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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1151
Northwest Wealth Management
Iowa
$2.2M +$25.4K +264 +1%
M
1152
MATAURO
New York
$2.2M -$56.7K -590 -3%
WWM
1153
Wiser Wealth Management
Georgia
$2.2M -$253K -2,633 -10%
SWM
1154
Steelhead Wealth Management
Virginia
$2.18M -$488K -5,076 -18%
FWA
1155
FSM Wealth Advisors
Ohio
$2.18M +$776K +8,081 +56%
IFPG
1156
Intrepid Financial Planning Group
Indiana
$2.18M +$161K +1,679 +8%
BDF
1157
Black Diamond Financial
Maryland
$2.17M – – –
SRA
1158
Secured Retirement Advisors
Minnesota
$2.16M -$329K -3,423 -13%
WAG
1159
Winthrop Advisory Group
Massachusetts
$2.16M -$182K -1,891 -8%
PWS
1160
Peterson Wealth Services
Utah
$2.15M +$412K +4,287 +24%
DSA
1161
Droms Strauss Advisors
Missouri
$2.15M -$11.7K -122 -0.5%
CAG
1162
Csenge Advisory Group
Florida
$2.14M +$160K +1,662 +8%
FCB
1163
First County Bank
Connecticut
$2.14M +$163K +1,698 +8%
KA
1164
Kovack Advisors
Florida
$2.13M +$11.1K +116 +0.5%
EFG
1165
Everhart Financial Group
Ohio
$2.13M -$18.8K -196 -0.9%
IWA
1166
Icon Wealth Advisors
Texas
$2.13M +$279K +2,900 +15%
MGP
1167
Metis Global Partners
California
$2.12M +$2.11M +21,929 New
EPW
1168
Endeavor Private Wealth
Kansas
$2.11M -$260K -2,703 -11%
HCA
1169
Harpswell Capital Advisors
Maine
$2.1M -$1.15K -12 -0.1%
SEIA
1170
Signature Estate & Investment Advisors
California
$2.09M -$192K -2,000 -8%
EWM
1171
Evercore Wealth Management
New York
$2.08M +$23K +239 +1%
WIM
1172
Waycross Investment Management
Washington
$2.07M +$2.06M +21,467 New
TAFW
1173
Tred Avon Family Wealth
Maryland
$2.06M +$191K +1,986 +10%
WRTC
1174
Wind River Trust Company
Wyoming
$2.05M – – –
CT
1175
Colonial Trust
South Carolina
$2.03M -$279K -2,903 -12%
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47
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