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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1101
Onyx Bridge Wealth Group
New York
$479K -$97.6K -1,380 -16%
CT
1102
Caldwell Trust
Florida
$477K +$467K +6,609 +2,644%
TW
1103
Transform Wealth
Colorado
$476K -$194K -2,748 -29%
SW
1104
StrongBox Wealth
Missouri
$474K -$51.3K -725 -10%
SWM
1105
SeaCrest Wealth Management
New York
$473K – – –
KMWM
1106
Keudell/Morrison Wealth Management
Oregon
$471K +$2.83K +40 +0.6%
TPWA
1107
TRUE Private Wealth Advisors
Oregon
$470K -$531K -7,509 -51%
GCA
1108
Gradient Capital Advisors
California
$467K – – –
EF
1109
Empirical Finance
Pennsylvania
$466K +$14.9K +211 +3%
FPAS
1110
Focus Partners Advisor Solutions
Missouri
$462K +$146K +2,069 +45%
SIC
1111
Salem Investment Counselors
North Carolina
$460K -$564K -7,975 -55%
MHS
1112
M Holdings Securities
Oregon
$460K +$468K +6,621 New
CW
1113
Connectus Wealth
Ohio
$458K +$434K +6,138 New
ACM
1114
Ategra Capital Management
Virginia
$455K – – –
AP
1115
Appleton Partners
Massachusetts
$454K -$3.82K -54 -0.8%
FWA
1116
FSC Wealth Advisors
New York
$452K -$8.91K -126 -2%
BHIA
1117
Birch Hill Investment Advisors
Massachusetts
$452K – – –
SC
1118
Stolper & Co
Oklahoma
$452K +$2.83K +40 +0.6%
RPGK
1119
Retirement Planning Group (Kansas)
Kansas
$448K -$2.55K -36 -0.6%
TPA
1120
Trivium Point Advisory
Connecticut
$445K +$69.7K +986 +18%
SMG
1121
Spectrum Management Group
Indiana
$444K +$69K +976 +18%
GKWIM
1122
Gerber Kawasaki Wealth & Investment Management
California
$443K -$28.5K -403 -6%
PWM
1123
PBMares Wealth Management
Virginia
$442K +$2.9K +41 +0.6%
PCS
1124
Personal CFO Solutions
New Jersey
$442K +$69.7K +985 +18%
MFS
1125
McNamara Financial Services
Massachusetts
$441K +$34.1K +482 +8%
43 44
45
46 47