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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
776
Ferris Capital
Massachusetts
$1.12M +$142K +2,195 +16%
BAM
777
Belpointe Asset Management
Nevada
$1.11M +$13.9K +215 +1%
QPWM
778
Quadrant Private Wealth Management
Pennsylvania
$1.11M -$38.7K -599 -4%
PWAC
779
Private Wealth Advisors (California)
California
$1.11M +$6.6K +102 +0.7%
CSPIA
780
Cary Street Partners Investment Advisory
Virginia
$1.1M -$12.7K -197 -1%
CCM
781
Carlson Capital Management
Minnesota
$1.1M – – –
WQ
782
Wealth Quarterback
New Jersey
$1.09M -$992K -15,346 -49%
UWM
783
Urban Wealth Management
California
$1.09M +$1.02M +15,755 New
UFA
784
US Financial Advisors
Massachusetts
$1.09M +$1.02M +15,716 New
WWM
785
Windsor Wealth Management
Indiana
$1.08M +$242K +3,745 +31%
JIC
786
Johnson Investment Counsel
Ohio
$1.08M +$150K +2,312 +17%
COCM
787
Charter Oak Capital Management
New Hampshire
$1.08M +$1.01M +15,618 New
LC
788
Lavaca Capital
Texas
$1.08M +$314K +4,856 +45%
BSSFA
789
Baron Silver Stevens Financial Advisors
Florida
$1.07M +$1M +15,518 New
AWM
790
Alterna Wealth Management
Texas
$1.07M +$722K +11,159 +268%
LFAS
791
Level Four Advisory Services
Texas
$1.06M +$14.6K +226 +1%
WFA
792
West Financial Advisors
Iowa
$1.06M +$994K +15,376 New
TCA
793
Transcend Capital Advisors
New Jersey
$1.06M -$55.8K -863 -5%
TW
794
Transform Wealth
Colorado
$1.05M -$37.4K -579 -4%
WMP
795
Wealth Management Partners
Arizona
$1.04M +$945K +14,619 New
BDF
796
Black Diamond Financial
Maryland
$1.04M – – –
AAMC
797
Asset Allocation & Management Company
Illinois
$1.04M +$664K +10,273 +216%
EK
798
Evensky & Katz
Florida
$1.04M -$18.6K -288 -2%
PWM
799
Perigon Wealth Management
California
$1.03M +$138K +2,135 +17%
SCA
800
St. Clair Advisors
Ohio
$1.02M +$956K +14,778 New
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