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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
751
Ducere Wealth Management
California
$6.04M +$473K +5,070 +8%
FSWA
752
Financial Synergies Wealth Advisors
Texas
$6.02M -$48K -514 -0.8%
LG
753
Leuthold Group
Minnesota
$6.02M -$37.9K -406 -0.6%
SP
754
Sequent Planning
Nebraska
$6.01M +$1.12M +11,982 +22%
BIG
755
Brooklyn Investment Group
New York
$5.99M +$737K +7,893 +14%
AL
756
ADE LLC
Maryland
$5.92M +$54.1K +580 +0.9%
FPAS
757
Focus Partners Advisor Solutions
Missouri
$5.91M -$388K -4,160 -6%
CCA
758
Carrera Capital Advisors
Michigan
$5.91M -$39.9K -428 -0.7%
WA
759
Westfuller Advisors
New York
$5.88M +$337K +3,614 +6%
SFG
760
Snider Financial Group
Washington
$5.87M +$3.39M +36,333 +127%
TA
761
TFB Advisors
Kansas
$5.85M -$1.8M -19,236 -23%
CFD
762
Creative Financial Designs
Indiana
$5.82M +$274K +2,940 +5%
PFS
763
Prospera Financial Services
Texas
$5.81M +$7.93K +85 +0.1%
GM
764
GeoWealth Management
Illinois
$5.74M +$378K +4,055 +7%
TCM
765
TruNorth Capital Management
Michigan
$5.74M -$1.13M -12,144 -16%
ODA
766
One Degree Advisors
California
$5.71M +$196K +2,096 +3%
TPWA
767
TRUE Private Wealth Advisors
Oregon
$5.71M +$2.08M +22,325 +55%
SAS
768
Sage Advisory Services
Texas
$5.7M -$4.73M -50,674 -45%
SA
769
SoundView Advisors
Washington
$5.67M -$140K -1,495 -2%
EWA
770
EverSource Wealth Advisors
Alabama
$5.66M +$637K +6,830 +12%
MWM
771
Marietta Wealth Management
Georgia
$5.66M -$155K -1,658 -3%
SC
772
Seldon Capital
California
$5.65M – – –
SCM
773
Sunbeam Capital Management
Georgia
$5.62M – – –
CWM
774
Cahaba Wealth Management
Georgia
$5.61M -$129K -1,387 -2%
CST
775
Charles Schwab Trust
Nevada
$5.58M -$859K -9,206 -13%
29 30
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