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Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies »

ISHARES TR MSCI Small Cap msci small cap shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies from 13F filings

Historical chart of Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$374k	4.8k	77.53

More positions owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

Apple (AAPL)

Vanguard Index Fds Sml Cp Grw Etf (VBK)

Vanguard Index Fds Value Etf (VTV)

Dimensional Etf Trust Internatnal Val (DFIV)

Vanguard Bd Index Fds Intermed Term (BIV)

Vanguard Index Fds Small Cp Etf (VB)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Vanguard Index Fds Large Cap Etf (VV)

Caterpillar (CAT)

Vanguard Index Fds Growth Etf (VUG)

View all positions for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Tiaa Trust, National Association

Jones Financial Companies, L.L

Natixis Asset Management Advisors

Creative Planning

State of New Jersey Common Pension Fund D

BlackRock

Bank of New York Mellon

Cassaday & Co Wealth Management

Northern Trust

Cetera Investment Advisers

Modera Wealth Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap

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