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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1001
Carolinas Wealth Consulting
North Carolina
$730K -$845K -11,242 -54%
C
1002
CEDRUS
Colorado
$726K +$731K +9,730 New
FNBT
1003
FineMark National Bank & Trust
Florida
$722K -$438K -5,825 -38%
LF
1004
Lantz Financial
Illinois
$720K +$9.77K +130 +1%
RRA
1005
Round Rock Advisors
Connecticut
$718K +$723K +9,619 New
TW
1006
Transform Wealth
Colorado
$717K +$22.7K +302 +3%
TFA
1007
Triad Financial Advisors
North Carolina
$706K +$710K +9,454 New
AA
1008
Advisory Alpha
Michigan
$705K +$2.86K +38 +0.4%
HWA
1009
Hilltop Wealth Advisors
North Carolina
$698K – – –
IC
1010
Inscription Capital
Texas
$695K +$131K +1,738 +23%
IAG
1011
Investmark Advisory Group
Connecticut
$695K +$701K +9,322 New
BFS
1012
Bradley Foster & Sargent
Connecticut
$691K +$15.4K +205 +2%
CA
1013
Calton & Associates
Florida
$690K -$576K -7,671 -45%
LWM
1014
Laidlaw Wealth Management
New York
$681K -$65K -865 -9%
CCA
1015
Cobblestone Capital Advisors
New York
$676K -$61.6K -820 -8%
ANBT
1016
American National Bank & Trust
Texas
$674K +$369K +4,910 +119%
AWA
1017
Aletheian Wealth Advisors
Washington
$674K +$679K +9,029 New
BAM
1018
Barrett Asset Management
New York
$674K +$679K +9,034 New
MCM
1019
Murphy Capital Management
New Jersey
$670K +$82.7K +1,100 +14%
PSP
1020
Principal Street Partners
Tennessee
$670K +$443K +5,896 +192%
PCG
1021
Private Capital Group
Connecticut
$669K +$44.4K +591 +7%
TNB
1022
Thomasville National Bank
Georgia
$664K – – –
T
1023
TrueFG
Texas
$663K +$11.6K +155 +2%
AC
1024
Apella Capital
Connecticut
$659K -$13.5K -179 -2%
CA
1025
Claro Advisors
Massachusetts
$659K +$60.3K +803 +10%
39 40
41
42 43