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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Curi Wealth Management
North Carolina
$13.4M +$282K +4,286 +2%
PW
402
Peninsula Wealth
California
$13.2M +$31.8K +483 +0.3%
PP
403
PDS Planning
Ohio
$13.2M +$291K +4,417 +2%
RMC
404
Regis Management Company
California
$13.2M +$229K +3,476 +2%
ML
405
McAdam LLC
Pennsylvania
$13.1M +$860K +13,042 +8%
CA
406
Crewe Advisors
Utah
$13.1M -$3.32M -50,358 -21%
IIC
407
Integrated Investment Consultants
Michigan
$13.1M +$6.22M +94,327 +103%
TDWM
408
Topel & Distasi Wealth Management
California
$13.1M +$4.85M +73,541 +65%
GBT
409
Grove Bank & Trust
Florida
$13M +$672K +10,193 +6%
LS
410
Liquid Strategies
Georgia
$13M -$3.1K -47 -0%
FCT
411
Family Capital Trust
Massachusetts
$12.9M +$621K +9,419 +5%
SF
412
Safeguard Financial
Wisconsin
$12.6M +$2.69M +40,818 +29%
FIM
413
Freedom Investment Management
Connecticut
$12.4M +$3M +45,445 +35%
WCP
414
Wick Capital Partners
Pennsylvania
$12.3M -$606K -9,190 -6%
PWA
415
Physician Wealth Advisors
Utah
$12.2M -$399K -6,057 -3%
GWM
416
Geneos Wealth Management
Colorado
$12.2M -$998K -15,137 -8%
TIM
417
Tortoise Investment Management
New York
$12.1M -$777K -11,788 -6%
BAWM
418
Bennett Associates Wealth Management
Pennsylvania
$11.9M +$11.2M +169,196 New
RVPG
419
Relative Value Partners Group
$11.9M -$11.1M -168,285 -50%
WFA
420
Wellspring Financial Advisors
Ohio
$11.8M +$306K +4,640 +3%
ABC
421
Associated Banc-Corp
Wisconsin
$11.8M +$339K +5,148 +3%
BG
422
Bahl & Gaynor
Ohio
$11.8M -$51.3K -778 -0.5%
FTWA
423
Fifth Third Wealth Advisors
Ohio
$11.7M +$2.6M +39,516 +31%
SIM
424
Strategic Investment Management
Virginia
$11.7M +$5.27M +79,990 +89%
MWM
425
Marietta Wealth Management
Georgia
$11.6M +$237K +3,597 +2%
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