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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1126
EverSource Wealth Advisors
Alabama
$1.06M +$473K +6,412 +74%
BMC
1127
Bear Mountain Capital
Washington
$1.06M +$158K +2,137 +17%
TPW
1128
TL Private Wealth
Texas
$1.06M +$12.5K +170 +1%
AWM
1129
Aries Wealth Management
Maine
$1.05M – – –
TCM
1130
Traynor Capital Management
Pennsylvania
$1.05M +$855K +11,587 +344%
PFA
1131
Pathway Financial Advisors
Vermont
$1.05M +$418K +5,669 +62%
PCH
1132
PGIM Custom Harvest
New Jersey
$1.04M +$32K +434 +3%
PIM
1133
Penobscot Investment Management
Massachusetts
$1.04M -$61.6K -835 -5%
JE
1134
JMAC Enterprises
Pennsylvania
$1.04M +$20.4K +277 +2%
IWA
1135
Inspirion Wealth Advisors
Illinois
$1.04M +$2.21K +30 +0.2%
SWA
1136
Strata Wealth Advisors
Texas
$1.03M – – –
WF
1137
Welch & Forbes
Massachusetts
$1.03M – – –
COCM
1138
Charter Oak Capital Management
New Hampshire
$1.03M -$146K -1,978 -12%
DIA
1139
Dana Investment Advisors
Wisconsin
$1.03M -$124K -1,678 -10%
ASBI
1140
American State Bank (Iowa)
Iowa
$1.03M -$36.1K -490 -3%
BFC
1141
Blue Fin Capital
Rhode Island
$1.03M +$6.93K +94 +0.6%
LKWM
1142
Lee-Kelleher Wealth Management
Maryland
$1.02M +$1.07M +14,540 New
SEIA
1143
Signature Estate & Investment Advisors
California
$1.02M -$248K -3,368 -19%
BA
1144
Bristlecone Advisors
Washington
$1.02M -$145K -1,959 -12%
MOS
1145
MGO One Seven
Ohio
$1.01M -$366K -4,966 -26%
GWANC
1146
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.01M +$782K +10,604 +279%
CAMG
1147
CWA Asset Management Group
Florida
$1.01M +$844K +11,441 +390%
SSW
1148
Stone Summit Wealth
Florida
$1.01M -$20K -271 -2%
OWA
1149
ORBA Wealth Advisors
Illinois
$1.01M -$40.4K -548 -4%
PGWM
1150
Parisi Gray Wealth Management
New Jersey
$1.01M +$9.74K +132 +0.9%
44 45
46
47 48