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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
451
Octavia Wealth Advisors
Ohio
$16.8M +$1.05M +11,930 +7%
JJBC
452
James J. Burns & Company
New York
$16.8M +$1.18M +13,289 +8%
PP
453
PDS Planning
Ohio
$16.8M -$16.9K -191 -0.1%
CG
454
Caprock Group
Idaho
$16.7M -$2.24M -25,335 -12%
SW
455
SkyOak Wealth
Michigan
$16.7M +$891K +10,075 +6%
WCP
456
Wick Capital Partners
Pennsylvania
$16.6M +$1.28M +14,517 +10%
FMWA
457
Forvis Mazars Wealth Advisors
Missouri
$16.6M -$329K -3,717 -2%
RWP
458
RWA Wealth Partners
Massachusetts
$16.5M +$8.84M +99,939 +118%
SAG
459
SageView Advisory Group
California
$16.5M +$602K +6,806 +4%
MWAM
460
Manhattan West Asset Management
California
$16.3M +$13.1M +147,709 +435%
GC
461
Guidance Capital
Kentucky
$16.2M -$29.5K -334 -0.2%
SCA
462
Southern Capital Advisors
Tennessee
$16.1M +$1.01M +11,410 +7%
RHP
463
Royal Harbor Partners
Texas
$16.1M -$183K -2,072 -1%
PCMM
464
Piedmont Capital Management (Montana)
Montana
$16.1M -$35.1K -397 -0.2%
TW
465
Trajan Wealth
Arizona
$16M -$116K -1,307 -0.7%
RA
466
Rational Advisors
New York
$15.9M +$3.29M +37,152 +27%
PSCM
467
Per Stirling Capital Management
Texas
$15.8M -$164K -1,857 -1%
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$15.7M +$1.04M +11,782 +7%
GT
469
Glenmede Trust
Pennsylvania
$15.7M +$15.5M +175,016 New
RA
470
Riversedge Advisors
Delaware
$15.6M -$3.72M -42,094 -19%
KHC
471
Koesten Hirschmann & Crabtree
Kansas
$15.6M +$287K +3,251 +2%
CC
472
Courier Capital
New York
$15.5M -$6.45M -72,930 -30%
PWM
473
Proathlete Wealth Management
Florida
$15.4M +$207K +2,338 +1%
MA
474
Marquette Associates
Illinois
$15.3M -$469K -5,303 -3%
TDWM
475
Topel & Distasi Wealth Management
California
$15.3M +$26.1K +295 +0.2%
17 18
19
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