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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
1126
Coury Firm Asset Management
Pennsylvania
$460K +$2.29K +39 +0.5%
LWM
1127
Laidlaw Wealth Management
New York
$459K -$19.6K -333 -4%
KWM
1128
Keebeck Wealth Management
Illinois
$457K +$155K +2,627 +55%
CT
1129
Caldwell Trust
Florida
$457K – – –
NIC
1130
Northwest Investment Counselors
Oregon
$455K +$294 +5 +0.1%
PIFP
1131
Partners in Financial Planning
Virginia
$450K +$142K +2,408 +50%
SWM
1132
Scissortail Wealth Management
Oklahoma
$449K +$399K +6,774 New
GWM
1133
Gitterman Wealth Management
New Jersey
$448K -$217K -3,681 -34%
EFS
1134
Essex Financial Services
Connecticut
$448K -$53K -900 -11%
BCP
1135
Blue Chip Partners
Michigan
$446K +$426K +7,240 New
GT
1136
Glenview Trust
Kentucky
$446K +$12.9K +219 +3%
BAM
1137
Belpointe Asset Management
Nevada
$445K +$27.8K +473 +7%
OWP
1138
Obermeyer Wealth Partners
Colorado
$445K +$86.1K +1,463 +25%
EAM
1139
Empirical Asset Management
Massachusetts
$442K -$3.53K -60 -0.8%
EA
1140
Efficient Advisors
Ohio
$435K -$58.4K -992 -12%
CCP
1141
Clarkston Capital Partners
Michigan
$435K -$1.25M -21,185 -75%
CIA
1142
Choate Investment Advisors
Massachusetts
$432K – – –
HW
1143
Hamilton Wealth
California
$432K +$185K +3,148 +81%
SWM
1144
SeaCrest Wealth Management
New York
$425K -$6.59K -112 -2%
ACM
1145
Alamar Capital Management
California
$423K +$112K +1,900 +38%
SWA
1146
SOA Wealth Advisors
New York
$423K +$115K +1,950 +40%
FWA
1147
FSC Wealth Advisors
New York
$423K -$34.7K -590 -8%
TAM
1148
Townsend Asset Management
North Carolina
$420K -$70.5K -1,198 -15%
BI
1149
Berkeley Inc
Idaho
$419K -$2.24K -38 -0.6%
PPW
1150
Parcion Private Wealth
Washington
$416K +$55.1K +937 +16%
44 45
46
47 48