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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
851
Keudell/Morrison Wealth Management
Oregon
$379K -$115K -1,910 -23%
RWA
852
RGT Wealth Advisors
Texas
$379K +$379K +6,287 New
EWM
853
Empirical Wealth Management
Washington
$372K +$784 +13 +0.2%
AA
854
Advisory Alpha
Michigan
$370K -$21.2K -352 -6%
9WM
855
9258 Wealth Management
Ohio
$370K -$2.23K -37 -0.6%
PAM
856
Premier Asset Management
Illinois
$369K +$369K +6,118 New
WAS
857
Wealth Advisory Solutions
Indiana
$368K -$60K -994 -14%
JIP
858
Jaffetilchin Investment Partners
Florida
$363K +$48.3K +800 +15%
CRC
859
Curi RMB Capital
Illinois
$363K +$363K +6,017 New
IPW
860
Inlet Private Wealth
Florida
$362K – – –
BW
861
Bison Wealth
Georgia
$361K -$12.6K -209 -3%
HB
862
Homrich & Berg
Georgia
$360K -$708K -11,744 -66%
AP
863
Adero Partners
California
$360K -$98.9K -1,640 -22%
KCM
864
Kathmere Capital Management
Pennsylvania
$357K -$5.79K -96 -2%
DACG
865
Donor Advised Charitable Giving
California
$355K -$116K -1,926 -25%
BFG
866
Baron Financial Group
New Jersey
$354K +$354K +5,875 New
AAS
867
Annex Advisory Services
Wisconsin
$354K -$37.3K -618 -10%
LPT
868
Legacy Private Trust
Wisconsin
$350K +$117K +1,943 +50%
TNB
869
Thomasville National Bank
Georgia
$349K +$7.36K +122 +2%
TPA
870
Trivium Point Advisory
Connecticut
$343K -$57.4K -952 -14%
ACM
871
Ategra Capital Management
Virginia
$341K – – –
MFS
872
McNamara Financial Services
Massachusetts
$340K +$1.99K +33 +0.6%
ETI
873
Enterprise Trust & Investment
California
$339K – – –
ACM
874
Argent Capital Management
Missouri
$336K +$29.3K +485 +10%
DWM
875
Dakota Wealth Management
Florida
$329K -$72.4K -1,201 -18%
33 34
35
36 37