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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
626
Watermark Asset Management
California
$533K +$200K +3,409 +54%
SG
627
StoneX Group
New York
$532K -$159K -2,718 -22%
CFB
628
Cullen/Frost Bankers
Texas
$531K -$16.4K -280 -3%
BOTW
629
Bank of the West
California
$529K +$186K +3,169 +49%
RBC
630
Roble Belko & Company
Pennsylvania
$518K +$552K +9,415 New
BIA
631
Bigelow Investment Advisors
Maine
$517K +$337K +5,740 +157%
BSW
632
Buckingham Strategic Wealth
Missouri
$512K +$257K +4,389 +89%
FCB
633
First Command Bank
Texas
$511K -$447K -7,620 -45%
FCFS
634
First Command Financial Services
Texas
$511K -$447K -7,620 -45%
CSPIA
635
Cary Street Partners Investment Advisory
Virginia
$505K +$539K +9,184 New
RMDI
636
R.M. Davis Inc
Maine
$505K +$539K +9,187 New
MFS
637
McNamara Financial Services
Massachusetts
$504K – – –
PJSIMP
638
P.J. Schmidt Investment Management (PJS)
Wisconsin
$501K -$601K -10,251 -53%
MFG
639
Magnus Financial Group
New York
$499K +$532K +9,064 New
BHWM
640
Bay Harbor Wealth Management
Maryland
$497K +$530K +9,040 New
BFO
641
Boston Family Office
Massachusetts
$494K – – –
AIP
642
Ahrens Investment Partners
Louisiana
$494K +$527K +8,990 New
FNBT
643
FineMark National Bank & Trust
Florida
$491K +$24.7K +421 +5%
NF
644
Nikulski Financial
Iowa
$485K +$3.75K +64 +0.7%
AWM
645
AE Wealth Management
Kansas
$485K +$173K +2,954 +50%
CAC
646
Certified Advisory Corp
Florida
$484K +$54.7K +933 +12%
SBH
647
Segall Bryant & Hamill
Illinois
$484K +$516K +8,792 New
AWMG
648
Alliance Wealth Management Group
New Jersey
$483K +$515K +8,777 New
PIA
649
Pinion Investment Advisors
Kansas
$480K -$134K -2,286 -21%
AA
650
Advisory Alpha
Michigan
$478K -$427K -7,285 -47%
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