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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
1151
Capital City Trust
Florida
$229K – – –
LJAC
1152
L.J. Altfest & Co
New York
$229K +$231K +3,059 New
BIA
1153
Biondo Investment Advisors
Pennsylvania
$227K – – –
ACM
1154
AUA Capital Management
Pennsylvania
$225K – – –
EIA
1155
Edgemoor Investment Advisors
Maryland
$225K – – –
TW
1156
Transform Wealth
Colorado
$225K +$227K +3,005 New
PFG
1157
Pacific Financial Group
Washington
$222K +$224K +2,961 New
AAM
1158
Aureus Asset Management
Massachusetts
$222K +$224K +2,968 New
SQA
1159
Simon Quick Advisors
New Jersey
$219K -$28.2K -374 -11%
ST
1160
Sabal Trust
Florida
$217K +$219K +2,900 New
TWM
1161
Tradition Wealth Management
Minnesota
$216K -$75 -1 -0%
NHC
1162
Nicholas Hoffman & Company
Georgia
$216K +$453 +6 +0.2%
PNC
1163
Park National Corp
Ohio
$214K +$216K +2,859 New
BHWM
1164
Bar Harbor Wealth Management
New Hampshire
$210K -$377 -5 -0.2%
LA
1165
Latitude Advisors
Florida
$209K +$211K +2,790 New
CPC
1166
Consolidated Planning Corp
Georgia
$207K +$210K +2,778 New
SEP
1167
Southland Equity Partners
Missouri
$203K +$205K +2,718 New
FWP
1168
Firethorn Wealth Partners
Georgia
$203K +$204K +2,708 New
FSG
1169
Financial Strategies Group
Michigan
$203K +$205K +2,716 New
I
1170
INVST
Indiana
$203K +$206K +2,727 New
OCM
1171
Oakwood Capital Management
California
$202K +$204K +2,703 New
APC
1172
Aspire Private Capital
North Carolina
$194K -$267K -3,534 -58%
EW
1173
Emerson Wealth
Michigan
$194K -$90.6K -1,200 -32%
TFGT
1174
TS Financial Group (TSFG)
Illinois
$194K +$6.27K +83 +3%
LAS
1175
Lloyd Advisory Services
Georgia
$191K +$187K +2,482 +3,940%
45 46
47
48 49