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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
726
Lake Street Private Wealth
Illinois
$2.53M +$838K +11,148 +49%
WA
727
Waverly Advisors
Alabama
$2.52M +$784K +10,432 +42%
AP
728
Advisor Partners
California
$2.5M +$1.68M +22,339 +200%
FC
729
Ferris Capital
Massachusetts
$2.49M – – –
CFA
730
CWS Financial Advisors
Michigan
$2.49M +$2.51M +33,385 New
WF
731
Warner Financial
Maryland
$2.49M +$2.51M +33,335 New
IIC
732
Integrated Investment Consultants
Michigan
$2.48M +$2.5M +33,262 New
AFS
733
Annapolis Financial Services
Maryland
$2.48M – – –
NL
734
Navalign LLC
California
$2.48M +$481K +6,406 +24%
NL
735
NWAM LLC
Washington
$2.46M +$812K +10,809 +49%
PA
736
Procyon Advisors
Connecticut
$2.45M +$288K +3,834 +13%
NCM
737
Neumann Capital Management
California
$2.45M +$971K +12,914 +65%
HNB
738
Huntington National Bank
Ohio
$2.44M – – –
ZIM
739
Zacks Investment Management
Illinois
$2.43M +$207K +2,749 +9%
AWMG
740
Alliance Wealth Management Group
New Jersey
$2.43M +$93.6K +1,245 +4%
RSWM
741
Robertson Stephens Wealth Management
California
$2.42M -$6.96M -92,593 -74%
DWM
742
Defined Wealth Management
Oregon
$2.42M -$272K -3,625 -10%
OC
743
Oppenheimer & Co
New York
$2.41M +$112K +1,488 +5%
EWA
744
EP Wealth Advisors
California
$2.4M -$375K -4,990 -13%
NSIM
745
North Star Investment Management
Illinois
$2.4M +$324K +4,312 +16%
LP
746
LGL Partners
Pennsylvania
$2.37M +$59.9K +797 +3%
FG
747
Fiduciary Group
Georgia
$2.36M -$9.7K -129 -0.4%
CFA
748
Cahill Financial Advisors
Minnesota
$2.34M -$247K -3,284 -9%
NWM
749
Northwest Wealth Management
Iowa
$2.33M +$279K +3,711 +13%
RWA
750
Ropes Wealth Advisors
Massachusetts
$2.32M – – –
28 29
30
31 32