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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
401
Clearstead Advisors
Ohio
$5.58M -$65.6K -1,035 -1%
MWM
402
Maltin Wealth Management
New Jersey
$5.51M +$5.36M +84,444 New
NEI
403
Northwest & Ethical Investments
Ontario, Canada
$5.51M +$3.76M +59,300 +236%
MIAN
404
Mariner Independent Advisor Network
Kansas
$5.48M +$205K +3,225 +4%
GBT
405
Grove Bank & Trust
Florida
$5.47M +$128K +2,021 +2%
IWM
406
IHT Wealth Management
Illinois
$5.46M +$542K +8,543 +11%
WWM
407
Windsor Wealth Management
Indiana
$5.46M +$2.88M +45,391 +119%
BWM
408
BCS Wealth Management
Tennessee
$5.43M +$5.28M +83,215 New
NCM
409
Next Capital Management
New York
$5.42M -$1.92M -30,323 -27%
BB
410
Busey Bank
Illinois
$5.42M +$50.9K +803 +1%
AF
411
Advisornet Financial
Minnesota
$5.38M -$1.08M -16,956 -17%
EWM
412
Endurance Wealth Management
Rhode Island
$5.37M – – –
PAMG
413
Patton Albertson Miller Group
Tennessee
$5.32M -$8.05K -127 -0.2%
GWMIA
414
Global Wealth Management Investment Advisory
Florida
$5.3M +$255K +4,017 +5%
BWL
415
Bogart Wealth LLC
Virginia
$5.24M +$4.91M +77,473 +2,707%
LNC
416
Lincoln National Corp
Pennsylvania
$5.22M +$485K +7,647 +11%
LF
417
Lee Financial
Texas
$5.14M -$11.9K -187 -0.2%
CC
418
Copperleaf Capital
North Carolina
$5.11M +$4.96M +78,250 New
GIA
419
Gladstone Institutional Advisory
Florida
$4.99M +$283K +4,457 +6%
GKWIM
420
Gerber Kawasaki Wealth & Investment Management
California
$4.96M -$56.3K -888 -1%
FMWA
421
Forvis Mazars Wealth Advisors
Missouri
$4.92M +$329K +5,190 +7%
MFM
422
Mirsky Financial Management
New York
$4.89M +$412K +6,492 +9%
CAM
423
Concorde Asset Management
Michigan
$4.88M +$492K +7,761 +12%
PFM
424
Peak Financial Management
Massachusetts
$4.87M +$26.6K +420 +0.6%
SPP
425
Single Point Partners
Massachusetts
$4.87M +$4.73M +74,578 New
15 16
17
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