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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
551
Texas Capital Bancshares
Texas
$3.93M +$218K +3,700 +5%
RSWM
552
Robertson Stephens Wealth Management
California
$3.92M +$1.65M +28,077 +60%
WDG
553
Wealth Dimensions Group
Ohio
$3.92M -$88.6K -1,507 -2%
APW
554
Acima Private Wealth
Virginia
$3.91M -$4.23K -72 -0.1%
AI
555
Axiom Investors
Connecticut
$3.9M +$2.61M +44,400 +149%
CFC
556
Client First Capital
California
$3.9M -$1.7M -28,931 -28%
JF
557
Jump Financial
Illinois
$3.88M +$3.41M +58,048 +370%
DWT
558
Dorsey & Whitney Trust
South Dakota
$3.83M +$1.92M +32,643 +81%
TWA
559
TPB Wealth Advisors
Texas
$3.83M +$70.4K +1,197 +2%
HI
560
Harbour Investments
Wisconsin
$3.81M – – –
BC
561
Bowman & Company
Wisconsin
$3.8M -$357K -6,064 -8%
MFA
562
Mayflower Financial Advisors
Massachusetts
$3.8M -$941 -16 -0%
RIA
563
Regal Investment Advisors
Michigan
$3.76M +$283K +4,810 +7%
CWM
564
Calamos Wealth Management
Illinois
$3.75M +$603K +10,251 +17%
EA
565
Emerald Advisors
Washington
$3.68M +$203K +3,456 +5%
CIAS
566
CFS Investment Advisory Services
New Jersey
$3.67M -$927K -15,762 -18%
OPWM
567
Oakwell Private Wealth Management
Texas
$3.67M +$3.26M +55,505 +390%
RBC
568
Roble Belko & Company
Pennsylvania
$3.61M -$86.8K -1,476 -2%
MNBTD
569
Moody National Bank Trust Division
Texas
$3.57M – – –
LNWWM
570
Laird Norton Wetherby Wealth Management
California
$3.54M +$2.2M +37,464 +126%
FWM
571
Fortress Wealth Management
California
$3.52M +$1.13M +19,231 +40%
KFP
572
KMG Fiduciary Partners
Ohio
$3.5M +$111K +1,891 +3%
PFM
573
Phillips Financial Management
Indiana
$3.48M -$1.31M -22,323 -25%
CA
574
Continuum Advisory
Idaho
$3.44M +$127K +2,163 +3%
WWP
575
Waypoint Wealth Partners
California
$3.43M +$49.2K +837 +1%
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