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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
851
River Wealth Advisors
Pennsylvania
$422K +$15.3K +241 +4%
NGA
852
Naples Global Advisors
Florida
$421K +$76.8K +1,211 +23%
APWM
853
Atlas Private Wealth Management
New York
$418K +$406K +6,405 New
BHWM
854
Bar Harbor Wealth Management
New Hampshire
$417K +$14.9K +235 +4%
CWM
855
Capital Wealth Management
Rhode Island
$417K +$405K +6,388 New
TI
856
Trexquant Investment
Connecticut
$416K +$405K +6,382 New
CFS
857
CRA Financial Services
New Jersey
$412K +$52.8K +833 +15%
IPW
858
Inlet Private Wealth
Florida
$411K +$3.17K +50 +0.8%
WU
859
Wealthsimple US
New York
$400K +$389K +6,128 New
CCT
860
Capital City Trust
Florida
$393K +$382K +6,030 New
LNWWM
861
Laird Norton Wetherby Wealth Management
California
$389K -$46.4K -732 -11%
CRC
862
Curi RMB Capital
Illinois
$389K +$378K +5,962 New
HCM
863
Hollencrest Capital Management
California
$388K +$52.1K +822 +16%
PAM
864
Palisade Asset Management
Minnesota
$380K -$832K -13,120 -69%
AFM
865
Andesa Financial Management
Pennsylvania
$379K +$368K +5,798 New
BCM
866
Bayesian Capital Management
New York
$378K +$368K +5,800 New
RIA
867
Realta Investment Advisors
Delaware
$372K +$41.3K +651 +13%
AOWM
868
Alpha Omega Wealth Management
Virginia
$371K – – –
PJSIMP
869
P.J. Schmidt Investment Management (PJS)
Wisconsin
$370K -$1.97K -31 -0.5%
ACM
870
Ategra Capital Management
Virginia
$369K +$7.17K +113 +2%
DWM
871
Dakota Wealth Management
Florida
$367K -$40.5K -639 -10%
HL
872
HeadInvest LLC
Maine
$366K -$634 -10 -0.2%
RMDI
873
R.M. Davis Inc
Maine
$365K +$355K +5,602 New
FM
874
Family Management
New York
$360K – – –
CS
875
Cannell & Spears
New York
$360K +$350K +5,520 New
33 34
35
36 37