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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1051
Lyell Wealth Management
California
$306K +$304K +4,250 New
ACA
1052
Anchor Capital Advisors
Massachusetts
$304K – – –
OWA
1053
Octavia Wealth Advisors
Ohio
$303K -$97K -1,357 -24%
PPW
1054
Parcion Private Wealth
Washington
$302K +$6.65K +93 +2%
WFA
1055
Wellspring Financial Advisors
Ohio
$301K +$431K +6,031 New
LG
1056
Leuthold Group
Minnesota
$300K -$57.7K -807 -16%
NWA
1057
New World Advisors
Massachusetts
$300K +$297K +4,162 New
SAG
1058
Spotlight Asset Group
Illinois
$299K +$297K +4,149 New
FI
1059
FormulaFolio Investments
Michigan
$297K -$14.9M -209,101 -98%
AP
1060
Appleton Partners
Massachusetts
$297K -$6.15K -86 -2%
LOPW
1061
Live Oak Private Wealth
North Carolina
$297K +$24.9K +349 +9%
WG
1062
Welch Group
Alabama
$297K +$295K +4,124 New
LWP
1063
Legacy Wealth Planning
Nevada
$294K -$14.9K -209 -5%
SFA
1064
Seneca Financial Advisors
New York
$293K – – –
SAS
1065
Stelac Advisory Services
New York
$293K – – –
ACP
1066
Aviance Capital Partners
Florida
$292K -$48K -671 -14%
JFGLC
1067
Johnson Financial Group LLC (Colorado)
Colorado
$289K +$287K +4,015 New
BOTW
1068
Bank of the West
California
$288K – – –
HR
1069
Hayden Royal
North Carolina
$287K -$71.9K -1,006 -20%
WFM
1070
Wolff Financial Management
Michigan
$287K -$3.5K -49 -1%
STB
1071
S&T Bank
Pennsylvania
$287K +$284K +3,979 New
PFBT
1072
Parkside Financial Bank & Trust
Missouri
$286K +$24.2K +339 +9%
AWA
1073
Acorn Wealth Advisors
Michigan
$285K – – –
CGFA
1074
Colton Groome Financial Advisors
North Carolina
$285K +$282K +3,950 New
MAWCM
1075
Mine & Arao Wealth Creation & Management
California
$284K +$267K +3,738 +1,878%
41 42
43
44 45