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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
801
Objective Capital Management
Ohio
$1.93M +$15.8K +241 +0.8%
MA
802
MAS Advisors
Florida
$1.91M -$67.9K -1,035 -4%
CW
803
CIC Wealth
Maryland
$1.89M +$233K +3,554 +14%
SFG
804
Sovereign Financial Group
Connecticut
$1.88M -$358K -5,460 -16%
JFG
805
JDM Financial Group
Texas
$1.87M +$78.2K +1,193 +4%
AWM
806
Alterna Wealth Management
Texas
$1.86M -$2M -30,450 -52%
VC
807
Veracity Capital
Georgia
$1.85M -$206K -3,144 -10%
LT
808
Legacy Trust
Michigan
$1.85M – – –
NCM
809
New Capital Management
Texas
$1.83M -$7.93K -121 -0.4%
1SB
810
1ST Source Bank
Indiana
$1.82M – – –
CAL
811
Capital Advisors Ltd
Ohio
$1.82M +$42.4K +647 +2%
HIM
812
Hanlon Investment Management
New Jersey
$1.82M – – –
WAM
813
WealthTrust Asset Management
Florida
$1.81M +$1.78M +27,124 New
SLT
814
St Louis Trust
Missouri
$1.81M – – –
SIG
815
Stonegate Investment Group
Alabama
$1.81M +$29.4K +449 +2%
SWA
816
Sax Wealth Advisors
New Jersey
$1.81M +$31.1K +475 +2%
BMCM
817
Bryn Mawr Capital Management
Pennsylvania
$1.78M -$13K -199 -0.7%
PCM
818
Parsons Capital Management
Rhode Island
$1.78M +$789K +12,029 +82%
EFS
819
Econ Financial Services
Pennsylvania
$1.78M +$1.74M +26,590 New
HFA
820
Highland Financial Advisors
New Jersey
$1.77M -$51.3K -782 -3%
BF
821
Brooklyn FI
New York
$1.77M +$1.39M +21,225 +827%
PPC
822
Park Place Capital
Alabama
$1.77M -$140K -2,136 -7%
EIP
823
Ellis Investment Partners
Pennsylvania
$1.76M +$245K +3,743 +17%
SWPG
824
Strategic Wealth Partners Group
Illinois
$1.76M +$1.05M +16,033 +164%
FPAS
825
Focus Partners Advisor Solutions
Missouri
$1.76M +$298K +4,545 +21%
31 32
33
34 35