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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1101
Avantax Planning Partners
Iowa
$423K -$153K -2,390 -25%
AC
1102
Anson Capital
Georgia
$422K – – –
EAM
1103
Empirical Asset Management
Massachusetts
$422K +$192 +3 +0%
BI
1104
Berkeley Inc
Idaho
$421K +$1.6K +25 +0.4%
PPP
1105
Private Portfolio Partners
New Jersey
$421K +$9.37K +146 +2%
EP
1106
Eudaimonia Partners
Tennessee
$420K +$458K +7,138 New
TPWA
1107
TRUE Private Wealth Advisors
Oregon
$418K +$64 +1 +0%
MFS
1108
McNamara Financial Services
Massachusetts
$418K +$48.2K +752 +12%
EA
1109
Eudaimonia Advisors
Tennessee
$416K -$31.2K -487 -6%
CSB
1110
City State Bank
Iowa
$410K – – –
EWM
1111
Endurance Wealth Management
Rhode Island
$409K – – –
GA
1112
Geller Advisors
New York
$407K +$36.3K +566 +9%
SOS
1113
Silver Oak Securities
Tennessee
$407K +$59.2K +923 +16%
HCP
1114
Hexagon Capital Partners
Arkansas
$405K -$180K -2,809 -29%
TW
1115
Transform Wealth
Colorado
$403K – – –
SWM
1116
SeaCrest Wealth Management
New York
$398K -$2.95K -46 -0.7%
FWA
1117
FSC Wealth Advisors
New York
$398K +$16.4K +255 +4%
GT
1118
Glenview Trust
Kentucky
$396K -$133K -2,070 -24%
FPB
1119
First PREMIER Bank
South Dakota
$396K +$388K +6,042 +878%
GCA
1120
Gradient Capital Advisors
California
$395K +$321 +5 +0.1%
PPW
1121
Pinnacle Private Wealth
Massachusetts
$394K +$175K +2,723 +68%
WA
1122
Wealth Alliance
New York
$393K -$324K -5,057 -43%
QPWM
1123
Quadrant Private Wealth Management
Pennsylvania
$391K -$36.8K -574 -8%
CA
1124
CoreCap Advisors
Michigan
$387K -$72.5K -1,130 -15%
KPWG
1125
KFA Private Wealth Group
Virginia
$386K -$107K -1,673 -20%
43 44
45
46 47