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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
LRWA
326
Long Run Wealth Advisors
New York
$16.5M +$6.07M +92,589 +60%
WA
327
Wealth Architects
California
$16.4M -$307K -4,682 -2%
SW
328
SVB Wealth
Massachusetts
$16.4M -$2.01M -30,646 -11%
BOPW
329
Brandywine Oak Private Wealth
Pennsylvania
$16.2M +$2.19M +33,358 +16%
NCM
330
Neumann Capital Management
California
$16.1M +$500K +7,629 +3%
TCM
331
Towercrest Capital Management
Pennsylvania
$16M -$691K -10,538 -4%
CL
332
Choreo LLC
Illinois
$15.9M +$4.36M +66,522 +39%
MAM
333
Meeder Asset Management
Ohio
$15.9M -$292K -4,456 -2%
CA
334
Crewe Advisors
Utah
$15.7M +$219K +3,347 +1%
FAIM
335
Financial Advocates Investment Management
Washington
$15.7M +$2.17M +33,153 +16%
WT
336
Washington Trust
Rhode Island
$15.6M +$712K +10,857 +5%
AA
337
Argent Advisors
Louisiana
$15.3M -$261K -3,974 -2%
GPA
338
Guidance Point Advisors
Massachusetts
$15.2M +$458K +6,993 +3%
IAN
339
Integrated Advisors Network
Texas
$15.2M -$625K -9,539 -4%
KFAA
340
Klaas Financial Asset Advisors
Illinois
$15.2M -$199K -3,042 -1%
PFM
341
Parsec Financial Management
North Carolina
$15.2M +$421K +6,426 +3%
WFA
342
West Financial Advisors
Iowa
$15.1M +$747K +11,394 +5%
WA
343
WBH Advisory
Maryland
$15M +$14.8M +225,041 New
SIA
344
Sovereign Investment Advisors
Arizona
$15M – – –
PAS
345
Professional Advisory Services
Florida
$15M +$14.7M +224,254 New
RA
346
Riversedge Advisors
Delaware
$15M +$5.64M +86,064 +62%
SWM
347
Spire Wealth Management
Virginia
$14.9M +$3.07M +46,904 +27%
FDCC
348
Foster Dykema Cabot & Co
Massachusetts
$14.9M -$985K -15,032 -6%
EWA
349
Exencial Wealth Advisors
Oklahoma
$14.8M +$734K +11,189 +5%
CA
350
Cetera Advisors
Colorado
$14.7M +$818K +12,484 +6%
12 13
14
15 16