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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1001
Curi RMB Capital
Illinois
$420K -$30.2K -400 -7%
SAM
1002
Secure Asset Management
Michigan
$419K -$39.8K -527 -9%
BFO
1003
Biltmore Family Office
North Carolina
$417K +$61.2K +810 +17%
EF
1004
Empirical Finance
Pennsylvania
$417K +$420K +5,567 New
WF
1005
WoodTrust Financial
Wisconsin
$415K – – –
TCMP
1006
Thrive Capital Management (Pennsylvania)
Pennsylvania
$415K +$27.3K +362 +7%
GIA
1007
Goodwin Investment Advisory
Georgia
$414K -$32.8K -435 -7%
APP
1008
Avantax Planning Partners
Iowa
$414K +$207K +2,747 +99%
PO
1009
Private Ocean
California
$412K +$329K +4,353 +379%
AWA
1010
Arkadios Wealth Advisors
Georgia
$411K -$2.91M -38,569 -88%
BFWA
1011
Benchmark Financial Wealth Advisors
Florida
$411K +$60.5K +801 +17%
KCM
1012
Kathmere Capital Management
Pennsylvania
$409K -$6.72K -89 -2%
LWM
1013
Liberty Wealth Management
California
$406K -$397K -5,253 -49%
BW
1014
Bison Wealth
Georgia
$406K -$76.2K -1,009 -16%
CWM
1015
Cornerstone Wealth Management
Missouri
$405K +$152K +2,011 +59%
PB
1016
Pinnacle Bancorp
Nebraska
$404K -$4.45K -59 -1%
SAG
1017
Spotlight Asset Group
Illinois
$404K +$93.8K +1,242 +30%
OSAM
1018
O'Shaughnessy Asset Management
Connecticut
$404K +$146K +1,933 +56%
AOWM
1019
Alpha Omega Wealth Management
Virginia
$402K -$22.6K -299 -5%
AWA
1020
Arete Wealth Advisors
Illinois
$401K -$67.8K -898 -6%
WAS
1021
Wealth Advisory Solutions
Indiana
$401K +$405K +5,359 New
AFP
1022
Ausdal Financial Partners
Iowa
$398K -$133K -1,758 -25%
TAM
1023
Townsend Asset Management
North Carolina
$398K +$1.21K +16 +0.3%
SIC
1024
Salem Investment Counselors
North Carolina
$394K +$103K +1,366 +35%
BCM
1025
Bourgeon Capital Management
Connecticut
$393K – – –
39 40
41
42 43