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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1051
Burt Wealth Advisors
Maryland
$593K -$699K -9,883 -54%
SL
1052
SWMG LLC
Texas
$592K +$122K +1,726 +25%
FFN
1053
Focus Financial Network
Minnesota
$591K -$141K -1,996 -19%
IC
1054
Inscription Capital
Texas
$588K -$58.7K -830 -9%
CIA
1055
Choate Investment Advisors
Massachusetts
$586K +$22.9K +324 +4%
AAS
1056
Annex Advisory Services
Wisconsin
$585K +$16.5K +233 +3%
EFS
1057
Essex Financial Services
Connecticut
$584K -$186K -2,629 -24%
LFG
1058
Larson Financial Group
Missouri
$581K +$495 +7 +0.1%
VWM
1059
Venturi Wealth Management
Texas
$580K -$265K -3,752 -31%
PWS
1060
Peterson Wealth Services
Utah
$577K +$55.7K +788 +10%
CWP
1061
Concord Wealth Partners
Virginia
$575K -$119K -1,676 -17%
PCG
1062
Private Capital Group
Connecticut
$573K -$50.2K -709 -8%
AP
1063
Adero Partners
California
$573K -$8.06K -114 -1%
KPWG
1064
KFA Private Wealth Group
Virginia
$573K +$47.6K +673 +9%
LWM
1065
Laidlaw Wealth Management
New York
$572K -$63.5K -897 -10%
BFO
1066
Biltmore Family Office
North Carolina
$570K – – –
CPW
1067
Catalyst Private Wealth
California
$567K – – –
CCP
1068
Clarkston Capital Partners
Michigan
$567K – – –
DY
1069
Dowling & Yahnke
California
$566K +$5.3K +75 +0.9%
NWM
1070
Nauset Wealth Management
Connecticut
$562K +$572K +8,087 New
CA
1071
Calton & Associates
Florida
$560K -$84.8K -1,199 -13%
TAM
1072
Townsend Asset Management
North Carolina
$555K +$71 +1 +0%
PI
1073
Parkside Investments
Illinois
$554K – – –
EA
1074
Efficient Advisors
Ohio
$550K +$2.33K +33 +0.4%
CHC
1075
City Holding Co
West Virginia
$549K +$8.63K +122 +2%
41 42
43
44 45