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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
526
Life Planning Partners
Florida
$11M +$42.1K +495 +0.4%
BWM
527
Birchcreek Wealth Management
Ohio
$10.9M +$365K +4,291 +4%
PL
528
Plancorp LLC
Missouri
$10.9M -$2.97K -35 -0%
OFG
529
Omega Financial Group
California
$10.9M +$228K +2,686 +2%
ISWM
530
Independent Solutions Wealth Management
New York
$10.9M -$76.8K -904 -0.7%
SW
531
SlateStone Wealth
Florida
$10.8M +$930K +10,942 +10%
EA
532
Enclave Advisors
Texas
$10.8M +$1.37M +16,070 +15%
MHWM
533
Montz Harcus Wealth Management
Louisiana
$10.7M +$213K +2,502 +2%
WIM
534
Waycross Investment Management
Washington
$10.6M +$233K +2,743 +2%
AIA
535
Arbor Investment Advisors
North Carolina
$10.6M -$991K -11,667 -9%
GA
536
GoalVest Advisory
New York
$10.6M +$1.3M +15,277 +14%
1L
537
10Elms LLP
Oklahoma
$10.6M +$126K +1,484 +1%
ATS
538
Ashton Thomas Securities
New York
$10.6M +$10.3M +121,413 New
OHWP
539
Oak Harbor Wealth Partners
North Carolina
$10.5M +$339K +3,990 +3%
CP
540
Canopy Partners
Ohio
$10.5M -$135K -1,584 -1%
FPW
541
Flywheel Private Wealth
California
$10.5M +$1.08M +12,727 +12%
SFO
542
Stokes Family Office
Louisiana
$10.5M -$1.53K -18 -0%
SHFA
543
SC&H Financial Advisors
Maryland
$10.5M +$7.48K +88 +0.1%
CAC
544
Certified Advisory Corp
Florida
$10.4M +$2.61M +30,680 +35%
CI
545
Conning Inc
Connecticut
$10.4M – – –
PF
546
Penney Financial
Texas
$10.3M +$1.39M +16,379 +16%
AI
547
ArchPoint Investors
Florida
$10.3M – – –
EPA
548
Element Pointe Advisors
Florida
$10.3M +$1.34M +15,759 +15%
WIM
549
Westside Investment Management
California
$10.2M +$97.5K +1,147 +1%
FA
550
Fiducient Advisors
Illinois
$10.1M -$94.6K -1,113 -0.9%
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