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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
401
Endurance Wealth Management
Rhode Island
$4.97M – – –
KCM
402
Karp Capital Management
California
$4.96M +$4.97M +82,366 New
NFG
403
NewFocus Financial Group
Washington
$4.92M -$129K -2,131 -3%
NFG
404
Next Financial Group
Texas
$4.86M +$366K +6,072 +8%
OAP
405
One Advisory Partners
Kansas
$4.83M +$137K +2,268 +3%
SPP
406
Single Point Partners
Massachusetts
$4.83M +$359K +5,952 +8%
ASN
407
Advisory Services Network
Georgia
$4.73M -$1.41M -23,393 -23%
BWL
408
Bogart Wealth LLC
Virginia
$4.72M -$120K -1,992 -2%
PFM
409
Peak Financial Management
Massachusetts
$4.69M -$59.1K -980 -1%
IWA
410
Independence Wealth Advisors
Virginia
$4.68M +$267K +4,422 +6%
ECM
411
Evergreen Capital Management
Washington
$4.67M -$24.1K -399 -0.5%
PIMG
412
Patriot Investment Management Group
Tennessee
$4.66M +$190K +3,156 +4%
PFA
413
Pettinga Financial Advisors
Indiana
$4.65M +$1.04M +17,314 +29%
HHRDM
414
H&H Retirement Design & Management
Nevada
$4.64M +$2.66M +44,035 +134%
C
415
Clearshares
New York
$4.57M – – –
WA
416
WBH Advisory
Maryland
$4.54M +$187K +3,102 +4%
TCWA
417
Ten Capital Wealth Advisors
Washington
$4.53M +$4.53M +75,068 New
KOMWMG
418
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.51M +$291K +4,832 +7%
EWF
419
Epstein & White Financial
California
$4.5M +$507K +8,406 +13%
BBHC
420
Brown Brothers Harriman & Co
New York
$4.46M +$1.88M +31,160 +73%
CFO
421
CVA Family Office
Colorado
$4.45M +$257K +4,254 +6%
SFA
422
Stewardship Financial Advisors
Georgia
$4.45M +$4.44M +73,682 +78,385%
TTWM
423
TCV Trust & Wealth Management
Virginia
$4.42M +$27.4K +454 +0.6%
RIA
424
RPG Investment Advisory
California
$4.38M +$4.52K +75 +0.1%
SHWM
425
Silicon Hills Wealth Management
Texas
$4.37M +$20.3K +336 +0.5%
15 16
17
18 19