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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
MorganRosel Wealth Management
Colorado
$309K -$90.8K -1,544 -21%
SCA
1127
Spearhead Capital Advisors
Florida
$309K – – –
BTI
1128
Blue Trust Inc
Georgia
$308K +$71.4K +1,215 +30%
PPW
1129
Parcion Private Wealth
Washington
$306K -$823 -14 -0.2%
WFA
1130
Wipfli Financial Advisors
Wisconsin
$306K +$341K +5,806 New
RI
1131
Ridgewood Investments
New Jersey
$305K -$142K -2,410 -29%
SC
1132
SouthState Corp
Florida
$303K +$33.8K +575 +11%
OWP
1133
Obermeyer Wealth Partners
Colorado
$303K +$338K +5,749 New
BWA
1134
Burt Wealth Advisors
Maryland
$300K -$139K -2,360 -29%
TC
1135
Trilogy Capital
California
$298K +$113K +1,927 +52%
ZIG
1136
Zullo Investment Group
Pennsylvania
$296K -$48K -816 -13%
MWM
1137
Maltin Wealth Management
New Jersey
$296K +$330K +5,620 New
PIFP
1138
Partners in Financial Planning
Virginia
$295K -$35.3K -600 -11%
AFP
1139
Ausdal Financial Partners
Iowa
$295K +$2.23K +38 +0.7%
RF
1140
Rollins Financial
Georgia
$290K -$4.59K -78 -1%
WJA
1141
Willis Johnson & Associates
Texas
$289K +$23.5K +399 +8%
CG
1142
Corundum Group
Colorado
$289K +$323K +5,493 New
CWP
1143
Curated Wealth Partners
California
$287K -$21.8K -370 -6%
TF
1144
Trek Financial
Arizona
$286K -$65.1M -1,107,543 -100%
MHS
1145
M Holdings Securities
Oregon
$286K -$6.76K -115 -2%
ESB
1146
Essex Savings Bank
Connecticut
$286K +$4.59K +78 +1%
CCFM
1147
Clear Creek Financial Management
Washington
$285K -$16.8K -286 -5%
AOWM
1148
Alpha Omega Wealth Management
Virginia
$285K – – –
FFN
1149
Focus Financial Network
Minnesota
$285K -$146K -2,485 -31%
SB
1150
Strategic Blueprint
Georgia
$281K -$125K -2,120 -28%
44 45
46
47 48