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iShares Core MSCI International Developed Markets ETF
IDEV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
226
Destination Wealth Management
California
$244K – – –
WFAG
227
Wescott Financial Advisory Group
Pennsylvania
$232K +$223K +4,152 New
SW
228
Simplicity Wealth
New Jersey
$232K +$223K +4,142 New
FWP
229
FAS Wealth Partners
Kansas
$229K +$1.29K +24 +0.6%
JIC
230
Joel Isaacson & Co
New York
$228K +$219K +4,068 New
AWM
231
Accurate Wealth Management
Florida
$225K +$207K +3,852 New
CFA
232
Capstone Financial Advisors
Illinois
$224K +$215K +4,006 New
WP
233
WealthPLAN Partners
Nebraska
$219K +$194K +3,605 New
WIM
234
WealthPlan Investment Management
Nebraska
$219K -$12.5K -232 -6%
B
235
Bensler
Washington
$219K -$29.6K -551 -12%
BAM
236
Belpointe Asset Management
Nevada
$205K +$197K +3,669 New
SWM
237
Spire Wealth Management
Virginia
$205K +$78K +1,451 +66%
FOA
238
Five Oceans Advisors
California
$204K +$196K +3,648 New
VA
239
Valmark Advisers
Ohio
$203K +$194K +3,618 New
FCA
240
Fortis Capital Advisors
Kansas
$202K +$193K +3,600 New
BAAM
241
Baker Avenue Asset Management
California
$190K +$182K +3,386 New
HNB
242
Huntington National Bank
Ohio
$182K – – –
MWM
243
Mascoma Wealth Management
New Hampshire
$181K -$39.5K -735 -18%
CAL
244
Capital Advisors Ltd
Ohio
$153K – – –
NA
245
NewEdge Advisors
Louisiana
$132K +$127K +2,360 New
RFA
246
Resurgent Financial Advisors
Georgia
$124K +$119K +2,223 New
GRP
247
Global Retirement Partners
California
$101K -$233K -4,344 -71%
CAS
248
Coppell Advisory Solutions
Texas
$98.9K +$94.9K +1,767 New
CASC
249
Coppell Advisory Solutions Corp
Texas
$98.9K +$94.9K +1,767 New
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$89.7K +$86.1K +1,602 New
8 9
10
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