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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
926
Beam Wealth Advisors
Louisiana
$614K +$402K +5,322 +185%
AP
927
Adero Partners
California
$610K +$133K +1,762 +28%
CPW
928
Catalyst Private Wealth
California
$610K +$615K +8,150 New
EFS
929
Essex Financial Services
Connecticut
$606K – – –
AUB
930
Atlantic Union Bankshares
Virginia
$604K -$4.98K -66 -0.8%
DY
931
Dowling & Yahnke
California
$604K +$63.4K +840 +12%
ODG
932
O'Dell Group
Ohio
$603K +$128K +1,693 +27%
KWM
933
Keebeck Wealth Management
Illinois
$602K +$330K +4,370 +119%
LC
934
Lavaca Capital
Texas
$601K -$74.1K -981 -11%
BFEC
935
Benjamin F. Edwards & Company
Missouri
$597K -$209K -2,762 -26%
PI
936
Parkside Investments
Illinois
$593K +$208K +2,749 +53%
AAS
937
Annex Advisory Services
Wisconsin
$591K – – –
GT
938
Glenview Trust
Kentucky
$583K +$48.6K +644 +9%
KPWG
939
KFA Private Wealth Group
Virginia
$579K +$3.55K +47 +0.6%
IFG
940
Investors Financial Group
Minnesota
$569K +$248K +3,279 +76%
ZCA
941
Zeke Capital Advisors
Pennsylvania
$565K – – –
PCG
942
Private Capital Group
Connecticut
$562K +$55.4K +734 +11%
HFS
943
Haverford Financial Services
Pennsylvania
$560K – – –
KIG
944
Kowal Investment Group
Wisconsin
$555K -$25.1K -333 -4%
BI
945
Berkeley Inc
Idaho
$554K +$2.94K +39 +0.5%
EWM
946
EPG Wealth Management
Georgia
$554K +$15.1K +200 +3%
MWP
947
Madison Wealth Partners
Wisconsin
$550K -$68.9K -913 -11%
AWS
948
AJ Wealth Strategies
New York
$550K +$60.4K +800 +12%
FHC
949
First Heartland Consultants
Missouri
$548K +$22.6K +299 +4%
OPWM
950
Oakwell Private Wealth Management
Texas
$545K +$11.1K +147 +2%
36 37
38
39 40