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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
551
BlueSky Wealth Advisors
North Carolina
$2M -$364K -6,715 -16%
WBG
552
Wharton Business Group
Pennsylvania
$1.98M -$566K -10,436 -23%
AWM
553
Apollon Wealth Management
South Carolina
$1.97M +$123K +2,278 +7%
CMO
554
Covenant Multifamily Offices
Texas
$1.95M -$140K -2,592 -7%
SGAM
555
Stephens Group Asset Management
Arkansas
$1.95M +$1.8M +33,273 New
FWP
556
FAS Wealth Partners
Kansas
$1.95M -$605K -11,165 -25%
HR
557
Hayden Royal
North Carolina
$1.93M +$778K +14,363 +74%
MYIA
558
Mount Yale Investment Advisors
Colorado
$1.91M -$1.45M -26,824 -45%
CWS
559
Cypress Wealth Services
California
$1.9M -$4.06M -74,941 -69%
MSWMA
560
Market Street Wealth Management Advisors
Indiana
$1.89M -$8.83K -163 -0.5%
BWCS
561
Beirne Wealth Consulting Services
Connecticut
$1.89M -$488K -8,997 -21%
HHRDM
562
H&H Retirement Design & Management
Nevada
$1.88M +$640K +11,804 +56%
HH
563
Hilltop Holdings
Texas
$1.88M +$1.78M +32,831 New
RHBC
564
R.H. Bluestein & Co
Michigan
$1.85M +$650K +11,997 +59%
WWM
565
Western Wealth Management
Colorado
$1.84M -$58K -1,070 -3%
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$1.84M +$1.1M +20,293 +171%
CRCM
567
Corbett Road Capital Management
Virginia
$1.83M +$135K +2,487 +8%
CTC
568
Central Trust Company
Missouri
$1.83M -$348K -6,418 -17%
DWT
569
Dorsey & Whitney Trust
South Dakota
$1.82M -$133K -2,449 -7%
GAM
570
Gould Asset Management
California
$1.79M +$1.3M +23,945 +324%
CAG
571
Csenge Advisory Group
Florida
$1.79M +$475K +8,757 +39%
PSUF
572
People's United Financial
Connecticut
$1.78M -$281K -5,183 -14%
PA
573
Procyon Advisors
Connecticut
$1.78M -$106K -1,958 -6%
RWA
574
Ropes Wealth Advisors
Massachusetts
$1.78M +$157K +2,901 +10%
WQ
575
Wealth Quarterback
New Jersey
$1.78M -$807K -14,900 -32%
21 22
23
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