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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1026
Romano Brothers & Co
Illinois
$676K -$59.3K -1,008 -8%
SDWMA
1027
Schneider Downs Wealth Management Advisors
Pennsylvania
$672K +$398K +6,758 +163%
CC
1028
Courier Capital
New York
$665K -$44.4K -755 -7%
MHR
1029
Matthew Hamilton Rosenberg
$665K -$112K -1,903 -15%
WF
1030
Welch & Forbes
Massachusetts
$664K +$61K +1,036 +11%
CAM
1031
Columbia Asset Management
Michigan
$664K +$23.5K +400 +4%
MCCP
1032
Mission Creek Capital Partners
California
$660K +$86.3K +1,466 +16%
LWA
1033
Lowe Wealth Advisors
Maryland
$655K -$14.7K -250 -2%
TFA
1034
Tobias Financial Advisors
Florida
$653K +$2.18K +37 +0.4%
3LCM
1035
3D/L Capital Management
Connecticut
$653K +$58K +985 +10%
ZCA
1036
Zeke Capital Advisors
Pennsylvania
$651K -$13.7K -232 -2%
CWM
1037
Chicago Wealth Management
Illinois
$649K – – –
D
1038
Diversified
Delaware
$643K +$330K +5,615 +117%
CCA
1039
Cobblestone Capital Advisors
New York
$639K -$12.8K -218 -2%
TPWA
1040
TRUE Private Wealth Advisors
Oregon
$638K +$194K +3,304 +47%
BWM
1041
BCGM Wealth Management
Indiana
$633K -$3.77K -64 -0.6%
DCM
1042
Dudley Capital Management
Virginia
$631K +$603K +10,242 New
CCG
1043
Cypress Capital Group
Florida
$629K -$8.71K -148 -1%
BFS
1044
Bradley Foster & Sargent
Connecticut
$626K -$21.7K -368 -3%
MAM
1045
Madison Asset Management
Wisconsin
$626K -$56.9K -966 -9%
SWM
1046
Sugarloaf Wealth Management
Georgia
$622K -$12.8K -218 -2%
CW
1047
CreativeOne Wealth
Kansas
$619K +$35.3K +600 +6%
MGP
1048
Metis Global Partners
California
$619K -$182K -3,086 -24%
HPC
1049
HM Payson & Co
Maine
$615K +$151K +2,558 +34%
IWMWV
1050
Ironwood Wealth Management (West Virginia)
West Virginia
$615K -$515K -8,747 -48%
40 41
42
43 44