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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1001
Aurora Private Wealth
New Jersey
$358K +$335K +5,187 New
RA
1002
Reby Advisors
Connecticut
$356K +$333K +5,154 New
MWM
1003
MorganRosel Wealth Management
Colorado
$354K – – –
SIC
1004
Samalin Investment Counsel
New York
$354K +$72.3K +1,118 +28%
CRI
1005
Colonial River Investments
Virginia
$354K +$320K +4,942 New
HR
1006
Hayden Royal
North Carolina
$345K -$927K -14,337 -74%
MCM
1007
Murphy Capital Management
New Jersey
$345K +$32.3K +500 +11%
LG
1008
Leuthold Group
Minnesota
$344K – – –
C
1009
Certuity
Florida
$343K +$11.1K +172 +4%
FHA
1010
First Horizon Advisors
Tennessee
$343K +$33.6K +520 +12%
MFS
1011
McNamara Financial Services
Massachusetts
$340K – – –
TCMP
1012
Thrive Capital Management (Pennsylvania)
Pennsylvania
$339K +$317K +4,909 New
RWA
1013
River Wealth Advisors
Pennsylvania
$338K +$42K +649 +15%
PWPS
1014
Pinnacle Wealth Planning Services
Ohio
$337K -$1.81K -28 -0.6%
MWM
1015
Meridian Wealth Management
Kentucky
$335K +$70.1K +1,084 +29%
WP
1016
WealthPLAN Partners
Nebraska
$335K +$307K +4,751 New
ESB
1017
Essex Savings Bank
Connecticut
$332K +$36.7K +567 +13%
MOS
1018
MGO One Seven
Ohio
$331K -$148K -2,283 -32%
MCM
1019
Monument Capital Management
Virginia
$330K -$3.81K -59 -1%
KP
1020
Keel Point
Alabama
$330K +$25.1K +388 +9%
GA
1021
Geller Advisors
New York
$329K – – –
BFO
1022
Biltmore Family Office
North Carolina
$329K +$308K +4,760 New
RP
1023
Rowlandmiller & Partners
Georgia
$329K – – –
ACP
1024
Aviance Capital Partners
Florida
$327K -$32.4K -501 -10%
IFG
1025
Investors Financial Group
Minnesota
$324K +$304K +4,694 New
39 40
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