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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
751
Cambridge Trust
Massachusetts
$345K +$341K +5,653 New
BJL
752
Brighton Jones LLC
Washington
$344K +$78.9K +1,308 +30%
HL
753
HeadInvest LLC
Maine
$343K -$15.5K -257 -4%
ACM
754
Ategra Capital Management
Virginia
$338K +$905 +15 +0.3%
FM
755
Family Management
New York
$337K -$5.13K -85 -2%
CFS
756
CRA Financial Services
New Jersey
$335K -$9.42K -156 -3%
MWM
757
MorganRosel Wealth Management
Colorado
$330K – – –
SWM
758
Sequoia Wealth Management
Illinois
$330K +$329K +5,451 New
WAP
759
Wealthcare Advisory Partners
Pennsylvania
$329K -$87.7K -1,453 -21%
GCM
760
Gibraltar Capital Management
Oklahoma
$328K +$325K +5,377 New
ACP
761
Aviance Capital Partners
Florida
$326K -$340K -5,633 -51%
BCM
762
Bourgeon Capital Management
Connecticut
$321K – – –
DACG
763
Donor Advised Charitable Giving
California
$321K – – –
NGA
764
Naples Global Advisors
Florida
$320K +$1.45K +24 +0.5%
TCM
765
TD Capital Management
Tennessee
$317K -$48K -796 -13%
RIA
766
Realta Investment Advisors
Delaware
$314K -$200K -3,309 -39%
KMWM
767
Keudell/Morrison Wealth Management
Oregon
$314K – – –
TNB
768
Thomasville National Bank
Georgia
$314K +$310K +5,138 New
HCM
769
Hollencrest Capital Management
California
$313K -$79.5K -1,317 -20%
APW
770
Acima Private Wealth
Virginia
$310K – – –
PCS
771
Personal CFO Solutions
New Jersey
$304K +$301K +4,982 New
EWA
772
EP Wealth Advisors
California
$299K -$328K -5,441 -53%
MIM
773
Macroview Investment Management
Maryland
$299K +$47.2K +782 +19%
HPC
774
HM Payson & Co
Maine
$298K +$163K +2,702 +124%
TPA
775
Trivium Point Advisory
Connecticut
$297K -$9.84K -163 -3%
29 30
31
32 33