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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
801
Fort Washington Investment Advisors
Ohio
$561K +$50.2K +791 +10%
NF
802
Nikulski Financial
Iowa
$557K -$52K -820 -9%
LCM
803
Logan Capital Management
Pennsylvania
$557K +$103K +1,626 +24%
SAM
804
Secure Asset Management
Michigan
$555K +$540K +8,514 New
OCM
805
One Capital Management
California
$553K – – –
SWP
806
Strategic Wealth Partners
Ohio
$548K -$380K -5,987 -42%
RCG
807
Rock Creek Group
District of Columbia
$547K – – –
NWM
808
Northwest Wealth Management
Iowa
$542K +$10.3K +162 +2%
RA
809
Rational Advisors
New York
$542K +$527K +8,305 New
WAS
810
Wealth Advisory Solutions
Indiana
$542K +$527K +8,313 New
MFS
811
McNamara Financial Services
Massachusetts
$541K -$2.66K -42 -0.5%
EP
812
Eudaimonia Partners
Tennessee
$537K +$522K +8,236 New
BDF
813
Black Diamond Financial
Maryland
$533K +$70.2K +1,106 +16%
TP
814
Tranquility Partners
Tennessee
$529K -$44.2K -697 -8%
BF
815
BOK Financial
Oklahoma
$529K +$65.3K +1,030 +15%
MWM
816
Meridian Wealth Management
Kentucky
$523K +$8.25K +130 +2%
LSPW
817
Lake Street Private Wealth
Illinois
$522K +$47.3K +745 +10%
SFG
818
Sunburst Financial Group
Alabama
$519K +$505K +7,962 New
SCA
819
STALEY CAPITAL ADVISERS
Pennsylvania
$517K +$502K +7,919 New
CAC
820
Certified Advisory Corp
Florida
$516K +$41.8K +659 +9%
LWP
821
Legacy Wealth Planning
Nevada
$515K +$501K +7,899 New
CIAS
822
Capital Investment Advisory Services
North Carolina
$512K +$90.3K +1,424 +22%
SAM
823
Strategy Asset Managers
California
$506K +$492K +7,751 New
LG
824
Leuthold Group
Minnesota
$499K -$67.2K -1,060 -12%
FNBT
825
FineMark National Bank & Trust
Florida
$498K -$243K -3,824 -33%
31 32
33
34 35