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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
901
Jaffetilchin Investment Partners
Florida
$572K +$146K +2,257 +37%
EFS
902
Essex Financial Services
Connecticut
$571K -$59.7K -923 -10%
MWP
903
Madison Wealth Partners
Wisconsin
$570K +$534K +8,261 New
AUB
904
Atlantic Union Bankshares
Virginia
$562K -$92.6K -1,432 -15%
CCA
905
Checchi Capital Advisers
California
$561K +$525K +8,113 New
BAMG
906
Brand Asset Management Group
Missouri
$558K -$6.79K -105 -1%
BCI
907
Brinker Capital Investments
Pennsylvania
$549K -$18.4M -284,040 -97%
FNC
908
First National Corp
Massachusetts
$548K +$108K +1,676 +27%
KPWG
909
KFA Private Wealth Group
Virginia
$546K +$12.4K +191 +2%
T
910
TrueFG
Texas
$543K +$3.69K +57 +0.7%
CAM
911
Congress Asset Management
Massachusetts
$538K – – –
DP
912
Denver PWM
Colorado
$536K -$17.8K -276 -3%
IC
913
Inscription Capital
Texas
$523K +$9.12K +141 +2%
ZCA
914
Zeke Capital Advisors
Pennsylvania
$522K – – –
HFS
915
Haverford Financial Services
Pennsylvania
$517K – – –
BRWM
916
B. Riley Wealth Management
Tennessee
$512K +$60.4K +934 +14%
BI
917
Berkeley Inc
Idaho
$509K +$476K +7,364 New
AWS
918
AJ Wealth Strategies
New York
$500K – – –
DY
919
Dowling & Yahnke
California
$499K +$467K +7,224 New
BFO
920
Boston Family Office
Massachusetts
$495K +$23.1K +358 +5%
APC
921
Aspire Private Capital
North Carolina
$488K +$11.7K +181 +3%
CIA
922
Choate Investment Advisors
Massachusetts
$485K -$62.8K -971 -12%
SL
923
Savior LLC
Massachusetts
$484K -$3.81K -59 -0.8%
RPGK
924
Retirement Planning Group (Kansas)
Kansas
$481K -$53.4K -826 -11%
GCA
925
Gradient Capital Advisors
California
$480K +$129 +2 +0%
35 36
37
38 39