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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
951
SeaCrest Wealth Management
New York
$483K – – –
CAM
952
Congress Asset Management
Massachusetts
$482K -$78.3K -1,095 -14%
DP
953
Denver PWM
Colorado
$481K +$19.7K +276 +4%
SFSG
954
Sound Financial Strategies Group
Mississippi
$479K +$159K +2,230 +50%
BHIA
955
Birch Hill Investment Advisors
Massachusetts
$477K – – –
9WM
956
9258 Wealth Management
Ohio
$474K +$15K +210 +3%
AWS
957
AJ Wealth Strategies
New York
$471K -$49.7K -695 -10%
SC
958
Stolper & Co
Oklahoma
$471K – – –
PP
959
Prudential plc
United Kingdom
$468K +$465K +6,500 New
BW
960
Bison Wealth
Georgia
$463K – – –
LPT
961
Legacy Private Trust
Wisconsin
$462K – – –
MCM
962
Murphy Capital Management
New Jersey
$462K +$102K +1,421 +28%
AP
963
Adero Partners
California
$460K +$29.9K +419 +7%
ODG
964
O'Dell Group
Ohio
$459K +$42.9K +600 +10%
BJ
965
Brouwer & Janachowski
California
$449K – – –
ACM
966
Ategra Capital Management
Virginia
$444K +$35.4K +495 +9%
APC
967
Aspire Private Capital
North Carolina
$442K -$67.1K -939 -13%
SAM
968
Secure Asset Management
Michigan
$442K -$30.7K -429 -7%
OCM
969
Orion Capital Management
California
$442K +$16.9K +236 +4%
KMWM
970
Keudell/Morrison Wealth Management
Oregon
$441K +$2.5K +35 +0.6%
PWM
971
PBMares Wealth Management
Virginia
$438K +$500 +7 +0.1%
CRC
972
Curi RMB Capital
Illinois
$434K – – –
IA
973
Insight Advisors
Pennsylvania
$433K – – –
IPW
974
Inlet Private Wealth
Florida
$432K – – –
RC
975
Rovin Capital
Arizona
$430K -$25K -350 -6%
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