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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$19.9M +$149K +2,091 +0.8%
UOMF
227
University of Massachusetts Foundation
Massachusetts
$19.5M -$24.7M -346,179 -56%
FWM
228
FFT Wealth Management
Pennsylvania
$19.4M -$2.37M -33,124 -11%
PWA
229
Physician Wealth Advisors
Utah
$19.4M +$278K +3,895 +2%
AGA
230
Arkos Global Advisors
Texas
$19.4M +$1.44M +20,097 +8%
MWM
231
MTC Wealth Management
Florida
$19.3M +$19.2M +268,351 New
KAS
232
Kestra Advisory Services
Texas
$19.3M -$754K -10,554 -4%
WTC
233
WhitTier Trust Company
Nevada
$19M +$490K +6,863 +3%
MF
234
Montis Financial
Massachusetts
$18.9M +$984K +13,763 +6%
FMWA
235
Forvis Mazars Wealth Advisors
Missouri
$18.7M -$377K -5,273 -2%
OCG
236
Opus Capital Group
Ohio
$18.6M +$63.5K +889 +0.3%
SRSA
237
S.R. Schill & Associates
Washington
$18.6M +$29.6K +414 +0.2%
ECG
238
Edge Capital Group
Georgia
$18.3M -$335K -4,693 -2%
NA
239
NewEdge Advisors
Louisiana
$18.2M -$6.72M -94,003 -27%
P3I
240
Progeny 3 Inc
Washington
$18.1M – – –
SWM
241
Spire Wealth Management
Virginia
$18M +$17.9M +250,406 New
CFO
242
CVA Family Office
Colorado
$18M +$11.4M +159,762 +177%
TFCP
243
Twin Focus Capital Partners
Massachusetts
$18M +$1.1M +15,447 +7%
SWM
244
Sugarloaf Wealth Management
Georgia
$17.8M -$11.8M -165,513 -99%
HCM
245
Hollencrest Capital Management
California
$17.7M +$16.9M +235,841 +2,451%
AWA
246
Aaron Wealth Advisors
Illinois
$17.5M +$6.98M +97,732 +67%
FPGK
247
Financial Partners Group (Kansas)
Kansas
$17.4M +$63.8K +893 +0.4%
DT
248
Daniels + Tansey
Delaware
$17.3M +$1.12M +15,723 +7%
MG
249
McCutchen Group
Washington
$17.1M +$63.5K +889 +0.4%
EWA
250
Encompass Wealth Advisors
Oregon
$16.9M +$5.47M +76,595 +50%
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