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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
876
Independence Bank of Kentucky
Kentucky
$750K +$44K +615 +6%
LWM
877
Liberty Wealth Management
California
$742K – – –
AP
878
Advisor Partners
California
$736K -$474K -6,626 -39%
DSA
879
Droms Strauss Advisors
Missouri
$733K -$20.7K -290 -3%
OWA
880
One Wealth Advisors
California
$724K +$230K +3,216 +47%
PGFC
881
Peapack-Gladstone Financial Corp
New Jersey
$720K +$332K +4,643 +87%
PCM
882
Parsons Capital Management
Rhode Island
$719K +$262K +3,670 +58%
PIA
883
Pinion Investment Advisors
Kansas
$718K -$10K -140 -1%
GPC
884
Garrison Point Capital
California
$707K – – –
GLA
885
Good Life Advisors
Pennsylvania
$702K +$224K +3,132 +48%
LF
886
Lantz Financial
Illinois
$698K -$53K -742 -7%
SWMG
887
Strategic Wealth Management Group
Maryland
$693K +$194K +2,708 +39%
NFC
888
Northeast Financial Consultants
Connecticut
$690K +$37.9K +531 +6%
SG
889
StoneX Group
New York
$689K -$371K -5,195 -35%
SLT
890
St Louis Trust
Missouri
$686K – – –
FWIA
891
Fort Washington Investment Advisors
Ohio
$685K +$1.72K +24 +0.3%
CFA
892
Carroll Financial Associates
North Carolina
$685K +$12.3K +172 +2%
HWA
893
Hilltop Wealth Advisors
North Carolina
$681K -$22.3K -312 -3%
TCB
894
Texas Capital Bancshares
Texas
$678K +$26.1K +365 +4%
AFM
895
Andesa Financial Management
Pennsylvania
$676K +$247K +3,459 +58%
JIP
896
Jaffetilchin Investment Partners
Florida
$670K +$72.7K +1,018 +12%
IWA
897
IVC Wealth Advisors
Pennsylvania
$668K +$662K +9,267 New
PSP
898
Principal Street Partners
Tennessee
$665K +$659K +9,225 New
TCA
899
Transcend Capital Advisors
New Jersey
$662K -$439K -6,148 -40%
CRCM
900
Corbett Road Capital Management
Virginia
$661K -$1.29M -18,093 -66%
34 35
36
37 38