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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
1026
Benchmark Financial Wealth Advisors
Florida
$408K – – –
TCMP
1027
Thrive Capital Management (Pennsylvania)
Pennsylvania
$407K -$4.56K -60 -1%
LOPW
1028
Live Oak Private Wealth
North Carolina
$403K +$14.2K +186 +4%
AP
1029
Appleton Partners
Massachusetts
$401K +$97.5K +1,282 +31%
LA
1030
Latitude Advisors
Florida
$400K +$198K +2,603 +93%
NWA
1031
New World Advisors
Massachusetts
$400K +$397K +5,225 New
AOWM
1032
Alpha Omega Wealth Management
Virginia
$397K -$2.28K -30 -0.6%
SFG
1033
Sovereign Financial Group
Connecticut
$396K +$7.76K +102 +2%
GT
1034
Glenview Trust
Kentucky
$394K -$190K -2,491 -32%
VCM
1035
Vigilant Capital Management
Maine
$394K -$133K -1,744 -25%
VCS
1036
Vaughan & Co Securities
New Jersey
$390K -$29.1K -383 -7%
BCM
1037
Bourgeon Capital Management
Connecticut
$390K – – –
AWA
1038
Arkadios Wealth Advisors
Georgia
$389K -$19.6K -257 -5%
ACM
1039
AlphaStar Capital Management
North Carolina
$389K +$389K +5,108 New
MCM
1040
Mitchell Capital Management
Kansas
$388K +$12.2K +161 +3%
SC
1041
Schoolcraft Capital
Colorado
$387K – – –
APWM
1042
Atlas Private Wealth Management
New York
$384K -$44.5K -585 -10%
MKA
1043
M. Kulyk & Associates
Georgia
$384K – – –
KCM
1044
Kathmere Capital Management
Pennsylvania
$383K -$22.6K -297 -5%
LPT
1045
Legacy Private Trust
Wisconsin
$382K -$114K -1,500 -23%
WAS
1046
Wealth Advisory Solutions
Indiana
$381K -$17.8K -234 -4%
TPA
1047
Trivium Point Advisory
Connecticut
$381K -$1.29K -17 -0.3%
GAG
1048
GM Advisory Group
New York
$380K – – –
RW
1049
Rede Wealth
Virginia
$372K -$48.5K -637 -11%
PWPS
1050
Pinnacle Wealth Planning Services
Ohio
$372K +$8.06K +106 +2%
40 41
42
43 44