We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
901
Carnegie Investment Counsel
Ohio
$973K +$376K +5,868 +55%
HHRDM
902
H&H Retirement Design & Management
Nevada
$971K -$216K -3,362 -18%
IP
903
Ignite Planners
California
$970K -$121K -1,879 -10%
AWA
904
Arete Wealth Advisors
Illinois
$970K -$11.2K -175 -1%
VW
905
Vance Wealth
California
$969K +$1.06M +16,462 New
FNBSF
906
First National Bank Sioux Falls
South Dakota
$967K +$70.1K +1,093 +7%
VCA
907
Verdence Capital Advisors
Maryland
$961K – – –
KWM
908
Kaydan Wealth Management
Michigan
$949K -$116K -1,814 -10%
VCP
909
Vista Capital Partners
Oregon
$947K – – –
OWA
910
One Wealth Advisors
California
$944K -$247K -3,843 -19%
CHP
911
Cable Hill Partners
Oregon
$944K +$1.03M +16,045 New
DAS
912
Dynamic Advisor Solutions
Arizona
$934K +$209K +3,265 +26%
TI
913
Trexquant Investment
Connecticut
$932K +$1.02M +15,835 New
MYIA
914
Mount Yale Investment Advisors
Colorado
$930K +$192K +2,994 +23%
CWA
915
CM Wealth Advisors
Ohio
$923K +$1.01M +15,692 New
JF
916
Jump Financial
Illinois
$923K +$699K +10,900 +228%
PPW
917
PACK Private Wealth
Minnesota
$919K – – –
VAS
918
Vestmark Advisory Solutions
Massachusetts
$918K -$1.34M -20,956 -57%
BFO
919
Biltmore Family Office
North Carolina
$910K +$465K +7,251 +88%
DI
920
Disciplined Investments
Oklahoma
$907K +$81.1K +1,264 +9%
TPW
921
TL Private Wealth
Texas
$899K +$11.2K +175 +1%
TCM
922
Tufton Capital Management
Maryland
$888K +$70.1K +1,092 +8%
BDF
923
Black Diamond Financial
Maryland
$885K +$51.8K +807 +6%
PSP
924
Principal Street Partners
Tennessee
$883K – – –
CFS
925
CRA Financial Services
New Jersey
$881K +$62.1K +968 +7%
35 36
37
38 39