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iShares Currency Hedged MSCI EAFE ETF
HEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
351
Sovereign Financial Group
Connecticut
$319K -$54.7K -1,558 -15%
WWM
352
Western Wealth Management
Colorado
$313K +$16.9K +481 +6%
SPI
353
Sutton Place Investors
New York
$308K -$128K -3,653 -30%
RCM
354
Raleigh Capital Management
North Carolina
$303K -$181K -5,144 -38%
BWA
355
BCU Wealth Advisors
Illinois
$303K -$181K -5,144 -38%
IFG
356
Independent Financial Group
California
$296K +$292K +8,325 New
PMG
357
ProVise Management Group
Florida
$296K +$55.7K +1,588 +24%
CICC
358
Capital Investment Counsel (Colorado)
Colorado
$294K +$12.1K +345 +4%
LWL
359
Leo Wealth LLC
Texas
$294K – – –
CIA
360
Compass Ion Advisors
Pennsylvania
$294K – – –
OAS
361
Optivise Advisory Services
Tennessee
$293K +$290K +8,251 New
EWA
362
EverSource Wealth Advisors
Alabama
$293K +$134K +3,808 +84%
SWP
363
SIMA Wealth Partners
Virginia
$293K +$289K +8,231 New
GT
364
Glenview Trust
Kentucky
$289K -$17.5K -500 -6%
HWA
365
Heritage Wealth Advisors
Virginia
$288K – – –
AFPL
366
Advus Financial Partners, LLC
Florida
$286K +$282K +8,039 New
CTA
367
Colonial Trust Advisors
South Carolina
$283K -$21.1K -600 -7%
OC
368
Oppenheimer & Co
New York
$282K +$278K +7,918 New
MWM
369
Modern Wealth Management
Kansas
$268K +$265K +7,542 New
FAM
370
Forte Asset Management
New York
$267K +$263K +7,500 New
D
371
Dentgroup
Louisiana
$266K -$104K -2,959 -28%
WIA
372
World Investment Advisors
California
$263K +$260K +7,405 New
CWA
373
Centennial Wealth Advisory
Michigan
$263K +$16K +456 +7%
NCFG
374
New Century Financial Group
New Jersey
$255K -$45.1K -1,286 -15%
CPIG
375
Chicago Partners Investment Group
Illinois
$254K – – –
13 14
15
16 17