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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
701
Carlson Capital Management
Minnesota
$791K +$912K +15,320 New
GKWIM
702
Gerber Kawasaki Wealth & Investment Management
California
$785K -$3.58M -60,228 -79%
IP
703
Intellectus Partners
California
$778K +$40.9K +687 +5%
FC
704
Fulcrum Capital
Washington
$776K -$27.7M -465,962 -97%
PWAC
705
Private Wealth Advisors (California)
California
$764K -$72.5K -1,219 -7%
FHC
706
First Heartland Consultants
Missouri
$761K +$70.3K +1,182 +8%
LCC
707
Lincoln Capital Corp
Rhode Island
$760K +$907K +15,240 New
OAM
708
Oppenheimer Asset Management
New York
$751K +$101K +1,693 +13%
SCM
709
SOL Capital Management
Maryland
$748K +$8.69K +146 +1%
AWMG
710
Alliance Wealth Management Group
New Jersey
$745K +$248K +4,163 +39%
HFS
711
Haverford Financial Services
Pennsylvania
$744K – – –
GWCM
712
Godshalk Welsh Capital Management
Pennsylvania
$742K -$417K -7,000 -32%
BW
713
Bison Wealth
Georgia
$731K +$26.7K +448 +3%
RC
714
Roundview Capital
New Jersey
$730K +$269K +4,514 +45%
AIP
715
Ahrens Investment Partners
Louisiana
$729K +$223K +3,743 +34%
SIA
716
Strategic Investment Advisors
Michigan
$727K +$248K +4,172 +40%
BA
717
Bristlecone Advisors
Washington
$724K +$864K +14,520 New
APC
718
Aspire Private Capital
North Carolina
$723K +$154K +2,592 +22%
CSPIA
719
Cary Street Partners Investment Advisory
Virginia
$710K -$832K -13,977 -50%
BAM
720
Belpointe Asset Management
Nevada
$704K +$250K +4,193 +42%
BRWM
721
B. Riley Wealth Management
Tennessee
$698K +$308K +5,171 +59%
PCIA
722
Prime Capital Investment Advisors
Kansas
$697K +$831K +13,972 New
CBFP
723
Cedar Brook Financial Partners
Ohio
$696K -$46.9K -788 -5%
S
724
SignatureFD
Georgia
$696K +$183K +3,083 +28%
LC
725
Lavaca Capital
Texas
$695K -$376K -6,312 -31%
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