iShares MSCI Eafe Small-CapSCZETF
13F holders, Q3 2025 (September 30)705holders −12
37new positions
41sold out
1famous investor
$76.66avg. 13F price*
At the end of Q3 2025, 705 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, down 12 from Q2 2025. 37 opened new positions and 41 sold out. The largest holders were Tiaa Trust, National Association ($1.2B), Jones Financial Companies LLLP ($860.5M) and Natixis Advisors, LLC ($739.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $74.9M |
| Exits | 41 | $21.6M |
All 13F filers, Q2 2025 → Q3 2025: 5,039,647 shares bought and 5,423,228 shares sold, net −383,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 705 holders
| Tiaa Trust, National Association | 2.84% | Add +3.4% | 15,303,736 | $1.2B |
| Jones Financial Companies LLLP | 0.59% | Add +6.2% | 11,290,255 | $860.5M |
| Natixis Advisors, LLC | 1.08% | Reduce -5.0% | 9,640,990 | $739.7M |
| Creative Planning | 0.24% | Reduce -3.1% | 4,145,773 | $318.1M |
| State of New Jersey Common Pension Fund D | 1.05% | Add +4.0% | 3,702,826 | $284.1M |
| BlackRock, Inc. | 0.00% | Add +3.2% | 3,421,656 | $262.5M |
| Bank of New York Mellon Corp | 0.04% | Reduce -2.6% | 3,159,747 | $242.4M |
| Morgan Stanley | 0.01% | Add +19.0% | 2,815,940 | $216.0M |
| FMR LLC | 0.01% | Add +2.9% | 2,759,158 | $211.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -3.3% | 2,755,868 | $211.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1.1% | 1,791,812 | $137.5M |
| Bank of America Corp. | 0.01% | Reduce -18.2% | 1,639,727 | $125.8M |
| Focus Partners Wealth | 0.16% | Add +1.5% | 1,315,069 | $100.9M |
| Cassaday & Co Wealth Management LLC | 2.22% | Reduce -0.8% | 1,253,178 | $96.1M |
| Northern Trust Corp. | 0.01% | Add +2.7% | 1,231,703 | $94.5M |
| Cetera Investment Advisers | 0.09% | Add +278.6% | 1,038,781 | $79.7M |
| Modera Wealth Management, LLC | 0.88% | Reduce -2.3% | 990,947 | $76.0M |
| Global Alpha Capital Management Ltd. | 3.92% | New | 893,600 | $68.6M |
| LPL Financial LLC | 0.02% | Add +6.0% | 850,561 | $65.3M |
| UBS Group AG | 0.01% | Reduce -31.7% | 824,546 | $63.3M |
| Wilmington Savings Fund Society, FSB | 1.44% | Add +18.6% | 777,653 | $59.7M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.8% | 707,588 | $54.3M |
| Bank of Montreal | 0.02% | Add +0.3% | 690,821 | $53.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +6.7% | 630,381 | $48.4M |
| State of Tennessee, Department of Treasury | 0.16% | Reduce -2.1% | 624,292 | $47.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.94% | Reduce -5.1% | 616,049 | $47.3M |
| Financial Advisory Corp | 6.75% | Reduce -6.5% | 597,672 | $45.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.7% | 586,229 | $45.0M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -12.2% | 536,602 | $41.2M |
| Baker Avenue Asset Management, LP | 0.87% | Add +0.1% | 473,346 | $36.3M |
| Moneta Group Investment Advisors LLC | 0.29% | Reduce -0.5% | 468,555 | $35.9M |
| Plancorp, LLC | 1.00% | Reduce -0.1% | 413,610 | $31.7M |
| Ballentine Partners, LLC | 0.42% | Reduce -1.1% | 398,696 | $30.6M |
| Wealthcare Advisory Partners LLC | 0.63% | Reduce -0.3% | 393,932 | $30.2M |
| Halbert Hargrove Global Advisors, LLC | 1.45% | Reduce -3.4% | 385,169 | $29.6M |
| Mercer Global Advisors Inc. | 0.05% | Add +877.2% | 381,567 | $29.3M |
| Corient Private Wealth LP | 0.04% | Reduce -6.5% | 362,922 | $27.8M |
| Wells Fargo & Company | 0.01% | Add +8.3% | 358,100 | $27.5M |
| MAI Capital Management | 0.17% | Add +2.4% | 348,482 | $26.7M |
| Choreo, LLC | 0.34% | Reduce -2.7% | 339,984 | $26.1M |
| Arvest Bank Trust Division | 1.37% | Reduce -3.0% | 322,091 | $24.7M |
| Bear Mountain Capital, Inc. | 8.15% | Reduce -0.2% | 319,306 | $24.4M |
| Wellington Management Group LLP | 0.00% | Reduce -40.7% | 317,131 | $24.3M |
| Shakespeare Wealth Management, LLC | 5.05% | Reduce 0.0% | 289,424 | $22.2M |
| Great Lakes Advisors, LLC | 0.18% | Reduce -0.2% | 286,116 | $22.0M |
| Pure Financial Advisors, LLC | 0.35% | Reduce -0.3% | 283,409 | $21.7M |
| Mill Creek Capital Advisors, LLC | 0.45% | Add +0.2% | 283,037 | $21.7M |
| Jane Street Group, LLC | 0.02% | Reduce -58.8% | 274,993 | $21.1M |
| Full Sail Capital, LLC | 1.11% | Reduce -6.0% | 261,386 | $20.1M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 248,198 | $19.0M |
| Savant Capital, LLC | 0.11% | Add +25.1% | 242,604 | $18.6M |
| Shore Point Advisors, LLC | 7.88% | Reduce -6.3% | 232,245 | $17.8M |
| Aspect Partners, LLC | 8.09% | Reduce -1.5% | 232,111 | $17.8M |
| Truist Financial Corp. | 0.02% | Reduce -3.9% | 221,820 | $17.0M |
| Fifth Third Bancorp | 0.05% | Add +7.3% | 218,856 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -12.9% | 218,745 | $16.8M |
| Mission Wealth Management, LP | 0.33% | Add +3.1% | 211,890 | $16.3M |
| FSM Wealth Advisors, LLC | 2.27% | Add +21.9% | 209,009 | $16.0M |
| Franklin Resources Inc. | 0.00% | Reduce -45.9% | 204,783 | $15.7M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +18.0% | 201,145 | $15.4M |
| First Citizens Bank & Trust Co. | 0.33% | Add +16.6% | 198,314 | $15.2M |
| Checchi Capital Advisers, LLC | 1.01% | Reduce -0.9% | 191,068 | $14.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -32.3% | 191,017 | $14.7M |
| Exencial Wealth Advisors, LLC | 0.46% | Reduce -1.6% | 182,280 | $14.0M |
| Wealth Architects, LLC | 1.31% | Reduce -4.0% | 180,963 | $13.9M |
| Osaic Holdings, Inc. | 0.02% | Add +6.9% | 177,696 | $13.6M |
| RTD Financial Advisors, Inc. | 1.62% | Add +1.1% | 175,624 | $13.5M |
| Bryn Mawr Trust Advisors, LLC | 0.63% | Add +29.0% | 164,832 | $12.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -13.1% | 159,337 | $12.3M |
| Klingman & Associates, LLC | 0.62% | Reduce -1.9% | 159,550 | $12.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.70% | Reduce -35.1% | 156,900 | $12.0M |
| Lido Advisors, LLC | 0.05% | Add +3.7% | 155,842 | $12.0M |
| Mariner, LLC | 0.02% | Reduce -59.2% | 155,491 | $11.9M |
| Brand Asset Management Group, Inc. | 3.33% | Reduce -13.3% | 154,236 | $11.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -40.3% | 152,713 | $11.7M |
| Captrust Financial Advisors | 0.02% | Reduce -4.8% | 149,987 | $11.5M |
| Alesco Advisors, LLC, An ESL Co | 0.31% | Reduce -2.7% | 148,059 | $11.4M |
| Royal Bank of Canada | 0.00% | Reduce -81.0% | 147,347 | $11.3M |
| Omega Financial Group, LLC | 3.60% | Reduce -0.2% | 139,386 | $10.7M |
| Shoker Investment Counsel, Inc. | 3.10% | Reduce -0.1% | 136,829 | $10.5M |
| DORVAL Corp | 3.38% | Add +1.9% | 133,201 | $10.2M |
| IMA Advisory Services, Inc. | 1.03% | Reduce -2.7% | 132,707 | $10.2M |
| Nuveen, LLC | 0.00% | Reduce -8.7% | 131,210 | $10.1M |
| WESCAP Management Group, Inc. | 2.10% | Reduce -0.6% | 130,330 | $10.0M |
| Sound Stewardship, LLC | 4.74% | Reduce -0.6% | 128,812 | $9.9M |
| M&T Bank Corp | 0.03% | Reduce -6.7% | 128,063 | $9.8M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +1.2% | 123,994 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Add +10.3% | 123,213 | $9.4M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +31.1% | 122,901 | $9.4M |
| Sterling Capital Management LLC | 0.13% | Reduce -6.3% | 119,563 | $9.2M |
| Charles Schwab Trust Co | 0.62% | Add +2.0% | 119,391 | $9.2M |
| Ifrah Financial Services, Inc. | 2.37% | Reduce -1.0% | 119,353 | $9.2M |
| Sachem Hill LLC | 1.82% | Reduce -7.8% | 118,798 | $9.1M |
| Brighton Jones LLC | 0.21% | Reduce -1.1% | 116,681 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -60.5% | 114,534 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.3% | 112,426 | $8.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.1% | 111,259 | $8.5M |
| Waverly Advisors, LLC | 0.08% | Reduce -1.5% | 108,948 | $8.4M |
| Integrated Wealth Concepts LLC | 0.07% | Add +11.1% | 108,937 | $8.4M |
| Fonville Wealth Management LLC | 1.84% | Add +4.9% | 106,526 | $8.2M |
| Brooklyn FI, LLC | 1.79% | Reduce -2.5% | 103,887 | $8.0M |
| Equitable Holdings, Inc. | 0.06% | Reduce -10.1% | 103,093 | $7.9M |
| NewEdge Advisors, LLC | 0.04% | Add +9.2% | 102,944 | $7.9M |
| Bank of Stockton | 2.16% | Reduce -0.8% | 98,588 | $7.6M |
| Bessemer Group Inc. | 0.01% | No change | 96,559 | $7.4M |
| Arvest Investments, Inc. | 1.06% | Reduce -2.2% | 96,307 | $7.4M |
| US Bancorp \de | 0.01% | Add +0.0% | 95,443 | $7.3M |
| Kingsview Wealth Management, LLC | 0.11% | Add +544.9% | 95,112 | $7.3M |
| IFG Advisors, LLC | 1.18% | Add +3.7% | 94,312 | $7.2M |
| One Capital Management, LLC | 0.23% | Reduce -24.7% | 93,290 | $7.2M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -3.6% | 84,971 | $6.5M |
| Curi Capital, LLC | 0.12% | Add +92.0% | 84,665 | $6.5M |
| Wealthspire Retirement, LLC | 0.41% | Add +2.7% | 84,303 | $6.5M |
| Total Wealth Planning, LLC | 0.74% | Add +6.6% | 83,839 | $6.4M |
| Encompass Wealth Advisors, LLC | 2.16% | Add +2.0% | 82,672 | $6.3M |
| &partners | 0.04% | Add +1.6% | 80,447 | $6.2M |
| Ritholtz Wealth Management | 0.12% | Reduce -0.2% | 79,186 | $6.1M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +276.3% | 78,708 | $6.0M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -13.2% | 78,528 | $6.0M |
| Professional Financial Advisors, LLC | 1.26% | Add +2.8% | 77,927 | $6.0M |
| Acadian Asset Management LLC | 0.01% | Add +16.4% | 77,388 | $5.9M |
| Investors Research Corp | 1.03% | Reduce -14.8% | 72,881 | $5.6M |
| Bank of Hawaii | 0.28% | Reduce -4.2% | 71,923 | $5.5M |
| Harbor Advisory Corp. | 1.62% | Add +4.4% | 71,410 | $5.5M |
| LTG Capital LLC | 4.29% | Add +1.2% | 71,014 | $5.4M |
| Fca Corp. | 1.47% | Add +1.5% | 69,209 | $5.3M |
| Cornerstone Management, Inc. | 0.87% | Add +5.4% | 68,429 | $5.2M |
| NorthStar Asset Management LLC | 2.50% | Add +3.5% | 68,080 | $5.2M |
| Allworth Financial LP | 0.02% | Reduce -0.9% | 67,881 | $5.2M |
| Bleakley Financial Group, LLC | 0.12% | Add +1.2% | 67,254 | $5.2M |
| Parkside Financial Bank & Trust | 0.40% | Add +2.0% | 66,493 | $5.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -6.8% | 64,535 | $5.0M |
| MML Investors Services, LLC | 0.01% | Reduce -8.5% | 64,416 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +2.0% | 63,880 | $4.9M |
| Cascade Financial Partners, LLC | 0.56% | Reduce -0.6% | 63,657 | $4.9M |
| MSH Capital Advisors LLC | 1.31% | Reduce -1.4% | 63,483 | $4.9M |
| SVB Wealth LLC | 0.26% | Reduce -0.7% | 63,478 | $4.9M |
| Composition Wealth, LLC | 0.07% | Reduce -9.5% | 63,296 | $4.9M |
| Heritage Trust Co | 0.51% | Reduce -2.0% | 63,087 | $4.8M |
| Clearwater Capital Advisors, LLC | 0.41% | Reduce -1.6% | 63,033 | $4.8M |
| Quent Capital, LLC | 0.40% | Reduce -1.4% | 62,651 | $4.8M |
| Larson Financial Group LLC | 0.17% | Reduce -6.6% | 62,072 | $4.8M |
| Comerica Bank | 0.02% | Reduce -1.6% | 61,333 | $4.7M |
| Goldstein Advisors, LLC | 0.57% | Reduce -14.0% | 60,714 | $4.7M |
| Old Mission Capital LLC | 0.17% | Add +47.7% | 60,323 | $4.6M |
| Austin Private Wealth, LLC | 0.34% | Reduce -10.7% | 58,219 | $4.5M |
| Aspiriant, LLC | 0.13% | Reduce -1.3% | 57,413 | $4.4M |
| World Investment Advisors | 0.08% | Add +3.9% | 52,948 | $4.1M |
| Auto-Owners Insurance Co | 0.10% | No change | 52,300 | $4.0M |
| NBT Bank, N.A. | 0.26% | Reduce -0.8% | 51,755 | $4.0M |
| Partners in Financial Planning | 0.68% | Reduce -0.1% | 50,954 | $3.9M |
| Hancock Whitney Corp. | 0.07% | Add +3.3% | 50,902 | $3.9M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -1.5% | 47,951 | $3.7M |
| Washington Trust Bank | 0.27% | Reduce -7.6% | 47,836 | $3.7M |
| Glenmede Investment Management, LP | 0.02% | Reduce -1.4% | 47,700 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.4% | 46,234 | $3.5M |
| Martin & Co. Inc. | 0.63% | Add +1.9% | 45,844 | $3.5M |
| IFP Advisors, Inc | 0.09% | Add +3.7% | 45,711 | $3.5M |
| Sei Investments Co. | 0.00% | Reduce -1.0% | 44,909 | $3.4M |
| Richard W. Paul & Associates, LLC | 1.16% | Add +1.0% | 44,437 | $3.4M |
| Waldron Private Wealth LLC | 0.14% | Reduce -0.8% | 43,606 | $3.3M |
| Summit Trail Advisors, LLC | 0.05% | No change | 43,500 | $3.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.25% | Reduce -1.7% | 43,402 | $3.3M |
| Creekside Partners | 1.45% | Add +0.3% | 43,006 | $3.3M |
| Narus Financial Partners, LLC | 0.89% | Add +0.9% | 42,525 | $3.3M |
| American Financial Advisors, LLC | 0.42% | Reduce -40.8% | 42,072 | $3.2M |
| Disciplined Investments, LLC | 1.26% | Reduce -5.7% | 41,213 | $3.2M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -3.5% | 40,986 | $3.1M |
| Park Avenue Securities LLC | 0.02% | Add +1.3% | 40,944 | $3.1M |
| Breakwater Capital Group | 0.45% | Add +10.8% | 40,098 | $3.1M |
| My Personal CFO, LLC | 1.18% | Reduce -40.2% | 39,687 | $3.0M |
| Foundation Wealth Management, LLC\PA | 1.18% | Reduce -17.9% | 39,687 | $3.0M |
| Acropolis Investment Management, LLC | 0.15% | Add +2.3% | 40,169 | $2.9M |
| Abacus Planning Group, Inc. | 0.40% | Reduce -5.1% | 37,505 | $2.9M |
| Partnership Wealth Management, LLC | 2.21% | Reduce -6.9% | 37,429 | $2.9M |
| Avior Wealth Management, LLC | 0.09% | Add +1.7% | 36,711 | $2.8M |
| Beacon Harbor Wealth Advisors, Inc. | 0.66% | Add +1.1% | 36,582 | $2.8M |
| James J. Burns & Company, LLC | 0.41% | Add +3.4% | 36,200 | $2.8M |
| Eagle Strategies LLC | 0.37% | Reduce -0.3% | 36,197 | $2.8M |
| Beam Wealth Advisors, Inc. | 0.75% | Add +4.8% | 36,106 | $2.8M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Reduce -0.0% | 35,219 | $2.7M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.0% | 34,941 | $2.7M |
| Noble Family Wealth, LLC | 0.59% | Add +0.0% | 34,832 | $2.7M |
| Hi-Line Capital Management, LLC | 0.84% | No change | 34,738 | $2.7M |
| Vise Technologies, Inc. | 0.10% | Reduce -13.0% | 34,613 | $2.7M |
| Probity Advisors, Inc. | 0.43% | Add +1.8% | 34,383 | $2.6M |
| Principal Securities, Inc. | 0.04% | Add +4.8% | 34,296 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.3% | 34,265 | $2.6M |
| Droms Strauss Advisors Inc. /Mo/ | 0.76% | Reduce -5.8% | 34,221 | $2.6M |
| Reston Wealth Management LLC | 0.83% | Add +9.2% | 33,607 | $2.6M |
| Crewe Advisors LLC | 0.24% | Add +0.4% | 33,289 | $2.6M |
| Pointe Capital Management LLC | 1.24% | Add +1.7% | 33,052 | $2.5M |
| Global Retirement Partners, LLC | 0.06% | Reduce -0.5% | 32,899 | $2.5M |
| Rialto Wealth Management, LLC | 0.65% | Reduce -2.6% | 32,892 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -0.5% | 32,608 | $2.5M |
| BIP Wealth, LLC | 0.12% | Reduce -3.7% | 32,527 | $2.5M |
| Prosperity Planning, Inc. | 0.93% | Reduce -3.5% | 32,223 | $2.5M |
| Simon Quick Advisors, LLC | 0.11% | Add +48.8% | 31,221 | $2.4M |
| American Financial & Tax Strategies Inc. | 1.20% | Reduce -1.3% | 31,216 | $2.4M |
| Elmwood Wealth Management, Inc. | 0.84% | Add +0.3% | 31,079 | $2.4M |
| Vance Wealth, LLC | 0.73% | Reduce -3.0% | 30,910 | $2.4M |
| Canopy Partners, LLC | 0.79% | Reduce -1.6% | 30,908 | $2.4M |
| Coyle Financial Counsel LLC | 0.54% | Reduce -10.0% | 30,785 | $2.4M |
| Sowell Financial Services LLC | 0.09% | Add +3.6% | 30,756 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Add +1.9% | 30,667 | $2.4M |
| First Citizens Investor Services, Inc. | 0.90% | — | 30,459 | $2.3M |
| First Citizens Asset Management, Inc. | 0.83% | Add +24.2% | 30,459 | $2.3M |
| Citizens Financial Group Inc. | 0.03% | Reduce -1.4% | 29,747 | $2.3M |
| Flow Traders U.S. LLC | 0.09% | Reduce -91.5% | 29,392 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +115.0% | 29,165 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.1% | 28,831 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Reduce -3.5% | 28,371 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +0.9% | 28,302 | $2.2M |
| Endowment Wealth Management, Inc. | 0.98% | Add +2.6% | 28,143 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.6% | 27,983 | $2.1M |
| CI Investments Inc. | 0.01% | No change | 27,921 | $2.1M |
| Sincerus Advisory, LLC | 1.82% | Add +8.5% | 27,694 | $2.1M |
| Future Fund LLC | 0.74% | No change | 27,273 | $2.1M |
| Quadrant Capital Group LLC | 0.07% | Reduce -33.4% | 27,112 | $2.1M |
| Peloton Wealth Strategists | 0.84% | Reduce -4.9% | 27,103 | $2.1M |
| Aire Advisors, LLC | 0.37% | No change | 26,612 | $2.0M |
| Capital Analysts, LLC | 0.06% | Add +1.7% | 25,832 | $2.0M |
| Stock Yards Bank & Trust Co. | 0.06% | Add +7.5% | 25,738 | $2.0M |
| Regal Investment Advisors LLC | 0.13% | Add +6.4% | 25,672 | $2.0M |
| Wescott Financial Advisory Group, LLC | 0.17% | Add +0.5% | 25,270 | $1.9M |
| Blair William & Co. | 0.01% | Add +1.0% | 25,251 | $1.9M |
| First American Trust, FSB | 0.14% | Add +7.6% | 24,820 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +35.1% | 24,686 | $1.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.47% | Reduce -1.9% | 23,932 | $1.8M |
| UMB Bank, n.a. | 0.03% | Reduce -13.4% | 23,558 | $1.8M |
| Morris Financial Concepts, Inc. | 0.65% | Reduce -2.3% | 23,388 | $1.8M |
| Nicolet Advisory Services, LLC | 0.14% | Reduce -1.8% | 22,780 | $1.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | No change | 22,397 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +2.4% | 22,244 | $1.7M |
| Summit Financial, LLC | 0.03% | Add +116.7% | 22,166 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -9.2% | 21,777 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -10.3% | 21,706 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +0.4% | 21,441 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Reduce -2.2% | 21,428 | $1.6M |
| RPg Family Wealth Advisory, LLC | 0.35% | Reduce -3.6% | 21,080 | $1.6M |
| Efficient Advisors, LLC | 0.09% | Reduce -12.9% | 21,052 | $1.6M |
| Trust Co of the South | 0.27% | No change | 21,035 | $1.6M |
| Evanson Asset Management, LLC | 0.09% | Reduce -5.2% | 20,964 | $1.6M |
| American Century Companies Inc. | 0.00% | Add +28.2% | 20,824 | $1.6M |
| Stonehearth Capital Management, LLC | 0.62% | Add +4.1% | 20,753 | $1.6M |
| Lee Financial Co | 0.20% | Reduce -1.3% | 20,520 | $1.6M |
| Foundation Wealth Management, LLC | 1.07% | Reduce -24.4% | 20,408 | $1.6M |
| Frontier Asset Management, LLC | 0.39% | Reduce -13.8% | 20,386 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +15.4% | 20,315 | $1.6M |
| National Bank of Canada | 0.00% | Add +96.2% | 20,190 | $1.5M |
| Great Point Wealth Advisors, LLC | 0.29% | — | 19,998 | $1.5M |
| SCS Capital Management LLC | 0.02% | No change | 19,949 | $1.5M |
| Falcon Wealth Planning | 0.14% | Reduce -13.2% | 19,881 | $1.5M |
| Continuum Advisory, LLC | 0.16% | Reduce -0.4% | 19,752 | $1.5M |
| Intergy Private Wealth, LLC | 0.47% | Reduce -1.8% | 19,711 | $1.5M |
| Cardiff Park Advisors, LLC | 0.12% | No change | 19,507 | $1.5M |
| Monument Group Wealth Advisors, LLC | 0.88% | Add +7.0% | 19,495 | $1.5M |
| FDx Advisors, Inc. | 0.45% | Reduce -5.1% | 19,604 | $1.5M |
| PICTET BANK & TRUST Ltd | 1.77% | No change | 19,145 | $1.5M |
| Midwest Trust Co | 0.02% | Reduce -2.5% | 19,071 | $1.5M |
| Hudson Portfolio Management LLC | 1.30% | Reduce -1.3% | 19,065 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -84.1% | 18,475 | $1.4M |
| AQR Capital Management | 0.00% | Add +80.8% | 18,311 | $1.4M |
| Sterling Financial Planning, Inc. | 0.44% | Reduce -6.6% | 18,137 | $1.4M |
| Keel Point, LLC | 0.09% | Reduce -11.3% | 18,096 | $1.4M |
| GEM Asset Management, LLC | 0.64% | No change | 17,671 | $1.4M |
| Berkeley, Inc | 0.43% | Reduce -7.4% | 17,612 | $1.4M |
| Rebalance, LLC | 0.08% | No change | 17,258 | $1.3M |
| Guidance Point Advisors, LLC | 0.33% | Reduce -9.9% | 17,123 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +147.1% | 17,106 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 16,988 | $1.3M |
| Tortoise Investment Management, LLC | 0.11% | No change | 16,602 | $1.3M |
| Argent Trust Co | 0.04% | Add +10.7% | 16,555 | $1.3M |
| MB Generational Wealth, LLC | 0.81% | — | 16,533 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.9% | 16,485 | $1.3M |
| SteelPeak Wealth, LLC | 0.04% | New | 16,371 | $1.3M |
| Allegheny Financial Group | 0.23% | Add +19.8% | 16,216 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +1.1% | 15,964 | $1.2M |
| Squire Investment Management Company, LLC | 0.40% | No change | 15,896 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Reduce -4.1% | 15,877 | $1.2M |
| GenTrust, LLC | 0.06% | No change | 15,849 | $1.2M |
| TAGStone Capital, Inc. | 0.48% | Reduce -6.7% | 15,833 | $1.2M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -1.8% | 15,783 | $1.2M |
| McLean Asset Management Corp | 0.25% | Reduce -22.6% | 15,430 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.19% | Add +1.9% | 15,603 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -4.9% | 15,547 | $1.2M |
| Wealthcare Capital Management LLC | 0.12% | Reduce -3.7% | 15,458 | $1.2M |
| Kelly Financial Group LLC | 0.31% | Reduce -12.4% | 15,015 | $1.2M |
| RBF Capital, LLC | 0.05% | No change | 15,000 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 14,528 | $1.1M |
| Interchange Capital Partners, LLC | 0.21% | Add +4.2% | 14,237 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.50% | Reduce -2.4% | 14,055 | $1.1M |
| Magnus Financial Group LLC | 0.08% | Add +1.1% | 13,965 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | No change | 13,949 | $1.1M |
| Physician Wealth Advisors, Inc. | 0.15% | Reduce -6.3% | 13,906 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +125.6% | 13,850 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -13.6% | 13,785 | $1.1M |
| BayBridge Capital Group, LLC | 0.66% | Reduce -11.0% | 13,542 | $1.0M |
| Tilson Financial Group, Inc. | 0.34% | Reduce -0.3% | 13,505 | $1.0M |
| Harbor Investment Advisory, LLC | 0.09% | No change | 13,476 | $1.0M |
| Glenview Trust Co | 0.02% | No change | 13,272 | $1.0M |
| Busey Bank | 0.03% | Reduce -0.1% | 13,246 | $1.0M |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -3.9% | 13,212 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.6% | 13,185 | $1.0M |
| Bokf, NA | 0.02% | Add +0.1% | 13,150 | $1.0M |
| GFS Advisors, LLC | 0.13% | Reduce -1.0% | 13,143 | $1.0M |
| Westmount Partners, LLC | 0.26% | Reduce -1.3% | 12,988 | $999K |
| Tobias Financial Advisors, Inc. | 0.15% | Reduce -3.8% | 13,008 | $998K |
| Truepoint, Inc. | 0.02% | Reduce -7.8% | 12,359 | $948K |
| Wedmont Private Capital | 0.04% | No change | 12,296 | $946K |
| Deutsche Bank AG | 0.00% | Reduce -8.5% | 12,289 | $943K |
| Compound Planning, Inc. | 0.03% | Reduce -3.4% | 11,997 | $920K |
| HRT Financial LP | 0.00% | New | 11,961 | $917K |
| Birch Financial Group, LLC | 0.53% | Add +2.9% | 11,659 | $894K |
| Mesirow Financial Investment Management, Inc. | 0.02% | No change | 11,570 | $888K |
| Elyxium Wealth, LLC | 0.31% | Reduce -43.1% | 11,552 | $886K |
| Quantinno Capital Management LP | 0.00% | Add +14.2% | 11,490 | $882K |
| May Hill Capital, LLC | 0.26% | Reduce -32.7% | 11,462 | $879K |
| Wealthcare Capital Partners, LLC | 0.40% | Reduce -0.6% | 11,363 | $872K |
| Whittier Trust Co. | 0.01% | Reduce -4.6% | 11,213 | $871K |
| Harbor Group, Inc. | 0.14% | Reduce -25.6% | 11,184 | $858K |
| REDW Wealth LLC | 0.32% | Reduce -1.3% | 11,022 | $846K |
| Windward Private Wealth Management Inc. | 0.29% | Reduce -6.6% | 10,867 | $834K |
| Family Wealth Partners, LLC | 0.31% | Add +10.3% | 10,788 | $828K |
| McAdam, LLC | 0.04% | Reduce -1.9% | 10,635 | $816K |
| Strategic Blueprint, LLC | 0.04% | Reduce -0.8% | 10,526 | $808K |
| Betterment LLC | 0.00% | Add +1.9% | 10,431 | $800K |
| Accretive Wealth Partners, LLC | 0.24% | Reduce -0.1% | 10,421 | $799K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.2% | 10,407 | $798K |
| Asset Dedication, LLC | 0.05% | Add +0.4% | 10,379 | $796K |
| Invesco Ltd. | 0.00% | Reduce -1.3% | 10,271 | $788K |
| Independence Bank of Kentucky | 0.10% | No change | 10,198 | $782K |
| United Capital Financial Advisors, LLC | 0.01% | Add +30.2% | 10,194 | $782K |
| HB Wealth Management, LLC | 0.01% | Reduce -17.4% | 10,192 | $782K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.2% | 10,158 | $779K |
| Alpha Omega Wealth Management LLC | 0.13% | No change | 10,073 | $773K |
| Forum Financial Management, LP | 0.01% | No change | 10,003 | $767K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Reduce -1.8% | 9,827 | $754K |
| 21 West Wealth Management LLC | 0.71% | Add +2.4% | 9,820 | $753K |
| Retirement Planning Group, LLC | 0.03% | Reduce -5.0% | 9,728 | $746K |
| St. Louis Trust Co | 0.09% | No change | 9,680 | $743K |
| Johnson Investment Counsel Inc. | 0.01% | Add +6.3% | 9,644 | $740K |
| Cibc World Market Inc. | 0.00% | Add +9.5% | 9,625 | $738K |
| Keybank National Association | 0.00% | Reduce -0.5% | 9,620 | $738K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -3.0% | 9,603 | $736K |
| Mather Group, Llc. | 0.01% | Reduce -3.4% | 9,587 | $736K |
| Procyon Advisors, LLC | 0.04% | New | 9,549 | $733K |
| Independent Advisor Alliance | 0.02% | Reduce -13.9% | 9,404 | $722K |
| Rf&l Wealth Management, LLC | 0.42% | No change | 9,245 | $709K |
| Williams & Novak, LLC | 0.54% | Reduce -0.6% | 9,175 | $704K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | No change | 9,157 | $703K |
| Lam Group, Inc. | 0.44% | No change | 9,155 | $702K |
| First Horizon Corp. | 0.03% | — | 8,962 | $688K |
| First Western Trust Bank | 0.03% | Reduce -29.1% | 8,893 | $682K |
| Cutler Investment Counsel LLC | 0.07% | Reduce -7.1% | 8,692 | $667K |
| PBMares Wealth Management LLC | 0.11% | Reduce -7.0% | 8,591 | $659K |
| Fiduciary Advisors, Inc. | 0.53% | Add +0.2% | 8,503 | $652K |
| William Howard & Co Financial Advisors Inc | 0.55% | Reduce -10.6% | 8,479 | $650K |
| Fidelis Capital Partners, LLC | 0.05% | Reduce -0.2% | 8,354 | $641K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +7.0% | 8,345 | $640K |
| Ascent Group, LLC | 0.02% | Reduce -1.7% | 8,308 | $637K |
| Synovus Financial Corp. | 0.01% | Add +0.8% | 8,087 | $620K |
| Johnson Financial Group, LLC | 0.06% | Reduce -6.1% | 8,014 | $615K |
| PFG Private Wealth Management, LLC | 0.27% | New | 7,926 | $608K |
| Integrity Wealth Solutions LLC | 0.27% | No change | 7,926 | $608K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.2% | 7,902 | $606K |
| Toronto Dominion Bank | 0.00% | Add +46317.7% | 7,891 | $605K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +93.6% | 7,874 | $604K |
| Financial Harvest, LLC | 0.41% | Reduce -12.3% | 7,843 | $602K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.7% | 7,695 | $595K |
| Athena Investment Management | 0.31% | Reduce -3.5% | 7,640 | $586K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.6% | 23,617 | $585K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -9.6% | 7,614 | $584K |
| Gladwyn Financial Advisors, Inc. | 0.42% | No change | 7,579 | $581K |
| JMG Financial Group, Ltd. | 0.02% | Add +0.5% | 7,541 | $579K |
| Morton Capital Management LLC | 0.09% | Reduce -1.9% | 7,519 | $577K |
| Belpointe Asset Management LLC | 0.02% | Reduce -7.4% | 7,512 | $576K |
| Brucke Financial, Inc. | 0.34% | Reduce -0.4% | 7,546 | $575K |
| Empower Advisory Group, LLC | 0.00% | Reduce -18.3% | 7,490 | $575K |
| Twin Focus Capital Partners, LLC | 0.07% | No change | 7,320 | $562K |
| Simplicity Wealth,LLC | 0.03% | Reduce -48.6% | 7,155 | $549K |
| Cwm, LLC | 0.00% | Add +21.7% | 7,009 | $538K |
| Discipline Wealth Solutions, LLC | 0.14% | Add +48.4% | 6,997 | $537K |
| Factor Wealth Management LTD | 0.13% | Reduce -3.0% | 6,988 | $536K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +3.9% | 6,986 | $536K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 6,978 | $535K |
| Savvy Advisors, Inc. | 0.02% | Reduce -3.4% | 6,840 | $525K |
| Tranquility Partners, LLC | 0.18% | Reduce -4.5% | 6,837 | $525K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -7.3% | 6,834 | $524K |
| Whalerock Point Partners, LLC | 0.10% | No change | 6,700 | $514K |
| FSC Wealth Advisors, LLC | 0.29% | Add +20.2% | 6,622 | $508K |
| Becker Capital Management Inc. | 0.01% | No change | 6,584 | $505K |
| Courage Miller Partners, LLC | 0.15% | Reduce -0.9% | 6,539 | $502K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -0.3% | 6,492 | $498K |
| Nwam LLC | 0.03% | Add +1.2% | 6,478 | $498K |
| Sentinel Wealth Management, Inc. | 0.43% | No change | 6,426 | $493K |
| Headinvest, LLC | 0.10% | No change | 6,370 | $489K |
| Brickley Wealth Management | 0.08% | Reduce -2.0% | 6,295 | $483K |
| Bridge Generations Wealth Management LLC | 0.32% | No change | 6,262 | $480K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -14.0% | 6,253 | $480K |
| NewEdge Wealth, LLC | 0.01% | Add +12.9% | 6,332 | $479K |
| CM Wealth Advisors LLC | 0.12% | No change | 6,141 | $471K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.8% | 6,115 | $469K |
| DMC Group, LLC | 0.32% | Add +48.3% | 6,085 | $467K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.4% | 6,079 | $467K |
| Braun-Bostich & Associates Inc. | 0.29% | Reduce -4.2% | 6,032 | $463K |
| Presilium Private Wealth, LLC | 0.09% | No change | 5,910 | $453K |
| Montecito Bank & Trust | 0.07% | — | 5,897 | $452K |
| Raffa Wealth Management, LLC | 0.08% | No change | 5,847 | $449K |
| Integrated Advisors Network LLC | 0.02% | Add +0.1% | 5,823 | $447K |
| Cornerstone Wealth Advisors, Inc. | 0.11% | Reduce -2.8% | 5,800 | $445K |
| Sierra Capital LLC | 0.05% | No change | 5,723 | $439K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 5,623 | $431K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -0.5% | 5,617 | $431K |
| BOK Financial Private Wealth, Inc. | 0.03% | Add +1.7% | 5,602 | $430K |
| Ancora Advisors LLC | 0.01% | No change | 5,545 | $425K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +2.3% | 5,546 | $425K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -5.4% | 5,490 | $421K |
| AllSquare Wealth Management LLC | 0.22% | No change | 5,424 | $416K |
| GW&K Investment Management, LLC | 0.00% | No change | 5,402 | $414K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 5,340 | $410K |
| Fort Vancouver Investment Management, LLC | 0.22% | Reduce -0.4% | 5,281 | $405K |
| Smartleaf Asset Management LLC | 0.02% | Add +23.5% | 5,263 | $403K |
| AE Wealth Management LLC | 0.00% | Add +49.4% | 5,247 | $403K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.9% | 5,247 | $403K |
| Maia Wealth LLC | 0.07% | Add +10.3% | 5,260 | $402K |
| Samalin Investment Counsel, LLC | 0.14% | Add +2.6% | 5,226 | $401K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -18.1% | 5,078 | $390K |
| ARK & TLK Investments, LLC | 0.12% | Reduce -29.6% | 5,069 | $389K |
| Vista Investment Management | 0.14% | Add +0.5% | 5,055 | $388K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 4,985 | $382K |
| First Interstate Bank | 0.02% | No change | 4,907 | $376K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +5.4% | 4,900 | $376K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +10.2% | 4,899 | $376K |
| Collective Family Office LLC | 0.09% | Reduce -0.6% | 4,821 | $370K |
| Legacy Edge Advisors, LLC | 0.04% | Add +15.9% | 4,814 | $369K |
| Wedbush Securities Inc. | 0.01% | Add +1.1% | 4,803 | $368K |
| Watts Gwilliam & Co., LLC | 0.06% | No change | 4,786 | $367K |
| Kavar Capital Partners Group, LLC | 0.05% | Add +0.3% | 4,736 | $363K |
| Embree Financial Group | 0.05% | Reduce -12.6% | 4,710 | $361K |
| Meridian Financial Advisors, LLC | 0.20% | Reduce -7.9% | 4,672 | $358K |
| Biltmore Family Office, LLC | 0.05% | No change | 4,665 | $358K |
| Latitude Advisors, LLC | 0.16% | Reduce -8.2% | 4,660 | $358K |
| Crescent Grove Advisors, LLC | 0.03% | Add +3.6% | 4,578 | $351K |
| Bestgate Wealth Advisors, LLC | 0.61% | Add +3.1% | 4,492 | $345K |
| Barclays PLC | 0.00% | Reduce -92.7% | 4,486 | $344K |
| Vannoy Advisory Group, Inc. | 0.22% | No change | 4,462 | $342K |
| KFA Private Wealth Group, LLC | 0.10% | Reduce -6.0% | 4,384 | $336K |
| Independent Financial Group, LLC | 0.01% | Add +1.0% | 4,372 | $335K |
| Apella Capital, LLC | 0.01% | Reduce -4.5% | 4,292 | $329K |
| Mullaney, Keating & Wright, Inc. | 0.18% | No change | 4,248 | $326K |
| Rockingstone Advisors LLC | 0.16% | No change | 4,245 | $326K |
| GTS Securities LLC | 0.01% | Reduce -41.0% | 4,243 | $326K |
| Fortis Capital Advisors, LLC | 0.05% | No change | 4,197 | $322K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.9% | 4,185 | $321K |
| Stephens Inc. | 0.00% | No change | 4,154 | $319K |
| Alliancebernstein L.P. | 0.00% | No change | 4,100 | $315K |
| Harbour Investments, Inc. | 0.01% | Add +2337.5% | 4,095 | $314K |
| Wealth Preservation Advisors, LLC | 0.18% | No change | 4,063 | $312K |
| Integrated Capital Management, LLC | 0.14% | Reduce -10.3% | 3,975 | $310K |
| Regions Financial Corp. | 0.00% | Reduce -0.6% | 4,020 | $308K |
| LongView Wealth Management | 0.08% | Add +5.8% | 4,017 | $308K |
| Beckerman Institutional, LLC | 0.18% | Reduce -0.7% | 3,998 | $307K |
| Columbus Macro, LLC | 0.03% | Reduce -3.1% | 3,962 | $304K |
| Truefg, LLC | 0.08% | No change | 3,927 | $301K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -15.1% | 3,877 | $297K |
| River Wealth Advisors LLC | 0.03% | Reduce -4.9% | 3,876 | $297K |
| Eagle Rock Investment Company, LLC | 0.04% | Reduce -0.8% | 3,843 | $295K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.9% | 3,833 | $294K |
| Strive Asset Management, LLC | 0.16% | Reduce -36.4% | 3,827 | $294K |
| Garrison Point Advisors, LLC | 0.12% | Add +8.4% | 3,824 | $293K |
| Forefront Wealth Partners, LLC | 0.07% | New | 3,806 | $292K |
| Armstrong, Fleming & Moore, Inc | 0.14% | No change | 3,760 | $288K |
| MFA Wealth Services | 0.20% | Reduce -0.6% | 3,752 | $288K |
| Rathbones Group PLC | 0.00% | New | 3,734 | $286K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -12.8% | 3,722 | $286K |
| CoreCap Advisors, LLC | 0.01% | Reduce -27.8% | 3,692 | $283K |
| Squarepoint Ops LLC | 0.00% | New | 3,688 | $283K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -8.3% | 3,580 | $278K |
| Wealthfront Advisers LLC | 0.00% | Add +3.4% | 3,624 | $278K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.8% | 3,617 | $277K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 3,616 | $277K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 3,556 | $275K |
| Dynamic Financial Group | 0.24% | Reduce -4.8% | 3,575 | $274K |
| Stone Summit Wealth LLC | 0.08% | Reduce -10.8% | 3,571 | $274K |
| Werba Rubin Papier Wealth Management | 0.04% | No change | 3,536 | $271K |
| Key Financial Inc | 0.05% | No change | 3,504 | $269K |
| Linscomb Wealth, Inc. | 0.01% | No change | 3,479 | $267K |
| Pinney & Scofield, Inc. | 0.17% | No change | 3,471 | $266K |
| Aurelius Family Office LLC | 0.12% | Reduce -2.5% | 3,455 | $265K |
| Up Strategic Wealth Investment Advisors LLC | 0.20% | Reduce -3.3% | 3,451 | $264K |
| Fee-Only Financial Planning, L.C. | 0.15% | No change | 3,350 | $257K |
| Maltin Wealth Management, Inc. | 0.11% | No change | 3,335 | $256K |
| Arkadios Wealth Advisors | 0.01% | New | 3,331 | $256K |
| Archer Investment Management, LLC | 0.16% | No change | 3,328 | $255K |
| Annex Advisory Services, LLC | 0.01% | Reduce -3.9% | 3,319 | $255K |
| LPWM LLC | 0.07% | Reduce -0.6% | 3,317 | $254K |
| Frazier Financial Advisors, LLC | 0.16% | No change | 3,316 | $254K |
| Upper Left Wealth Management, LLC | 0.16% | Add +4.1% | 3,304 | $253K |
| Commerce Bank | 0.00% | No change | 3,279 | $252K |
| apricus wealth, LLC | 0.13% | New | 3,211 | $246K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -13.8% | 3,204 | $246K |
| Essex Financial Services, Inc. | 0.01% | No change | 3,202 | $246K |
| Sigma Planning Corp | 0.01% | Reduce -32.6% | 3,178 | $244K |
| Willow Creek Wealth Management Inc. | 0.02% | No change | 3,173 | $243K |
| Ceera Investments, LLC | 0.08% | No change | 3,150 | $242K |
| MAS Advisors LLC | 0.38% | Add +1.3% | 3,122 | $240K |
| Mosaic Financial Group, LLC | 0.17% | No change | 3,077 | $236K |
| Ellis Investment Partners, LLC | 0.04% | No change | 3,028 | $232K |
| Diversify Wealth Management, LLC | 0.01% | No change | 3,039 | $231K |
| Colorado Capital Management, Inc. | 0.09% | No change | 3,017 | $231K |
| Note Advisors, LLC | 0.14% | Reduce -7.1% | 3,007 | $231K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -29.6% | 2,979 | $229K |
| Red Tortoise LLC | 0.10% | No change | 2,974 | $228K |
| Michels Family Financial, LLC | 0.18% | Reduce -2.2% | 2,959 | $227K |
| Granite Harbor Advisors, Inc. | 0.09% | Reduce -10.0% | 2,943 | $226K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.1% | 2,930 | $225K |
| Modern Wealth Management, LLC | 0.00% | Add +2.1% | 2,895 | $222K |
| Nicolet Bankshares Inc. | 0.04% | Reduce -43.3% | 2,889 | $222K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,855 | $219K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,850 | $219K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -8.4% | 2,841 | $218K |
| XTX Topco Ltd | 0.01% | Reduce -30.0% | 2,834 | $217K |
| Signet Financial Management, LLC | 0.03% | Reduce -0.0% | 2,832 | $217K |
| First National Advisers, LLC | 0.03% | No change | 2,800 | $215K |
| Corepath Wealth Partners LLC | 0.16% | No change | 2,749 | $214K |
| Berger Financial Group, Inc | 0.01% | Reduce -8.3% | 2,781 | $213K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.07% | Reduce -61.3% | 2,772 | $213K |
| Single Point Partners, LLC | 0.04% | Reduce -20.6% | 2,753 | $211K |
| Synergy Asset Management, LLC | 0.01% | New | 2,743 | $210K |
| Claris Advisors, LLC / Mo / | 0.07% | No change | 2,889 | $210K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.1% | 2,694 | $207K |
| Montis Financial, LLC | 0.05% | Reduce -32.3% | 2,672 | $205K |
| New Covenant Trust Company, N.A. | 0.19% | Reduce -7.1% | 2,650 | $203K |
| Naples Global Advisors, LLC | 0.02% | New | 2,648 | $203K |
| Fingerlakes Wealth Management, Inc. | 0.13% | New | 2,636 | $202K |
| Curio Wealth, LLC | 0.08% | No change | 2,522 | $193K |
| TFC Financial Management, Inc. | 0.02% | Reduce -1.0% | 2,520 | $193K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,334 | $179K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +9.9% | 2,286 | $175K |
| SJS Investment Consulting Inc. | 0.02% | No change | 2,280 | $175K |
| Clear Investment Research, LLC | 0.22% | Add +0.1% | 2,163 | $166K |
| North Ridge Wealth Advisors, Inc. | 0.09% | New | 2,157 | $165K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 2,111 | $162K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,077 | $159K |
| Longview Financial Advisors LLC | 0.09% | No change | 2,036 | $156K |
| Highline Wealth Partners LLC | 0.04% | No change | 2,000 | $153K |
| GAMMA Investing LLC | 0.01% | Add +49.6% | 1,964 | $151K |
| Spire Wealth Management | 0.00% | No change | 1,889 | $145K |
| Golden State Wealth Management, LLC | 0.02% | No change | 1,863 | $143K |
| Park Place Capital Corp | 0.03% | Reduce -0.4% | 1,851 | $142K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 1,819 | $140K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -38.5% | 1,794 | $138K |
| Glassman Wealth Services | 0.02% | No change | 1,786 | $137K |
| Trust Co | 0.01% | No change | 1,660 | $127K |
| Kathleen S. Wright Associates Inc. | 0.05% | No change | 1,653 | $127K |
| Trust Co. of Vermont | 0.01% | Add +28.3% | 1,634 | $125K |
| Lanark Financial, Inc. | 0.01% | No change | 1,614 | $124K |
| Wolff Wiese Magana LLC | 0.07% | Add +2.8% | 1,609 | $123K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -0.2% | 1,556 | $119K |
| Westside Investment Management, Inc. | 0.02% | Add +3658.5% | 1,541 | $118K |
| Horizon Bancorp Inc. | 0.05% | No change | 1,476 | $113K |
| WealthCollab, LLC | 0.05% | No change | 1,332 | $102K |
| Assetmark, Inc. | 0.00% | Add +47.5% | 1,248 | $96K |
| Copia Wealth Management | 0.07% | No change | 1,210 | $93K |
| Rothschild Investment LLC | 0.01% | No change | 1,177 | $90K |
| Private Trust Co. NA | 0.01% | Add +0.7% | 1,158 | $89K |
| Signaturefd, LLC | 0.00% | Reduce -61.7% | 1,153 | $88K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 1,089 | $84K |
| Burkett Financial Services, LLC | 0.03% | No change | 1,087 | $83K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.1% | 1,069 | $82K |
| Teachers Insurance & Annuity Association of America | 0.09% | No change | 1,036 | $79K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,009 | $77K |
| Grove Bank & Trust | 0.01% | No change | 1,005 | $77K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 960 | $74K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 945 | $72K |
| Maryland Capital Advisors Inc. | 0.03% | Reduce -2.1% | 930 | $71K |
| Addison Advisors LLC | 0.02% | Reduce -9.4% | 925 | $71K |
| High Note Wealth, LLC | 0.01% | No change | 901 | $69K |
| JDM Financial Group LLC | 0.03% | Reduce -5.9% | 875 | $67K |
| CENTRAL TRUST Co | 0.00% | Reduce -13.7% | 850 | $65K |
| Clayton Financial Group LLC | 0.05% | New | 837 | $64K |
| Sound Income Strategies, LLC | 0.00% | No change | 750 | $58K |
| Harbor Asset Planning, Inc. | 0.05% | No change | 738 | $57K |
| JNBA Financial Advisors | 0.00% | Reduce -1.1% | 700 | $54K |
| Gables Capital Management Inc. | 0.02% | No change | 688 | $53K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 663 | $51K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 624 | $48K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 623 | $48K |
| Perkins Coie Trust Co | 0.01% | No change | 568 | $44K |
| Hemington Wealth Management | 0.01% | No change | 536 | $41K |
| City State Bank | 0.01% | No change | 529 | $41K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 516 | $40K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 513 | $39K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 508 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 498 | $38K |
| Covenant Partners, LLC | 0.01% | Add +0.8% | 478 | $37K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 451 | $35K |
| MCF Advisors LLC | 0.00% | No change | 451 | $35K |
| Russell Investments Group, Ltd. | 0.00% | Add +20.8% | 442 | $34K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 422 | $32K |
| CX Institutional | 0.00% | New | 420 | $32K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 405 | $31K |
| Gen-Wealth Partners Inc | 0.01% | No change | 395 | $30K |
| Colonial Trust Co / SC | 0.00% | No change | 388 | $30K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 369 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -3.2% | 363 | $28K |
| Private Wealth Asset Management, LLC | 0.00% | Add +43.0% | 359 | $28K |
| St Germain D J Co. Inc. | 0.00% | No change | 356 | $27K |
| American National Bank & Trust | 0.00% | No change | 352 | $27K |
| NFSG Corp | 0.00% | No change | 334 | $26K |
| Tucker Asset Management LLC | 0.01% | No change | 333 | $26K |
| IAG Wealth Partners, LLC | 0.00% | No change | 326 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 336 | $25K |
| Reyes Financial Architecture, Inc. | 0.02% | New | 320 | $25K |
| MRP Capital Investments, LLC | 0.02% | No change | 331 | $24K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -83.1% | 300 | $23K |
| Coston, McIsaac & Partners | 0.01% | No change | 301 | $23K |
| Pacifica Partners Inc. | 0.01% | No change | 278 | $21K |
| Wealth Watch Advisors, INC | 0.01% | New | 275 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 274 | $21K |
| Tsfg, LLC | 0.00% | No change | 279 | $21K |
| Toth Financial Advisory Corp. | 0.00% | New | 268 | $21K |
| Corsicana & Co. | 0.01% | — | 261 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 261 | $20K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Add +828.0% | 232 | $18K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -74.3% | 230 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 222 | $17K |
| KERR FINANCIAL PLANNING Corp | 0.02% | — | 220 | $17K |
| Newton One Investments LLC | 0.00% | No change | 212 | $16K |
| Angeles Wealth Management, LLC | 0.00% | No change | 198 | $15K |
| S&T Bank | 0.00% | No change | 191 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -7.0% | 185 | $14K |
| Pandora Wealth, Inc. | 0.01% | No change | 180 | $14K |
| Robinswood Financial LLC | 0.00% | No change | 177 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 171 | $13K |
| Hantz Financial Services, Inc. | 0.00% | No change | 172 | $13K |
| CNB Bank | 0.01% | No change | 165 | $13K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 162 | $12K |
| Eastern Bank | 0.00% | No change | 160 | $12K |
| Financial Perspectives, Inc | 0.00% | No change | 156 | $12K |
| Covestor Ltd | 0.01% | Reduce -23.8% | 154 | $12K |
| First Pacific Financial | 0.00% | Add +50.0% | 153 | $12K |
| Clearstead Trust, LLC | 0.00% | No change | 147 | $11K |
| Howe & Rusling Inc. | 0.00% | No change | 137 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 134 | $10K |
| Avion Wealth | 0.00% | No change | 139 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 124 | $10K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $9K |
| Cornerstone Planning Group LLC | 0.00% | New | 120 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $9K |
| Strategic Advocates LLC | 0.00% | New | 118 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | New | 117 | $9K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -53.3% | 113 | $9K |
| New Millennium Group LLC | 0.00% | No change | 111 | $9K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 97 | $7K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 96 | $7K |
| United Financial Planning Group LLC | 0.00% | — | 95 | $7K |
| Strengthening Families & Communities, LLC | 0.00% | New | 92 | $7K |
| Main Street Group, LTD | 0.00% | No change | 90 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +40.3% | 87 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 84 | $6K |
| Winch Advisory Services, LLC | 0.00% | No change | 84 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 83 | $6K |
| Blume Capital Management, Inc. | 0.00% | New | 79 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 75 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 74 | $6K |
| Security National Bank | 0.00% | New | 72 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +112.1% | 70 | $5K |
| Compass Financial Services Inc | 0.00% | New | 64 | $5K |
| First Community Trust NA | 0.00% | No change | 62 | $5K |
| TCTC Holdings, LLC | 0.00% | No change | 62 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 58 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -22.2% | 56 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 54 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 54 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 50 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 46 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 42 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $3K |
| Founders Financial Alliance, LLC | 0.00% | Add +34.5% | 39 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 39 | $3K |
| Essential Partners LLC | 0.00% | No change | 37 | $3K |
| Dynamic Wealth Strategies, LLC | 0.00% | New | 36 | $3K |
| Rice Partnership, LLC | 0.00% | New | 36 | $3K |
| Providence Capital Advisors, LLC | 0.00% | Add +325.0% | 34 | $3K |
| Horizon Financial Services, LLC | 0.00% | New | 33 | $3K |
| Promus Capital, LLC | 0.00% | No change | 30 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 28 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 24 | $2K |
| Trust Co. of Toledo NA | 0.00% | No change | 23 | $2K |
| Archer Investment Corp | 0.00% | No change | 22 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.6% | 17 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $748 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 9 | $691 |
| IMG Wealth Management, Inc. | 0.00% | New | 9 | $690 |
| Integrity Financial Corp | 0.00% | Reduce -96.7% | 9 | $690 |
| Hollencrest Capital Management | 0.00% | No change | 7 | $537 |
| HighMark Wealth Management LLC | 0.00% | New | 7 | $517 |
| Alerus Financial NA | 0.00% | No change | 6 | $460 |
| HM Payson & Co. | 0.00% | New | 5 | $384 |
| Palisade Asset Management, LLC | 0.00% | New | 3 | $231 |
"% 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.