288.9% | 121,380 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -23.1% | 120,897 | $7.7M |
| Brighton Jones LLC | 0.24% | Reduce -0.8% | 117,938 | $7.5M |
| Great Lakes Advisors, LLC | 0.07% | Add +0.4% | 116,983 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.2% | 116,522 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Add +8.6% | 116,202 | $7.4M |
| Charles Schwab Trust Co | 0.61% | Reduce -0.5% | 115,058 | $7.3M |
| Bryn Mawr Trust Advisors, LLC | 0.44% | Add +19.2% | 114,962 | $7.3M |
| Waverly Advisors, LLC | 0.09% | Reduce -5.2% | 114,861 | $7.3M |
| Cullen/Frost Bankers, Inc. | 0.10% | Add +3.8% | 113,868 | $7.2M |
| Pathstone Holdings, LLC | 0.03% | Reduce -27.6% | 113,639 | $7.2M |
| Larson Financial Group LLC | 0.31% | Reduce -4.2% | 102,205 | $6.5M |
| Bessemer Group Inc. | 0.01% | Add +0.1% | 100,695 | $6.4M |
| Arvest Investments, Inc. | 1.01% | Add +0.3% | 100,592 | $6.4M |
| Investors Research Corp | 1.38% | Reduce -4.7% | 100,231 | $6.4M |
| Bank of Stockton | 2.02% | Reduce -2.5% | 99,675 | $6.3M |
| Fonville Wealth Management LLC | 1.80% | Add +7.9% | 94,006 | $6.1M |
| Brooklyn FI, LLC | 1.88% | Add +4.4% | 89,216 | $6.1M |
| US Bancorp \de | 0.01% | Add +11.1% | 94,904 | $6.0M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -12.2% | 94,966 | $6.0M |
| Austin Private Wealth, LLC | 0.54% | Reduce -41.9% | 94,963 | $6.0M |
| NewEdge Advisors, LLC | 0.04% | Add +2.7% | 94,324 | $6.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +80.9% | 91,874 | $5.8M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +5.1% | 84,114 | $5.3M |
| Bank of Hawaii | 0.30% | Reduce -5.3% | 80,916 | $5.1M |
| IFG Advisors, LLC | 0.98% | Add +5.5% | 80,447 | $5.1M |
| American Financial Advisors, LLC | 0.72% | Reduce -8.5% | 78,080 | $5.0M |
| Encompass Wealth Advisors, LLC | 2.02% | Add +7.4% | 78,069 | $5.0M |
| &partners | 0.05% | Add +10.0% | 76,297 | $4.9M |
| Latigo Investments, LLC | 2.51% | No change | 74,019 | $4.7M |
| Allworth Financial LP | 0.03% | Reduce -2.3% | 70,002 | $4.6M |
| MML Investors Services, LLC | 0.02% | Reduce -5.6% | 72,294 | $4.6M |
| Goldstein Advisors, LLC | 0.67% | Add +8.9% | 72,000 | $4.6M |
| Coppell Advisory Solutions LLC | 0.63% | Add +34126.2% | 79,747 | $4.5M |
| LTG Capital LLC | 4.10% | Reduce -2.0% | 70,724 | $4.5M |
| Washington Trust Bank | 0.45% | Reduce -24.5% | 70,392 | $4.5M |
| Bleakley Financial Group, LLC | 0.14% | Add +5.2% | 68,130 | $4.3M |
| Fca Corp. | 1.36% | Reduce -1.1% | 67,249 | $4.3M |
| Quent Capital, LLC | 0.45% | Reduce -12.2% | 66,901 | $4.3M |
| Harbor Advisory Corp. | 1.43% | Add +1.4% | 66,890 | $4.2M |
| Cornerstone Management, Inc. | 0.79% | Reduce -3.4% | 66,282 | $4.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -14.0% | 66,212 | $4.2M |
| Clearwater Capital Advisors, LLC | 0.41% | Add +0.4% | 65,994 | $4.2M |
| My Personal CFO, LLC | 2.09% | Reduce -9.9% | 65,379 | $4.2M |
| MSH Capital Advisors LLC | 1.28% | Add +1.7% | 65,177 | $4.1M |
| Heritage Trust Co | 0.50% | Reduce -12.9% | 65,055 | $4.1M |
| NorthStar Asset Management LLC | 2.54% | Add +6.6% | 63,962 | $4.1M |
| Cascade Financial Partners, LLC | 0.50% | Reduce -0.5% | 62,802 | $4.0M |
| Glenmede Trust Co. NA | 0.02% | Reduce -10.1% | 61,839 | $3.9M |
| Parkside Financial Bank & Trust | 0.47% | Add +10.8% | 58,456 | $3.7M |
| Aspiriant, LLC | 0.13% | No change | 57,260 | $3.6M |
| Sei Investments Co. | 0.00% | Add +2.7% | 56,882 | $3.6M |
| Comerica Bank | 0.02% | Reduce -5.8% | 56,809 | $3.6M |
| NBT Bank, N.A. | 0.24% | Add +8.5% | 53,132 | $3.4M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -49.3% | 51,126 | $3.2M |
| Total Wealth Planning, LLC | 0.50% | Reduce -5.1% | 51,030 | $3.2M |
| World Investment Advisors | 0.08% | Reduce -2.9% | 50,276 | $3.2M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +7.1% | 49,981 | $3.2M |
| Foundation Wealth Management, LLC\PA | 1.48% | Reduce -1.6% | 48,936 | $3.1M |
| Partners in Financial Planning | 0.62% | Add +0.0% | 48,274 | $3.1M |
| Hancock Whitney Corp. | 0.10% | Reduce -2.6% | 47,425 | $3.0M |
| Narus Financial Partners, LLC | 1.00% | Reduce -0.1% | 46,376 | $2.9M |
| Acropolis Investment Management, LLC | 0.17% | Reduce -3.3% | 46,200 | $2.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.27% | Reduce -46.3% | 45,938 | $2.9M |
| Flow Traders U.S. LLC | 0.12% | New | 45,865 | $2.9M |
| Walleye Capital LLC | 0.04% | Add +908.6% | 45,718 | $2.9M |
| Martin & Co. Inc. | 0.56% | Add +1.1% | 45,625 | $2.9M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -7.2% | 45,390 | $2.9M |
| Disciplined Investments, LLC | 1.30% | Add +0.3% | 44,553 | $2.8M |
| Richard W. Paul & Associates, LLC | 1.11% | Add +0.9% | 44,383 | $2.8M |
| Waldron Private Wealth LLC | 0.13% | Reduce -46.9% | 43,078 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.7% | 42,947 | $2.7M |
| Creekside Partners | 1.41% | Reduce -0.7% | 42,477 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +27.8% | 41,882 | $2.7M |
| Beacon Harbor Wealth Advisors, Inc. | 0.60% | Add +0.9% | 40,923 | $2.6M |
| Abacus Planning Group, Inc. | 0.46% | Add +0.3% | 40,887 | $2.6M |
| Partnership Wealth Management, LLC | 2.13% | Add +1.7% | 39,426 | $2.5M |
| Park Avenue Securities LLC | 0.03% | Add +11.0% | 39,364 | $2.5M |
| Breakwater Capital Group | 0.42% | Add +21.9% | 36,930 | $2.3M |
| Corrigan Financial, Inc. | 0.48% | Reduce -4.0% | 36,622 | $2.3M |
| Avior Wealth Management, LLC | 0.09% | Reduce -3.9% | 36,531 | $2.3M |
| Coyle Financial Counsel LLC | 0.70% | Reduce -16.9% | 36,182 | $2.3M |
| Noble Family Wealth, LLC | 0.63% | Reduce -0.6% | 36,144 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -31.9% | 35,888 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -3.7% | 34,493 | $2.3M |
| Oak Root LLC | 0.30% | Reduce -35.6% | 35,448 | $2.3M |
| Nicholas Hoffman & Company, LLC. | 0.09% | Reduce -3.6% | 35,358 | $2.2M |
| Eagle Strategies LLC | 0.39% | Add +1.2% | 35,042 | $2.2M |
| Rialto Wealth Management, LLC | 0.70% | Reduce -0.7% | 35,013 | $2.2M |
| Hi-Line Capital Management, LLC | 0.83% | No change | 34,738 | $2.2M |
| Prosperity Planning, Inc. | 0.99% | Add +1.7% | 34,727 | $2.2M |
| PrairieView Partners, LLC | 0.23% | Reduce -0.5% | 34,739 | $2.2M |
| Rwa Wealth Partners, LLC | 0.03% | Add +8.1% | 34,547 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Reduce -8.3% | 34,478 | $2.2M |
| James J. Burns & Company, LLC | 0.39% | Add +5.8% | 34,335 | $2.2M |
| BIP Wealth, LLC | 0.14% | Reduce -4.2% | 34,241 | $2.2M |
| Vance Wealth, LLC | 0.82% | Reduce -5.3% | 34,170 | $2.2M |
| Crewe Advisors LLC | 0.30% | Reduce -1.0% | 33,698 | $2.1M |
| Aptus Capital Advisors, LLC | 0.02% | Add +12.3% | 33,428 | $2.1M |
| Droms Strauss Advisors Inc. /Mo/ | 0.73% | Add +0.8% | 33,317 | $2.1M |
| Composition Wealth, LLC | 0.04% | Reduce -2.4% | 33,213 | $2.1M |
| Probity Advisors, Inc. | 0.40% | Add +0.3% | 33,191 | $2.1M |
| UMB Bank, n.a. | 0.03% | Reduce -13.8% | 32,607 | $2.1M |
| Capital A Wealth Management, LLC | 2.16% | New | 32,481 | $2.1M |
| American Financial & Tax Strategies Inc. | 1.10% | Reduce -2.9% | 32,216 | $2.0M |
| Foundation Wealth Management, LLC | 1.59% | Add +11.9% | 31,997 | $2.0M |
| Pointe Capital Management LLC | 1.18% | Reduce -17.6% | 31,850 | $2.0M |
| Peloton Wealth Strategists | 0.86% | Add +756.1% | 31,789 | $2.0M |
| First Citizens Asset Management, Inc. | 0.78% | Reduce -1.1% | 31,711 | $2.0M |
| Elmwood Wealth Management, Inc. | 0.83% | Reduce -4.4% | 31,691 | $2.0M |
| Atlas Capital Advisors Inc. | 0.25% | Reduce -3.6% | 31,565 | $2.0M |
| Canopy Partners, LLC | 0.78% | No change | 31,418 | $2.0M |
| Kelly Financial Group LLC | 0.62% | Reduce -14.7% | 31,328 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.5% | 30,623 | $1.9M |
| Citizens Financial Group Inc. | 0.04% | Reduce -10.4% | 30,191 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Add +28.5% | 29,956 | $1.9M |
| Reston Wealth Management LLC | 0.76% | Reduce -5.8% | 29,684 | $1.9M |
| Benjamin Edwards Inc. | 0.03% | Add +4.5% | 29,388 | $1.9M |
| CI Investments Inc. | 0.01% | Reduce -3.9% | 29,084 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +5.4% | 28,619 | $1.8M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.74% | Reduce -63.5% | 28,617 | $1.8M |
| Elyxium Wealth, LLC | 0.79% | Reduce -5.5% | 28,239 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Add +7.3% | 28,183 | $1.8M |
| Efficient Advisors, LLC | 0.12% | Reduce -22.8% | 28,138 | $1.8M |
| Endowment Wealth Management, Inc. | 1.15% | Reduce -1.2% | 28,070 | $1.8M |
| Fifth Third Wealth Advisors LLC | 0.09% | Reduce -9.3% | 27,770 | $1.8M |
| Morris Financial Concepts, Inc. | 0.74% | Reduce -6.5% | 27,726 | $1.8M |
| Frontier Asset Management, LLC | 0.51% | Reduce -10.6% | 27,712 | $1.8M |
| Principal Securities, Inc. | 0.04% | Add +3.9% | 28,222 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.2% | 26,974 | $1.7M |
| Aire Advisors, LLC | 0.35% | Reduce -8.5% | 26,500 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +8.7% | 26,229 | $1.7M |
| Capital Analysts, LLC | 0.06% | Reduce -14.9% | 26,141 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 25,835 | $1.6M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -22.6% | 25,521 | $1.6M |
| Regal Investment Advisors LLC | 0.13% | Reduce -48.4% | 25,063 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.16% | Add +1.0% | 24,959 | $1.6M |
| Family Firm, Inc. | 0.35% | No change | 24,834 | $1.6M |
| Strategic Family Wealth Counselors, L.L.C. | 0.51% | Reduce -0.2% | 24,625 | $1.6M |
| Blair William & Co. | 0.00% | Add +1.5% | 24,598 | $1.6M |
| Financial Counselors Inc. | 0.02% | Reduce -5.3% | 24,476 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Add +6.4% | 23,799 | $1.5M |
| Dohj, LLC | 0.34% | Reduce -2.2% | 23,740 | $1.5M |
| May Hill Capital, LLC | 0.56% | Reduce -10.8% | 23,157 | $1.5M |
| Falcon Wealth Planning | 0.16% | Reduce -23.0% | 23,107 | $1.5M |
| Sincerus Advisory, LLC | 1.55% | Add +1.5% | 23,105 | $1.5M |
| RPg Family Wealth Advisory, LLC | 0.41% | Add +1.4% | 22,576 | $1.4M |
| Nicolet Advisory Services, LLC | 0.14% | Reduce -3.6% | 23,638 | $1.4M |
| First American Trust, FSB | 0.13% | Add +69.6% | 22,549 | $1.4M |
| Strive Asset Management, LLC | 0.99% | Reduce -14.8% | 22,488 | $1.4M |
| Two Sigma Securities, LLC | 0.22% | New | 22,212 | $1.4M |
| Evanson Asset Management, LLC | 0.10% | No change | 22,113 | $1.4M |
| FDx Advisors, Inc. | 0.46% | Reduce -3.6% | 22,055 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +1.1% | 21,683 | $1.4M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -4.9% | 21,615 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -24.6% | 21,611 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.45% | Add +7.5% | 21,142 | $1.3M |
| MB Generational Wealth, LLC | 1.00% | Add +12.5% | 21,126 | $1.3M |
| Trust Co of the South | 0.28% | No change | 21,035 | $1.3M |
| PICTET BANK & TRUST Ltd | 1.63% | No change | 21,030 | $1.3M |
| Sterling Financial Planning, Inc. | 0.48% | Reduce -1.7% | 20,772 | $1.3M |
| Lee Financial Co | 0.20% | Reduce -0.2% | 20,720 | $1.3M |
| SCS Capital Management LLC | 0.02% | New | 20,478 | $1.3M |
| Intergy Private Wealth, LLC | 0.49% | No change | 20,397 | $1.3M |
| M Holdings Securities, Inc. | 0.21% | Reduce -8.1% | 20,295 | $1.3M |
| Hudson Portfolio Management LLC | 1.22% | Reduce -1.8% | 20,020 | $1.3M |
| Great Point Wealth Advisors, LLC | 0.27% | Reduce -6.5% | 19,998 | $1.3M |
| Continuum Advisory, LLC | 0.16% | Add +5.8% | 19,675 | $1.2M |
| Stonehearth Capital Management, LLC | 0.52% | New | 19,587 | $1.2M |
| Berkeley, Inc | 0.58% | Add +11.5% | 19,523 | $1.2M |
| SageView Advisory Group, LLC | 0.05% | Reduce -42.4% | 19,474 | $1.2M |
| Cardiff Park Advisors, LLC | 0.12% | Reduce -3.6% | 19,457 | $1.2M |
| Monument Group Wealth Advisors, LLC | 0.85% | Reduce -0.1% | 19,237 | $1.2M |
| Guidance Point Advisors, LLC | 0.35% | Reduce -49.5% | 18,601 | $1.2M |
| GEM Asset Management, LLC | 0.63% | No change | 17,671 | $1.1M |
| Wealthcare Capital Management LLC | 0.11% | Reduce -10.4% | 17,605 | $1.1M |
| Parkworth Wealth Management, Inc. | 0.89% | Reduce -0.1% | 17,596 | $1.1M |
| Tortoise Investment Management, LLC | 0.11% | Reduce -2.1% | 17,152 | $1.1M |
| Sax Wealth Advisors, LLC | 0.08% | Add +9.7% | 17,039 | $1.1M |
| Rebalance, LLC | 0.08% | No change | 17,000 | $1.1M |
| TAGStone Capital, Inc. | 0.52% | Reduce -10.8% | 16,743 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -7.6% | 16,332 | $1.0M |
| Clearstead Advisors, LLC | 0.02% | Reduce -1.7% | 16,123 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +49.7% | 16,098 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.8% | 15,985 | $1.0M |
| McLean Asset Management Corp | 0.34% | Add +31.7% | 17,618 | $1.0M |
| Physician Wealth Advisors, Inc. | 0.17% | Reduce -3.7% | 15,963 | $1.0M |
| Squire Investment Management Company, LLC | 0.42% | Reduce -45.7% | 15,896 | $1.0M |
| GenTrust, LLC | 0.05% | No change | 15,849 | $1.0M |
| Interchange Capital Partners, LLC | 0.28% | Add +0.6% | 15,604 | $991K |
| BayBridge Capital Group, LLC | 0.69% | Add +0.9% | 15,151 | $963K |
| RBF Capital, LLC | 0.06% | No change | 15,000 | $953K |
| Harbor Group, Inc. | 0.19% | Reduce -4.1% | 14,975 | $951K |
| Geneos Wealth Management Inc. | 0.03% | Add +15.8% | 14,968 | $951K |
| Twin Focus Capital Partners, LLC | 0.15% | Reduce -41.8% | 14,775 | $939K |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.2% | 14,747 | $937K |
| Walkner Condon Financial Advisors LLC | 0.19% | Reduce -0.0% | 14,721 | $935K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -0.6% | 14,528 | $923K |
| Argent Trust Co | 0.04% | Add +8.3% | 14,512 | $922K |
| Aletheian Wealth Advisors LLC | 0.51% | Reduce -0.4% | 14,404 | $915K |
| GFS Advisors, LLC | 0.18% | No change | 14,352 | $912K |
| GTS Securities LLC | 0.04% | Add +222.3% | 14,295 | $908K |
| Flputnam Investment Management Co. | 0.02% | Reduce -0.8% | 14,084 | $895K |
| Keel Point, LLC | 0.07% | Reduce -28.0% | 13,754 | $874K |
| Abc Arbitrage SA | 0.16% | New | 13,735 | $873K |
| EP Wealth Advisors, LLC | 0.01% | Add +89.6% | 13,636 | $866K |
| Curi Capital, LLC | 0.02% | Add +10.9% | 13,601 | $864K |
| Independence Bank of Kentucky | 0.14% | Reduce -28.1% | 13,594 | $864K |
| Tobias Financial Advisors, Inc. | 0.17% | Reduce -0.5% | 13,584 | $863K |
| Mason Investment Advisory Services, Inc. | 0.05% | No change | 13,549 | $861K |
| Tilson Financial Group, Inc. | 0.34% | Reduce -4.2% | 13,520 | $859K |
| Harbor Investment Advisory, LLC | 0.08% | No change | 13,476 | $856K |
| Magnus Financial Group LLC | 0.08% | Add +2.8% | 13,455 | $855K |
| Truepoint, Inc. | 0.02% | No change | 13,402 | $851K |
| Bokf, NA | 0.01% | Reduce -0.4% | 13,323 | $846K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Reduce -12.1% | 13,289 | $844K |
| Glenview Trust Co | 0.02% | Reduce -4.8% | 13,272 | $843K |
| Clayton Financial Group LLC | 0.31% | Add +3.6% | 13,227 | $840K |
| Westmount Partners, LLC | 0.26% | Reduce -2.8% | 13,183 | $838K |
| Allegheny Financial Group | 0.21% | Reduce -9.1% | 13,010 | $827K |
| Cahill Wealth Management, LLC | 0.42% | Reduce -0.3% | 12,979 | $825K |
| Compound Planning, Inc. | 0.04% | Reduce -26.3% | 12,923 | $821K |
| LongView Wealth Management | 0.24% | Add +4.3% | 12,826 | $815K |
| First Western Trust Bank | 0.04% | Reduce -3.9% | 12,538 | $797K |
| Lido Advisors, LLC | 0.00% | Add +18.7% | 12,446 | $791K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.5% | 12,419 | $789K |
| Mutual Advisors, LLC | 0.02% | Reduce -41.8% | 11,935 | $787K |
| Busey Bank | 0.03% | No change | 12,279 | $780K |
| Windward Private Wealth Management Inc. | 0.30% | Reduce -1.6% | 12,164 | $773K |
| Wedmont Private Capital | 0.04% | Add +71.6% | 12,274 | $765K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +36.1% | 12,011 | $763K |
| Central Bank & Trust Co. | 0.13% | Reduce -57.8% | 11,993 | $762K |
| BLKBRD Asset Management, LP | 0.92% | New | 11,957 | $760K |
| Merit Financial Group, LLC | 0.01% | Add +0.0% | 11,940 | $759K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -7.0% | 11,922 | $757K |
| Whittier Trust Co. | 0.01% | Add +0.1% | 11,743 | $746K |
| Wealthcare Capital Partners, LLC | 0.38% | Add +5.1% | 11,678 | $742K |
| BluePointe Capital Management, LLC | 0.28% | Add +5.1% | 11,637 | $739K |
| McAdam, LLC | 0.05% | Reduce -52.8% | 11,574 | $735K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +0.1% | 11,468 | $729K |
| Farther Finance Advisors, LLC | 0.02% | Add +85.6% | 11,417 | $726K |
| Parallel Advisors, LLC | 0.02% | Add +51.7% | 11,352 | $722K |
| Invesco Ltd. | 0.00% | Reduce -0.2% | 11,256 | $715K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.1% | 11,167 | $709K |
| Accretive Wealth Partners, LLC | 0.25% | Add +9.8% | 10,420 | $707K |
| Summit Financial, LLC | 0.02% | Add +3.0% | 11,113 | $706K |
| REDW Wealth LLC | 0.26% | Add +12.0% | 11,086 | $704K |
| Strategic Blueprint, LLC | 0.04% | Reduce -13.1% | 11,051 | $702K |
| Birch Financial Group, LLC | 0.62% | Add +196.8% | 10,927 | $694K |
| Retirement Planning Group, LLC | 0.03% | Reduce -41.6% | 10,849 | $689K |
| Braun-Bostich & Associates Inc. | 0.50% | Add +28.7% | 10,729 | $682K |
| Williams & Novak, LLC | 0.66% | Add +1.8% | 10,641 | $676K |
| Deutsche Bank AG | 0.00% | New | 10,536 | $669K |
| PBMares Wealth Management LLC | 0.13% | Add +2.2% | 10,516 | $668K |
| Presilium Private Wealth, LLC | 0.15% | Reduce -16.4% | 10,367 | $659K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.2% | 10,313 | $655K |
| GWN Securities Inc. | 0.04% | New | 10,130 | $655K |
| IFP Advisors, Inc | 0.02% | Add +128.0% | 10,289 | $654K |
| Asset Dedication, LLC | 0.05% | Add +0.2% | 10,279 | $653K |
| Wooster Corthell Wealth Management, Inc. | 0.13% | Reduce -8.8% | 10,247 | $651K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Reduce -0.2% | 10,195 | $648K |
| Forum Financial Management, LP | 0.01% | Reduce -41.6% | 10,003 | $635K |
| Mather Group, Llc. | 0.01% | Reduce -0.3% | 9,926 | $631K |
| Alpha Omega Wealth Management LLC | 0.12% | No change | 9,922 | $630K |
| Martin Worley Group | 0.36% | No change | 9,877 | $627K |
| Betterment LLC | 0.00% | Add +2.0% | 9,775 | $621K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -0.9% | 9,693 | $616K |
| St. Louis Trust Co | 0.09% | No change | 9,680 | $615K |
| AQR Capital Management | 0.00% | Add +28.4% | 9,660 | $614K |
| HRT Financial LP | 0.00% | New | 9,631 | $611K |
| First Horizon Advisors, Inc. | 0.02% | Add +2.9% | 9,586 | $609K |
| Rf&l Wealth Management, LLC | 0.43% | Add +1.1% | 9,503 | $604K |
| William Howard & Co Financial Advisors Inc | 0.56% | No change | 9,454 | $601K |
| Cutler Investment Counsel LLC | 0.07% | Add +19.7% | 9,357 | $594K |
| Lam Group, Inc. | 0.43% | No change | 9,155 | $582K |
| Ascent Group, LLC | 0.02% | New | 9,073 | $576K |
| Vestcor Inc | 0.02% | Reduce -63.2% | 9,050 | $575K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | No change | 9,020 | $573K |
| National Bank of Canada | 0.00% | Reduce -3.4% | 8,950 | $568K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Reduce -5.3% | 8,851 | $562K |
| American Century Companies Inc. | 0.00% | Reduce -91.3% | 8,829 | $561K |
| Fidelis Capital Partners, LLC | 0.06% | Add +7.7% | 8,354 | $551K |
| Johnson Financial Group, LLC | 0.06% | New | 8,535 | $542K |
| Cibc World Market Inc. | 0.00% | Reduce -2.1% | 8,478 | $539K |
| Index Fund Advisors, Inc. | 0.03% | Add +1.9% | 8,392 | $533K |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.5% | 8,349 | $530K |
| Keybank National Association | 0.00% | Reduce -2.2% | 8,115 | $516K |
| Brucke Financial, Inc. | 0.44% | Add +9.5% | 7,629 | $507K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -8.4% | 7,950 | $505K |
| Becker Capital Management Inc. | 0.02% | Reduce -5.1% | 7,937 | $504K |
| Athena Investment Management | 0.30% | Reduce -4.0% | 7,915 | $503K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 7,876 | $500K |
| Integrity Wealth Solutions LLC | 0.27% | Reduce -3.2% | 7,771 | $494K |
| Quantinno Capital Management LP | 0.00% | Add +7.9% | 7,771 | $494K |
| Synovus Financial Corp. | 0.01% | Reduce -1.2% | 7,738 | $492K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.1% | 23,523 | $481K |
| ARK & TLK Investments, LLC | 0.17% | Add +0.8% | 7,569 | $481K |
| JMG Financial Group, Ltd. | 0.02% | No change | 7,501 | $477K |
| Simplicity Wealth,LLC | 0.04% | New | 7,500 | $476K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +9.4% | 7,484 | $475K |
| Morton Capital Management LLC | 0.09% | Reduce -0.7% | 7,407 | $471K |
| Richard P Slaughter Associates Inc | 0.11% | Reduce -9.1% | 7,349 | $467K |
| Adero Partners, LLC | 0.03% | No change | 7,346 | $467K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 7,235 | $460K |
| Victory Capital Management Inc. | 0.00% | Reduce -89.7% | 7,232 | $459K |
| Tranquility Partners, LLC | 0.18% | Reduce -3.4% | 7,218 | $459K |
| Independent Advisor Alliance | 0.02% | Reduce -44.3% | 7,204 | $458K |
| Factor Wealth Management LTD | 0.14% | Add +5.4% | 7,093 | $451K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -11.1% | 6,970 | $443K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 6,918 | $440K |
| West Coast Financial LLC | 0.05% | Reduce -8.1% | 6,790 | $431K |
| Fiduciary Advisors, Inc. | 0.43% | No change | 6,783 | $431K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -81.7% | 6,770 | $430K |
| Whalerock Point Partners, LLC | 0.10% | No change | 6,700 | $426K |
| Watts Gwilliam & Co., LLC | 0.09% | Reduce -8.0% | 6,691 | $425K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.2% | 6,659 | $423K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +753.3% | 6,784 | $422K |
| Beaird Harris Wealth Management, LLC | 0.04% | No change | 6,633 | $421K |
| Spectrum Wealth Counsel, LLC | 0.05% | Reduce -0.6% | 6,612 | $420K |
| Brickley Wealth Management | 0.09% | No change | 6,575 | $418K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.3% | 6,482 | $412K |
| Courage Miller Partners, LLC | 0.14% | Add +2.4% | 6,454 | $410K |
| Cwm, LLC | 0.00% | Add +7.8% | 6,457 | $410K |
| Headinvest, LLC | 0.08% | No change | 6,370 | $405K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -98.5% | 6,317 | $401K |
| Bridge Generations Wealth Management LLC | 0.25% | Reduce -12.7% | 6,262 | $398K |
| Cornerstone Wealth Advisors, Inc. | 0.11% | Add +0.5% | 6,240 | $396K |
| Savvy Advisors, Inc. | 0.04% | Add +11.3% | 6,217 | $395K |
| Integrated Advisors Network LLC | 0.02% | No change | 6,171 | $392K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -6.9% | 6,021 | $383K |
| Lake Street Private Wealth, LLC | 0.06% | No change | 6,015 | $382K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -38.3% | 5,940 | $377K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -6.1% | 5,881 | $374K |
| Raffa Wealth Management, LLC | 0.08% | No change | 5,760 | $368K |
| Embree Financial Group | 0.06% | Reduce -0.8% | 5,764 | $366K |
| Sierra Capital LLC | 0.04% | No change | 5,723 | $364K |
| Pitcairn Co. | 0.02% | No change | 5,662 | $360K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 5,623 | $357K |
| Ancora Advisors LLC | 0.01% | Add +0.3% | 5,563 | $353K |
| Moloney Securities Asset Management, LLC | 0.05% | No change | 5,536 | $352K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 5,510 | $350K |
| Ritholtz Wealth Management | 0.01% | Add +25.1% | 5,496 | $349K |
| AllSquare Wealth Management LLC | 0.20% | No change | 5,424 | $345K |
| GW&K Investment Management, LLC | 0.00% | Add +8.5% | 5,402 | $343K |
| CoreCap Advisors, LLC | 0.01% | Reduce -25.1% | 5,322 | $338K |
| Latitude Advisors, LLC | 0.19% | Reduce -6.6% | 5,272 | $335K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -6.8% | 5,264 | $334K |
| FSC Wealth Advisors, LLC | 0.22% | Add +30.6% | 5,240 | $333K |
| Single Point Partners, LLC | 0.08% | Reduce -43.3% | 5,211 | $331K |
| Collective Family Office LLC | 0.09% | No change | 5,152 | $327K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.8% | 5,079 | $323K |
| Meridian Financial Advisors, LLC | 0.23% | Add +0.0% | 5,070 | $322K |
| Vista Investment Management | 0.12% | Reduce -4.0% | 5,025 | $319K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.7% | 5,001 | $318K |
| Note Advisors, LLC | 0.26% | Reduce -31.5% | 4,925 | $313K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 4,917 | $312K |
| First Interstate Bank | 0.02% | No change | 4,907 | $312K |
| NewEdge Wealth, LLC | 0.01% | No change | 4,830 | $307K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 4,794 | $305K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 4,780 | $304K |
| Samalin Investment Counsel, LLC | 0.12% | Add +17.6% | 4,763 | $303K |
| Biltmore Family Office, LLC | 0.05% | Reduce -24.4% | 4,665 | $296K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 4,650 | $295K |
| Maia Wealth LLC | 0.07% | Add +27.2% | 4,660 | $295K |
| Beckerman Institutional, LLC | 0.21% | Reduce -16.1% | 4,561 | $290K |
| River Wealth Advisors LLC | 0.04% | Reduce -7.9% | 4,564 | $290K |
| Vannoy Advisory Group, Inc. | 0.21% | No change | 4,541 | $288K |
| KFA Private Wealth Group, LLC | 0.10% | Add +3.3% | 4,529 | $288K |
| CM Wealth Advisors LLC | 0.09% | New | 4,508 | $286K |
| HB Wealth Management, LLC | 0.00% | No change | 4,504 | $286K |
| Bestgate Wealth Advisors, LLC | 0.57% | No change | 4,358 | $277K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 4,353 | $277K |
| Apella Capital, LLC | 0.01% | New | 4,518 | $276K |
| Integrated Capital Management, LLC | 0.15% | Reduce -50.5% | 4,342 | $276K |
| Debussy Capital Management LP | 0.04% | Add +7.2% | 4,336 | $275K |
| Columbus Macro, LLC | 0.04% | Reduce -13.7% | 4,328 | $275K |
| Aspect Partners, LLC | 0.16% | Reduce -9.3% | 4,289 | $272K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -26.4% | 4,283 | $272K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.1% | 4,266 | $271K |
| Rockingstone Advisors LLC | 0.12% | Reduce -12.4% | 4,245 | $270K |
| Stephens Inc. | 0.00% | Add +8.8% | 4,219 | $268K |
| Fortis Capital Advisors, LLC | 0.05% | New | 4,197 | $267K |
| Belpointe Asset Management LLC | 0.01% | Add +34.0% | 4,197 | $267K |
| Mullaney, Keating & Wright, Inc. | 0.18% | No change | 4,190 | $266K |
| Regions Financial Corp. | 0.00% | Reduce -22.6% | 4,166 | $265K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -45.5% | 4,161 | $264K |
| Alliancebernstein L.P. | 0.00% | No change | 4,100 | $260K |
| Wealth Preservation Advisors, LLC | 0.18% | — | 4,063 | $258K |
| Stone Summit Wealth LLC | 0.09% | Reduce -2.5% | 4,005 | $254K |
| Truefg, LLC | 0.08% | Reduce -0.5% | 3,968 | $252K |
| Annex Advisory Services, LLC | 0.01% | Reduce -9.4% | 3,925 | $249K |
| Montis Financial, LLC | 0.07% | Reduce -0.7% | 3,910 | $248K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -62.1% | 3,853 | $245K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -2.6% | 3,836 | $244K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.6% | 3,791 | $241K |
| Nicolet Bankshares Inc. | 0.05% | Reduce -0.8% | 3,782 | $240K |
| Ocean Park Asset Management, LLC | 0.01% | New | 3,770 | $240K |
| Exchange Traded Concepts, LLC | 0.00% | New | 3,770 | $240K |
| Dynamic Financial Group | 0.24% | Reduce -0.1% | 3,754 | $238K |
| Smartleaf Asset Management LLC | 0.02% | Add +814.6% | 3,695 | $238K |
| Key Financial Inc | 0.05% | Reduce -0.1% | 3,714 | $236K |
| LPWM LLC | 0.08% | Reduce -0.5% | 3,704 | $235K |
| Eagle Rock Investment Company, LLC | 0.04% | New | 3,691 | $234K |
| Archvest Wealth Advisors, Inc. | 0.19% | Reduce -6.9% | 3,644 | $232K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 3,630 | $231K |
| Modern Wealth Management, LLC | 0.01% | Reduce -19.9% | 3,588 | $228K |
| Aurelius Family Office LLC | 0.12% | No change | 3,574 | $227K |
| Up Strategic Wealth Investment Advisors LLC | 0.20% | No change | 3,569 | $227K |
| Montecito Bank & Trust | 0.04% | Add +2.2% | 3,542 | $225K |
| Wrapmanager Inc. | 0.06% | Reduce -18.3% | 3,538 | $225K |
| AlphaCore Capital LLC | 0.02% | New | 3,523 | $224K |
| Orin Green Financial, LLC | 0.11% | New | 3,479 | $224K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 3,511 | $223K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +0.1% | 3,566 | $222K |
| Pinney & Scofield, Inc. | 0.16% | No change | 3,471 | $221K |
| Garrison Point Advisors, LLC | 0.11% | New | 3,459 | $220K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -4.5% | 3,277 | $219K |
| AE Wealth Management LLC | 0.00% | Reduce -9.4% | 3,436 | $218K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 3,381 | $215K |
| Fee-Only Financial Planning, L.C. | 0.15% | No change | 3,350 | $213K |
| Nwam LLC | 0.02% | Reduce -94.8% | 3,337 | $212K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -57.5% | 3,677 | $212K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.9% | 3,330 | $212K |
| Archer Investment Management, LLC | 0.15% | New | 3,328 | $211K |
| Frazier Financial Advisors, LLC | 0.16% | No change | 3,286 | $209K |
| Willow Creek Wealth Management Inc. | 0.02% | New | 3,283 | $209K |
| Granite Harbor Advisors, Inc. | 0.11% | New | 3,270 | $208K |
| Ceera Investments, LLC | 0.07% | New | 3,150 | $200K |
| Signaturefd, LLC | 0.00% | No change | 2,984 | $190K |
| Red Tortoise LLC | 0.10% | No change | 2,953 | $188K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,850 | $181K |
| Fort Vancouver Investment Management, LLC | 0.14% | Reduce -31.3% | 2,836 | $180K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | Reduce -44.3% | 2,581 | $164K |
| TFC Financial Management, Inc. | 0.02% | Reduce -40.4% | 2,534 | $161K |
| Curio Wealth, LLC | 0.08% | Reduce -99.9% | 2 | $153K |
| Phillips Financial Management, LLC | 0.01% | Reduce -0.1% | 2,334 | $148K |
| SJS Investment Consulting Inc. | 0.02% | No change | 2,280 | $145K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -15.5% | 2,221 | $141K |
| AdvisorNet Financial, Inc | 0.01% | Add +223.0% | 2,219 | $141K |
| Clear Investment Research, LLC | 0.19% | Reduce -4.8% | 2,190 | $139K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,077 | $132K |
| Longview Financial Advisors LLC | 0.09% | No change | 2,036 | $129K |
| Highline Wealth Partners LLC | 0.04% | Add +5.1% | 1,974 | $125K |
| Spire Wealth Management | 0.00% | No change | 1,951 | $124K |
| Dogwood Wealth Management LLC | 0.06% | No change | 1,929 | $123K |
| Park Place Capital Corp | 0.03% | Add +3.4% | 1,877 | $119K |
| Arax Advisory Partners | 0.01% | Add +1.2% | 1,874 | $119K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -16.6% | 1,861 | $118K |
| Glassman Wealth Services | 0.02% | Add +2.0% | 1,829 | $116K |
| Hexagon Capital Partners LLC | 0.02% | Add +27.9% | 1,808 | $115K |
| Trust Co | 0.01% | No change | 1,660 | $105K |
| Kathleen S. Wright Associates Inc. | 0.04% | Reduce -2.4% | 1,653 | $105K |
| Bristlecone Advisors, LLC | 0.01% | Add +163.1% | 1,613 | $102K |
| Horizon Bancorp Inc. | 0.06% | No change | 1,613 | $102K |
| Lanark Financial, Inc. | 0.01% | — | 1,614 | $102K |
| NorthRock Partners, LLC | 0.00% | Add +164.3% | 1,591 | $101K |
| Wolff Wiese Magana LLC | 0.07% | No change | 1,565 | $99K |
| Sandy Spring Bank | 0.00% | Reduce -29.1% | 1,536 | $98K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.2% | 1,473 | $94K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,418 | $90K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 1,349 | $86K |
| WealthCollab, LLC | 0.05% | No change | 1,332 | $85K |
| GAMMA Investing LLC | 0.01% | No change | 1,313 | $83K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -35.2% | 1,295 | $82K |
| Trust Co. of Vermont | 0.00% | New | 1,274 | $81K |
| Copia Wealth Management | 0.07% | No change | 1,179 | $75K |
| Rothschild Investment LLC | 0.01% | No change | 1,177 | $75K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.2% | 1,159 | $74K |
| Private Trust Co. NA | 0.01% | Reduce -19.9% | 1,150 | $73K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 1,110 | $71K |
| Burkett Financial Services, LLC | 0.03% | No change | 1,070 | $68K |
| Creative Financial Designs Inc. | 0.01% | Reduce -17.9% | 1,056 | $67K |
| McClarren Financial Advisors, Inc. | 0.04% | New | 63 | $66K |
| Teachers Insurance & Annuity Association of America | 0.09% | No change | 1,036 | $66K |
| Toronto Dominion Bank | 0.00% | New | 1,010 | $64K |
| Grove Bank & Trust | 0.01% | No change | 1,005 | $64K |
| Maryland Capital Advisors Inc. | 0.03% | Reduce -8.6% | 1,001 | $64K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 931 | $59K |
| JDM Financial Group LLC | 0.03% | No change | 929 | $59K |
| Addison Advisors LLC | 0.02% | No change | 925 | $59K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 896 | $58K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +13.6% | 909 | $58K |
| Transce3nd, LLC | 0.03% | Reduce -4.8% | 907 | $58K |
| High Note Wealth, LLC | 0.01% | No change | 901 | $57K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +53.7% | 884 | $56K |
| CENTRAL TRUST Co | 0.00% | No change | 850 | $54K |
| Sound Income Strategies, LLC | 0.00% | No change | 742 | $47K |
| Perkins Coie Trust Co | 0.01% | Add +25.7% | 714 | $45K |
| JNBA Financial Advisors | 0.00% | No change | 700 | $44K |
| Gables Capital Management Inc. | 0.02% | No change | 688 | $44K |
| MeadowBrook Investment Advisors LLC | 0.04% | Reduce -25.6% | 663 | $42K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 624 | $40K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 623 | $40K |
| ZynergyRetirementPlanningLLC | 0.02% | No change | 561 | $34K |
| City State Bank | 0.01% | Add +10.4% | 529 | $34K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 528 | $34K |
| Hemington Wealth Management | 0.01% | No change | 528 | $33K |
| Running Point Capital Advisors, LLC | 0.01% | Reduce -9.7% | 513 | $33K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.4% | 510 | $32K |
| Private Wealth Management Group, LLC | 0.01% | No change | 489 | $31K |
| Assetmark, Inc. | 0.00% | Add +96.8% | 488 | $31K |
| Russell Investments Group, Ltd. | 0.00% | Add +805.8% | 471 | $30K |
| MCF Advisors LLC | 0.00% | No change | 451 | $29K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 451 | $29K |
| Covenant Partners, LLC | 0.01% | Reduce -99.7% | 448 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 405 | $26K |
| Stephens Consulting, LLC | 0.01% | No change | 403 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 416 | $25K |
| Colonial Trust Co / SC | 0.00% | No change | 388 | $25K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 369 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 367 | $23K |
| St Germain D J Co. Inc. | 0.00% | No change | 356 | $23K |
| American National Bank & Trust | 0.00% | Reduce -4.9% | 352 | $22K |
| NFSG Corp | 0.01% | Add +67.0% | 334 | $21K |
| Tucker Asset Management LLC | 0.01% | No change | 333 | $21K |
| MRP Capital Investments, LLC | 0.02% | No change | 331 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -39.6% | 336 | $21K |
| IAG Wealth Partners, LLC | 0.00% | No change | 326 | $21K |
| Qube Research & Technologies Ltd | 0.00% | New | 314 | $20K |
| Coston, McIsaac & Partners | 0.01% | No change | 301 | $19K |
| Oakworth Capital, Inc. | 0.00% | No change | 291 | $18K |
| Tsfg, LLC | 0.00% | No change | 279 | $18K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 279 | $18K |
| Bogart Wealth, LLC | 0.00% | No change | 274 | $17K |
| Pacifica Partners Inc. | 0.01% | No change | 278 | $17K |
| Integrity Financial Corp | 0.01% | New | 272 | $17K |
| Tompkins Financial Corp. | 0.00% | No change | 261 | $17K |
| Private Wealth Asset Management, LLC | 0.00% | — | 251 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $16K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -20.1% | 222 | $14K |
| Main Management LLC | 0.00% | No change | 221 | $14K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 215 | $14K |
| Newton One Investments LLC | 0.00% | No change | 209 | $13K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 206 | $13K |
| S&T Bank | 0.00% | No change | 191 | $12K |
| Pandora Wealth, Inc. | 0.01% | — | 180 | $11K |
| Robinswood Financial LLC | 0.00% | Reduce -46.0% | 174 | $11K |
| Covestor Ltd | 0.01% | Reduce -22.3% | 178 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +11.8% | 171 | $11K |
| MorganRosel Wealth Management, LLC | 0.00% | New | 170 | $11K |
| CNB Bank | 0.01% | No change | 165 | $10K |
| Financial Perspectives, Inc | 0.00% | Reduce -4.9% | 154 | $10K |
| Brooklyn Investment Group | 0.00% | New | 137 | $9K |
| Clearstead Trust, LLC | 0.00% | No change | 134 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 134 | $9K |
| Noble Wealth Management PBC | 0.01% | No change | 131 | $8K |
| Howe & Rusling Inc. | 0.00% | Reduce -33.9% | 129 | $8K |
| Avion Wealth | 0.00% | No change | 136 | $8K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 124 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $8K |
| New Millennium Group LLC | 0.00% | No change | 111 | $7K |
| Briaud Financial Planning Inc | 0.00% | New | 124 | $7K |
| First Pacific Financial | 0.00% | New | 109 | $7K |
| Ameriflex Group, Inc. | 0.00% | Reduce -4.0% | 96 | $6K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 96 | $6K |
| Main Street Group, LTD | 0.00% | No change | 90 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $6K |
| Winch Advisory Services, LLC | 0.00% | No change | 84 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 83 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 83 | $5K |
| SouthState Bank Corp | 0.00% | New | 81 | $5K |
| Dakota Community Bank & Trust NA | 0.02% | New | 78 | $5K |
| Citizens National Bank Trust Department | 0.00% | No change | 75 | $5K |
| Lindbrook Capital, LLC | 0.00% | New | 68 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 62 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 61 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 58 | $4K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 51 | $3K |
| Whipplewood Advisors, LLC | 0.00% | New | 65 | $3K |
| Eq Wealth Advisors, LLC | 0.00% | New | 50 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 50 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 49 | $3K |
| Valley National Advisers Inc. | 0.00% | Reduce -97.1% | 54 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 46 | $3K |
| Promus Capital, LLC | 0.00% | No change | 45 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 44 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 42 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 41 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -95.0% | 39 | $2K |
| Founders Financial Alliance, LLC | 0.00% | Add +34.5% | 39 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | New | 37 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 33 | $2K |
| CX Institutional | 0.00% | New | 28 | $2K |
| Kiker Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 28 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 26 | $2K |
| Archer Investment Corp | 0.00% | No change | 22 | $1K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 17 | $1K |
| Rice Partnership, LLC | 0.00% | New | 14 | $889 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 11 | $699 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $610 |
| BNP Paribas Financial Markets | 0.00% | New | 9 | $572 |
| Hollencrest Capital Management | 0.00% | No change | 7 | $445 |
| Fairway Wealth LLC | 0.00% | New | 6 | $381 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 5 | $342 |
"% 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.