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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
601
Versant Capital Management
Arizona
$11.2M – – –
AG
602
Ascent Group
Virginia
$11.2M -$56.2K -585 -0.5%
BWP
603
BSW Wealth Partners
Colorado
$11.1M -$523K -5,442 -5%
TWM
604
Tanager Wealth Management
United Kingdom
$11M -$247K -2,568 -2%
CA
605
Continuum Advisory
Idaho
$11M +$422K +4,389 +4%
GA
606
Greenspring Advisors
Maryland
$11M -$59.1K -615 -0.5%
EFA
607
Evernest Financial Advisors
Indiana
$10.8M -$9.13K -95 -0.1%
KWM
608
Kingsview Wealth Management
Oregon
$10.8M +$3.6M +37,439 +50%
AWM
609
Abound Wealth Management
Tennessee
$10.8M +$12.5K +130 +0.1%
SHFA
610
SC&H Financial Advisors
Maryland
$10.8M -$429K -4,462 -4%
SCA
611
Snowden Capital Advisors
New York
$10.8M +$226K +2,348 +2%
PPC
612
Park Place Capital
Alabama
$10.8M +$241K +2,511 +2%
IC
613
Iconiq Capital
California
$10.8M -$138K -1,441 -1%
CT
614
Caldwell Trust
Florida
$10.8M +$1.3M +13,491 +14%
ISWM
615
Independent Solutions Wealth Management
New York
$10.7M -$196K -2,041 -2%
PC
616
Permanens Capital
New York
$10.7M +$9.66M +100,590 +949%
NFG
617
Nations Financial Group
Iowa
$10.7M +$299K +3,111 +3%
FB
618
Fulton Bank
Pennsylvania
$10.7M +$52.6K +548 +0.5%
LPP
619
Life Planning Partners
Florida
$10.6M -$881K -9,177 -8%
FCT
620
Family Capital Trust
Massachusetts
$10.6M -$15.4K -160 -0.1%
SFC
621
SYM Financial Corp
Indiana
$10.5M +$48.6K +506 +0.5%
MWM
622
Modern Wealth Management
Kansas
$10.5M +$4.51K +47 +0%
FCH
623
Freestone Capital Holdings
Washington
$10.5M +$26.9K +280 +0.3%
CPBTD
624
Central Pacific Bank - Trust Division
Hawaii
$10.4M +$4.47M +46,570 +76%
SAM
625
Silvercrest Asset Management
New York
$10.4M +$24.6K +256 +0.2%
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