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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
326
NewEdge Wealth
Pennsylvania
$19M +$201K +3,053 +1%
PCMC
327
Private Capital Management (Colorado)
Colorado
$18.9M +$592K +8,986 +3%
MWM
328
MTC Wealth Management
Florida
$18.9M -$237K -3,591 -1%
FFA
329
Farther Finance Advisors
California
$18.8M +$13M +197,655 +284%
PAS
330
Park Avenue Securities
New York
$18.8M +$2.99M +45,390 +20%
WPA
331
West Paces Advisors
Georgia
$18.8M -$131K -1,991 -0.7%
BFM
332
Broadview Financial Management
Wisconsin
$18.7M -$56.7K -861 -0.3%
EWA
333
Exencial Wealth Advisors
Oklahoma
$18.6M +$1.33M +20,213 +8%
SC
334
Stephens Consulting
Michigan
$18.4M +$2.04M +30,961 +13%
PCIG
335
Partners Capital Investment Group
Massachusetts
$18.3M -$2.83M -42,916 -14%
BL
336
Balentine LLC
Georgia
$18.2M -$144M -2,178,713 -89%
NCM
337
Neumann Capital Management
California
$18.1M +$371K +5,630 +2%
CB
338
Commerce Bank
Missouri
$18.1M -$285K -4,323 -2%
SRSA
339
S.R. Schill & Associates
Washington
$18M -$102K -1,553 -0.6%
FMWA
340
Forvis Mazars Wealth Advisors
Missouri
$17.9M -$1.87M -28,378 -10%
SWM
341
Spire Wealth Management
Virginia
$17.8M -$94.1K -1,427 -0.5%
BMD
342
Better Money Decisions
New Mexico
$17.8M -$4.8M -72,827 -22%
UWPG
343
Ullmann Wealth Partners Group
Florida
$17.7M -$1.19M -17,979 -7%
FDCP
344
Foster Dykema Cabot & Partners
Massachusetts
$17.7M +$16.6M +251,778 New
CCM
345
Condor Capital Management
New Jersey
$17.7M +$379K +5,747 +2%
SIC
346
Sigma Investment Counselors
Michigan
$17.6M -$369K -5,600 -2%
WT
347
Washington Trust
Rhode Island
$17.6M -$742K -11,262 -4%
WFA
348
West Financial Advisors
Iowa
$17.4M +$261K +3,959 +2%
AT
349
Arvest Trust
Oklahoma
$17.3M +$717K +10,885 +5%
IAN
350
Integrated Advisors Network
Texas
$17.1M +$17.3K +263 +0.1%
12 13
14
15 16