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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
951
9258 Wealth Management
Ohio
$542K +$50.4K +668 +10%
IFG
952
Independent Financial Group
California
$542K +$3.47K +46 +0.6%
DE
953
Day & Ennis
Georgia
$541K -$528K -6,993 -49%
MCM
954
Murphy Capital Management
New Jersey
$540K +$60.4K +800 +12%
VCM
955
Vigilant Capital Management
Maine
$528K +$533K +7,054 New
CIA
956
Choate Investment Advisors
Massachusetts
$525K – – –
SL
957
Savior LLC
Massachusetts
$525K +$75 +1 +0%
RPGK
958
Retirement Planning Group (Kansas)
Kansas
$521K -$8.76K -116 -2%
MAS
959
Madden Advisory Services
Florida
$513K +$6.27K +83 +1%
PWM
960
PBMares Wealth Management
Virginia
$512K +$57.6K +763 +13%
BFO
961
Boston Family Office
Massachusetts
$509K – – –
BAMG
962
Brand Asset Management Group
Missouri
$506K -$161K -2,130 -24%
GCA
963
Gradient Capital Advisors
California
$505K -$15.3K -203 -3%
WI
964
Wintrust Investments
Illinois
$504K -$3.21M -42,564 -86%
SWM
965
SeaCrest Wealth Management
New York
$502K +$75 +1 +0%
CRCM
966
Corbett Road Capital Management
Virginia
$499K -$190K -2,515 -27%
LPT
967
Legacy Private Trust
Wisconsin
$497K +$17.7K +235 +4%
BHIA
968
Birch Hill Investment Advisors
Massachusetts
$496K – – –
ACM
969
Ategra Capital Management
Virginia
$490K +$29.2K +387 +6%
SC
970
Stolper & Co
Oklahoma
$489K -$1.06K -14 -0.2%
KMWM
971
Keudell/Morrison Wealth Management
Oregon
$488K +$30.2K +400 +7%
T
972
TRUADVICE
Florida
$486K -$12.2K -162 -2%
NAM
973
NorthCoast Asset Management
Connecticut
$481K +$152K +2,010 +45%
STB
974
S&T Bank
Pennsylvania
$481K +$184K +2,440 +61%
IA
975
IFG Advisory
Georgia
$480K -$98.3K -1,302 -17%
37 38
39
40 41