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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1101
Kingswood Wealth Advisors
California
$1.99M +$398K +4,503 +25%
WAG
1102
Winthrop Advisory Group
Massachusetts
$1.99M +$533K +6,022 +37%
AFO
1103
Arrowroot Family Office
California
$1.98M +$36.8K +416 +2%
UAG
1104
United Advisor Group
Ohio
$1.98M -$40.1K -454 -2%
JFG
1105
JDM Financial Group
Texas
$1.98M -$56.4K -638 -3%
DFG
1106
Dynamic Financial Group
Iowa
$1.97M +$2.56K +29 +0.1%
COCM
1107
Charter Oak Capital Management
New Hampshire
$1.96M +$270K +3,049 +16%
VWM
1108
Valley Wealth Managers
New Jersey
$1.96M -$95.4K -1,079 -5%
TWM
1109
Trevian Wealth Management
Massachusetts
$1.95M +$150K +1,700 +8%
RIS
1110
Richmond Investment Services
Wisconsin
$1.95M +$325K +3,676 +20%
BW
1111
BIP Wealth
Georgia
$1.93M +$10.8K +122 +0.6%
1CP
1112
1015 Capital Partners
Pennsylvania
$1.93M +$1.91M +21,556 New
DWM
1113
Diversify Wealth Management
Utah
$1.92M +$1.53M +17,282 +479%
IFG
1114
Independent Financial Group
California
$1.91M +$134K +1,518 +8%
FNBT
1115
FineMark National Bank & Trust
Florida
$1.91M +$123K +1,391 +7%
SWP
1116
Strategic Wealth Partners
Ohio
$1.9M +$44K +498 +2%
KF
1117
Krilogy Financial
Missouri
$1.9M -$388K -4,392 -18%
KA
1118
Kovack Advisors
Florida
$1.9M +$828K +9,358 +79%
WRTC
1119
Wind River Trust Company
Wyoming
$1.9M – – –
FDW
1120
Fourth Dimension Wealth
Ohio
$1.88M +$11.1K +126 +0.6%
FBT
1121
First Bank & Trust
South Dakota
$1.88M -$13.2K -149 -0.7%
R
1122
Rebalance
California
$1.87M +$33.2K +375 +2%
SEIA
1123
Signature Estate & Investment Advisors
California
$1.87M +$83K +939 +5%
CCG
1124
Cypress Capital Group
Florida
$1.87M +$473K +5,349 +35%
PIA
1125
Perennial Investment Advisors
California
$1.86M +$122K +1,375 +7%
43 44
45
46 47