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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1076
Beacon Financial Advisory
Ohio
$668K – – –
MFS
1077
McNamara Financial Services
Massachusetts
$659K -$6.83K -102 -1%
DWP
1078
Daymark Wealth Partners
Ohio
$656K +$133K +1,981 +24%
MAM
1079
Madison Asset Management
Wisconsin
$653K -$54.9K -820 -7%
SBH
1080
Segall Bryant & Hamill
Illinois
$653K +$80.1K +1,197 +13%
GWM
1081
Grand Wealth Management
Michigan
$635K +$42.7K +638 +7%
JIP
1082
Jaffetilchin Investment Partners
Florida
$635K +$40.2K +600 +6%
IAG
1083
Investmark Advisory Group
Connecticut
$635K – – –
QCM
1084
Quantinno Capital Management
New York
$633K +$136K +2,029 +26%
EFS
1085
Essex Financial Services
Connecticut
$629K +$151K +2,253 +30%
RRA
1086
Round Rock Advisors
Connecticut
$621K – – –
MSFS
1087
Main Street Financial Solutions
Pennsylvania
$621K -$3.95K -59 -0.6%
TC
1088
Trilogy Capital
California
$621K -$100K -1,494 -13%
HSG
1089
Helen Stephens Group
Texas
$618K – – –
QCIG
1090
Quad-Cities Investment Group
Iowa
$617K -$129K -1,929 -17%
EW
1091
Enzi Wealth
Texas
$613K -$264K -3,942 -29%
FWA
1092
FOCUS Wealth Advisors
Texas
$612K +$637K +9,510 New
TP
1093
Tranquility Partners
Tennessee
$611K +$112K +1,675 +21%
SC
1094
SouthState Corp
Florida
$610K -$126K -1,875 -17%
ACA
1095
Aptus Capital Advisors
Alabama
$610K +$210K +3,138 +49%
TVAMP
1096
Tennessee Valley Asset Management Partners
Tennessee
$610K +$6.56K +98 +1%
I
1097
INVST
Indiana
$610K +$634K +9,472 New
CCA
1098
Cobblestone Capital Advisors
New York
$608K -$26.3K -393 -4%
RFP
1099
RCS Financial Planning
Maryland
$608K -$96.8K -1,446 -13%
WP
1100
Westmount Partners
California
$606K +$630K +9,411 New
42 43
44
45 46