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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
726
Warner Financial
Maryland
$2.41M +$92K +1,301 +4%
WANY
727
Wealthspire Advisors (New York)
New York
$2.4M +$383K +5,413 +19%
SFG
728
Sovereign Financial Group
Connecticut
$2.4M -$2.69K -38 -0.1%
BWIA
729
Bryant Woods Investment Advisors
New York
$2.39M +$294K +4,150 +14%
W
730
WealthOne
New York
$2.36M -$464K -6,557 -16%
LGWM
731
Litman Gregory Wealth Management
California
$2.34M -$122K -1,718 -5%
FA
732
Fountainhead AM
New Jersey
$2.33M -$160K -2,262 -6%
FC
733
Ferris Capital
Massachusetts
$2.32M – – –
LSPW
734
Lake Street Private Wealth
Illinois
$2.31M -$43.9K -620 -2%
CFA
735
CWS Financial Advisors
Michigan
$2.31M -$14.3K -202 -0.6%
IAA
736
Independent Advisor Alliance
North Carolina
$2.29M -$61.9K -875 -3%
LFG
737
Leverty Financial Group
Wisconsin
$2.27M +$2.31M +32,597 New
MSWMA
738
Market Street Wealth Management Advisors
Indiana
$2.26M +$338K +4,772 +17%
AFO
739
Allie Family Office
Florida
$2.26M +$1.14M +16,120 +99%
BMCM
740
Bryn Mawr Capital Management
Pennsylvania
$2.25M -$115K -1,623 -5%
WBG
741
Wharton Business Group
Pennsylvania
$2.24M -$4.27M -60,305 -65%
CA
742
Cornerstone Advisory
Maryland
$2.24M +$490K +6,923 +27%
FNWM
743
Financial Network Wealth Management
Utah
$2.23M +$702K +9,928 +45%
NCM
744
NCM Capital Management
New Jersey
$2.23M +$918K +12,980 +68%
CFA
745
Cahill Financial Advisors
Minnesota
$2.21M +$29.7K +420 +1%
KL
746
KWMG LLC
Kansas
$2.2M -$248K -3,513 -10%
HR
747
Howe & Rusling
New York
$2.2M -$497K -7,025 -18%
BIA
748
Bigelow Investment Advisors
Maine
$2.2M +$274K +3,879 +14%
FCMA
749
Foresight Capital Management Advisors
Michigan
$2.19M +$107K +1,516 +5%
CWM
750
Cabot Wealth Management
Massachusetts
$2.18M -$372K -5,252 -14%
28 29
30
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