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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1151
Evercore Wealth Management
New York
$1.75M -$68.3K -772 -4%
EAM
1152
Empirical Asset Management
Massachusetts
$1.75M -$187K -2,112 -10%
AWA
1153
Amplius Wealth Advisors
Pennsylvania
$1.75M -$68.4K -773 -4%
CFA
1154
Cahill Financial Advisors
Minnesota
$1.74M -$319K -3,603 -16%
HFS
1155
Howard Financial Services
Texas
$1.73M -$12.6K -143 -0.7%
PTC
1156
Philadelphia Trust Company
Pennsylvania
$1.72M – – –
IWA
1157
Icon Wealth Advisors
Texas
$1.72M -$27K -305 -2%
PA
1158
Pinnacle Associates
New York
$1.72M +$78.3K +886 +5%
TWM
1159
Trueblood Wealth Management
Ohio
$1.72M +$172K +1,950 +11%
CAG
1160
Csenge Advisory Group
Florida
$1.71M +$29.8K +337 +2%
MPW
1161
MA Private Wealth
California
$1.7M +$129K +1,457 +8%
HWA
1162
Heritage Wealth Architects
Minnesota
$1.7M +$182K +2,054 +13%
BWA
1163
Bestgate Wealth Advisors
Maryland
$1.69M +$44.2K +500 +3%
WWM
1164
Wolff Wiese Magana
California
$1.69M +$305K +3,454 +22%
TCM
1165
Tufton Capital Management
Maryland
$1.69M +$14.7K +166 +0.9%
AG
1166
AlTi Global
New York
$1.68M +$11.8K +134 +0.7%
IRAG
1167
Investment Research & Advisory Group
Georgia
$1.66M +$81.8K +925 +5%
FAL
1168
Focused Alpha LLC
Colorado
$1.66M +$1.64M +18,508 New
HPM
1169
Hoxton Planning & Management
West Virginia
$1.65M -$69.8K -789 -4%
OBWA
1170
Oak Barrel Wealth Advisory
Virginia
$1.65M +$1.63M +18,466 New
SWP
1171
SIMA Wealth Partners
Virginia
$1.65M – – –
AFA
1172
Aznar Financial Advisors
New Jersey
$1.64M +$1.63M +18,388 New
LKWM
1173
Lee-Kelleher Wealth Management
Maryland
$1.64M +$86K +972 +6%
CTWM
1174
Cherry Tree Wealth Management
Minnesota
$1.64M – – –
WIP
1175
WealthCare Investment Partners
Rhode Island
$1.64M +$50.8K +575 +3%
45 46
47
48 49