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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
AE Wealth Management
Kansas
$11.4M -$2.83M -39,624 -20%
MW
327
MBL Wealth
North Carolina
$11.3M +$374K +5,232 +3%
FFG
328
Ford Financial Group
California
$11.2M +$625K +8,751 +6%
CB
329
Commerce Bank
Missouri
$11.2M -$11.2M -157,290 -50%
ADL
330
Asset Dedication LLC
California
$11.1M -$2.29M -32,049 -17%
WSTAM
331
Wilbanks Smith & Thomas Asset Management
Virginia
$11.1M +$9.52M +133,183 +656%
MWP
332
MYCIO Wealth Partners
Pennsylvania
$10.9M +$2.83M +39,562 +35%
NEAM
333
New England Asset Management
Connecticut
$10.8M – – –
FWI
334
Facet Wealth Inc
Maryland
$10.7M -$586K -8,207 -5%
BPA
335
Beacon Pointe Advisors
California
$10.7M +$1.29M +18,005 +14%
FCI
336
Financial Counselors Inc
Kansas
$10.7M +$613K +8,584 +6%
IDA
337
Intelligence Driven Advisers
California
$10.7M +$25.1K +351 +0.2%
CSWG
338
Cardinal Strategic Wealth Guidance
Kentucky
$10.6M +$10.6M +147,721 New
OWM
339
Orgel Wealth Management
Wisconsin
$10.5M +$962K +13,456 +10%
GG
340
Gofen & Glossberg
Illinois
$10.4M +$187K +2,620 +2%
SWP
341
Summit Wealth Partners
Florida
$10.4M +$930K +13,014 +10%
ISWM
342
Independent Solutions Wealth Management
New York
$10.4M +$682K +9,549 +7%
NB
343
NBT Bank
New York
$10.4M +$857K +11,995 +9%
LWPC
344
Legacy Wealth Partners (California)
California
$10.2M +$938K +13,130 +10%
CI
345
Conning Inc
Connecticut
$10.2M +$140K +1,965 +1%
HCA
346
Heck Capital Advisors
Wisconsin
$10.2M +$3.84M +53,711 +61%
SWP
347
ShoreHaven Wealth Partners
New Jersey
$10.2M -$38.4K -538 -0.4%
SIC
348
Shoker Investment Counsel
Ohio
$10.2M +$94.5K +1,323 +0.9%
WP
349
WealthSource Partners
California
$10.1M -$5.95M -83,282 -37%
WAOI
350
Wealth Advisors of Iowa
Iowa
$10.1M +$10M +140,177 New
12 13
14
15 16