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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1101
Ategra Capital Management
Virginia
$345K – – –
MCA
1102
Maryland Capital Advisors
Maryland
$343K – – –
SC
1103
Stolper & Co
Oklahoma
$342K – – –
PPP
1104
Private Portfolio Partners
New Jersey
$337K -$44K -748 -10%
KMWM
1105
Keudell/Morrison Wealth Management
Oregon
$334K -$6.41K -109 -2%
BFC
1106
Blue Fin Capital
Rhode Island
$332K +$4K +68 +1%
SWP
1107
Strategic Wealth Partners
Ohio
$331K +$120K +2,043 +48%
HWA
1108
HCR Wealth Advisors
California
$331K -$80.6K -1,370 -18%
WWM
1109
Windsor Wealth Management
Indiana
$331K -$68.1K -1,158 -16%
LPT
1110
Legacy Private Trust
Wisconsin
$331K +$19.7K +335 +6%
ACA
1111
Aptus Capital Advisors
Alabama
$330K -$278K -4,732 -43%
BHIA
1112
Birch Hill Investment Advisors
Massachusetts
$325K – – –
AI
1113
Accredited Investors
Minnesota
$324K -$88.2K -1,500 -20%
CA
1114
CoreCap Advisors
Michigan
$324K -$24.5K -417 -6%
MA
1115
Momentum Advisors
New York
$324K -$6K -102 -2%
EA
1116
Eudaimonia Advisors
Tennessee
$322K -$56.8K -966 -14%
EP
1117
Eudaimonia Partners
Tennessee
$319K -$64.1K -1,090 -15%
BFA
1118
BMS Financial Advisors
South Dakota
$317K +$354K +6,013 New
WCM
1119
Windham Capital Management
Massachusetts
$316K -$11.1M -189,329 -97%
ERWM
1120
Elk River Wealth Management
Colorado
$316K -$9M -153,104 -96%
IPW
1121
Inlet Private Wealth
Florida
$316K – – –
RT
1122
Rockland Trust
Massachusetts
$315K -$20.8K -354 -6%
RPGK
1123
Retirement Planning Group (Kansas)
Kansas
$313K -$2.12K -36 -0.6%
PWM
1124
PBMares Wealth Management
Virginia
$313K -$764 -13 -0.2%
AAS
1125
Annex Advisory Services
Wisconsin
$311K -$88.1K -1,499 -20%
43 44
45
46 47