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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
501
Stokes Family Office
Louisiana
$9.09M -$235K -3,297 -3%
SCA
502
Snowden Capital Advisors
New York
$9.05M -$207K -2,903 -2%
AHC
503
Anderson Hoagland & Co
Missouri
$8.93M -$138K -1,935 -2%
TWM
504
Tanager Wealth Management
United Kingdom
$8.91M -$124K -1,736 -1%
WB
505
Webster Bank
Connecticut
$8.9M +$331K +4,649 +4%
OWA
506
Octavia Wealth Advisors
Ohio
$8.89M +$7.28M +102,255 +584%
RIA
507
Regal Investment Advisors
Michigan
$8.84M +$2.84M +39,940 +50%
CI
508
Conning Inc
Connecticut
$8.82M – – –
NB
509
NBT Bank
New York
$8.82M -$309K -4,336 -4%
GT
510
Glenmede Trust
Pennsylvania
$8.81M +$491K +6,897 +6%
SHFA
511
SC&H Financial Advisors
Maryland
$8.8M -$106K -1,491 -1%
RPC
512
Rossmore Private Capital
Connecticut
$8.79M +$237K +3,332 +3%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.76M +$110K +1,549 +1%
AI
514
ArchPoint Investors
Florida
$8.74M – – –
AWM
515
Axxcess Wealth Management
California
$8.65M +$628K +8,822 +8%
FFG
516
Foundry Financial Group
New Hampshire
$8.62M +$1.29M +18,185 +19%
HWP
517
Highline Wealth Partners
California
$8.53M +$799K +11,223 +11%
LPP
518
Life Planning Partners
Florida
$8.4M +$416K +5,848 +5%
AFO
519
Allie Family Office
Florida
$8.4M +$230K +3,230 +3%
MBT
520
Montecito Bank & Trust
California
$8.33M -$151K -2,122 -2%
WA
521
Wealthstream Advisors
New York
$8.26M -$525K -7,375 -6%
SFC
522
SYM Financial Corp
Indiana
$8.25M -$2.08M -29,173 -21%
PIMG
523
Patriot Investment Management Group
Tennessee
$8.21M -$179K -2,521 -2%
MG
524
Mather Group
Illinois
$8.17M +$22.4K +315 +0.3%
WIM
525
Westside Investment Management
California
$8.16M +$191K +2,677 +2%
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