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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
976
Atlantic Union Bankshares
Virginia
$534K -$66.6K -875 -11%
WF
977
WoodTrust Financial
Wisconsin
$534K +$126K +1,650 +30%
IFG
978
Independent Financial Group
California
$529K -$7.99K -105 -1%
DE
979
Day & Ennis
Georgia
$526K -$10.7K -140 -2%
WI
980
Wintrust Investments
Illinois
$522K +$23.1K +304 +5%
OCM
981
Orion Capital Management
California
$514K +$59.9K +788 +13%
KIG
982
Kowal Investment Group
Wisconsin
$506K -$45.3K -596 -8%
BFO
983
Boston Family Office
Massachusetts
$505K – – –
FG
984
Foster Group
Iowa
$504K +$52.9K +696 +11%
NAM
985
NorthCoast Asset Management
Connecticut
$502K +$24.9K +327 +5%
PPP
986
Private Portfolio Partners
New Jersey
$500K +$43.5K +572 +9%
RPGK
987
Retirement Planning Group (Kansas)
Kansas
$500K -$17.6K -232 -3%
PIA
988
Perennial Investment Advisors
California
$500K +$141K +1,853 +38%
KMWM
989
Keudell/Morrison Wealth Management
Oregon
$499K +$15.6K +205 +3%
GCA
990
Gradient Capital Advisors
California
$498K -$2.81K -37 -0.5%
SWM
991
SeaCrest Wealth Management
New York
$498K – – –
CRCM
992
Corbett Road Capital Management
Virginia
$496K +$1.14K +15 +0.2%
APP
993
Avantax Planning Partners
Iowa
$496K +$87.3K +1,147 +21%
BHIA
994
Birch Hill Investment Advisors
Massachusetts
$492K – – –
ARC
995
Advisor Resource Council
Texas
$490K +$503K +6,613 New
ACM
996
Ategra Capital Management
Virginia
$486K – – –
LFG
997
Larson Financial Group
Missouri
$485K +$253K +3,323 +104%
BFO
998
Biltmore Family Office
North Carolina
$484K +$72K +946 +17%
3LCM
999
3D/L Capital Management
Connecticut
$482K +$31.5K +414 +7%
SC
1000
Stolper & Co
Oklahoma
$480K -$5.02K -66 -1%
38 39
40
41 42