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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
601
Litman Gregory Wealth Management
California
$1.36M +$1.62M +27,255 +60,567%
GM
602
GeoWealth Management
Illinois
$1.35M +$98.2K +1,650 +6%
PFS
603
Prospera Financial Services
Texas
$1.35M +$3.81K +64 +0.2%
IAA
604
Independent Advisor Alliance
North Carolina
$1.34M -$35.5M -596,672 -96%
HNB
605
Huntington National Bank
Ohio
$1.33M – – –
WAM
606
Wealthspire Advisors (Maryland)
Maryland
$1.33M +$307K +5,162 +24%
SWA
607
Stratos Wealth Advisors
Ohio
$1.33M -$205K -3,442 -11%
CFIA
608
Cantor Fitzgerald Investment Advisors
New York
$1.31M -$9.98M -167,715 -86%
TIA
609
Tiemann Investment Advisors
California
$1.28M +$434K +7,291 +40%
GVAG
610
Great Valley Advisor Group
Delaware
$1.27M +$69.5K +1,168 +5%
MG
611
Mather Group
Illinois
$1.26M -$404K -6,786 -21%
TPW
612
TL Private Wealth
Texas
$1.24M -$1.17M -19,692 -45%
VAS
613
Vestmark Advisory Solutions
Massachusetts
$1.24M -$1.15M -19,344 -44%
PGWM
614
Parisi Gray Wealth Management
New Jersey
$1.24M -$374K -6,279 -20%
OWA
615
One Wealth Advisors
California
$1.24M +$1.47M +24,769 New
ZIM
616
Zacks Investment Management
Illinois
$1.23M +$247K +4,156 +20%
PGAM
617
Princeton Global Asset Management
New Jersey
$1.2M +$1.28M +21,512 +840%
DAS
618
Dynamic Advisor Solutions
Arizona
$1.2M -$266K -4,465 -16%
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M +$136K +2,280 +10%
HCA
620
Heck Capital Advisors
Wisconsin
$1.2M +$55.7K +936 +4%
CAL
621
Capital Advisors Ltd
Ohio
$1.2M +$196K +3,295 +16%
ARG
622
Advisory Resource Group
Oklahoma
$1.17M +$214K +3,596 +18%
SFSG
623
Sound Financial Strategies Group
Mississippi
$1.17M -$22.8K -383 -2%
HFA
624
HC Financial Advisors
California
$1.16M -$82.3K -1,383 -6%
MCA
625
Magnolia Capital Advisors
Mississippi
$1.16M +$83.8K +1,408 +6%
23 24
25
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