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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
726
Segment Wealth Management
Texas
$4.44M -$259K -3,460 -6%
WA
727
Westfuller Advisors
New York
$4.44M -$2.98M -39,835 -40%
JWM
728
JGP Wealth Management
Oregon
$4.43M +$289K +3,868 +7%
CTC
729
Central Trust Company
Missouri
$4.43M -$98.3K -1,314 -2%
NEI
730
Northwest & Ethical Investments
Ontario, Canada
$4.4M -$7.54M -100,824 -63%
AWM
731
AAF Wealth Management
Massachusetts
$4.39M -$590K -7,890 -12%
FG
732
Fiduciary Group
Georgia
$4.39M -$75.2K -1,006 -2%
MAM
733
Meeder Asset Management
Ohio
$4.39M – – –
WWP
734
Waypoint Wealth Partners
California
$4.35M -$35K -468 -0.8%
BWCS
735
Beirne Wealth Consulting Services
Connecticut
$4.35M +$43.3K +579 +1%
RC
736
Roundview Capital
New Jersey
$4.3M +$489K +6,537 +13%
RCS
737
Retirement Capital Strategies
California
$4.3M +$4.25M +56,792 New
PFS
738
Prospera Financial Services
Texas
$4.29M -$218K -2,909 -5%
RW
739
REDW Wealth
New Mexico
$4.27M +$460K +6,146 +12%
WHCFA
740
William Howard & Co Financial Advisors
Tennessee
$4.26M -$198K -2,642 -4%
TWM
741
Tanglewood Wealth Management
Texas
$4.26M -$270K -3,615 -6%
JWM
742
JPL Wealth Management
Colorado
$4.26M +$312K +4,170 +8%
ODA
743
One Degree Advisors
California
$4.26M -$84.9K -1,136 -2%
SCTC
744
Sanibel Captiva Trust Company
Florida
$4.25M +$876K +11,712 +26%
SSW
745
Smith Shellnut Wilson
Mississippi
$4.25M -$18.5K -248 -0.4%
WA
746
Wealth Alliance
New York
$4.24M +$2.86M +38,230 +214%
SCA
747
Sandy Cove Advisors
Massachusetts
$4.23M +$433K +5,788 +12%
EWA
748
Emergent Wealth Advisors
New York
$4.21M -$462K -6,179 -10%
SIM
749
Synergy Investment Management
Florida
$4.19M -$2.88M -38,539 -41%
HNWAG
750
High Net Worth Advisory Group
Florida
$4.19M -$9.27K -124 -0.2%
28 29
30
31 32