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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
1176
Glass Jacobson Investment Advisors
Maryland
$462K +$464K +6,848 New
BI
1177
Berkeley Inc
Idaho
$462K +$2.92K +43 +0.6%
PIFP
1178
Partners in Financial Planning
Virginia
$462K +$5.42K +80 +1%
EF
1179
Empirical Finance
Pennsylvania
$462K -$2.24K -33 -0.5%
WC
1180
Waterloo Capital
Texas
$459K -$194K -2,865 -30%
SHFP
1181
Second Half Financial Partners
Florida
$455K +$457K +6,743 New
CG
1182
CFO4Life Group
Texas
$452K +$454K +6,699 New
GCA
1183
Gradient Capital Advisors
California
$452K -$1.63K -24 -0.4%
AI
1184
Accredited Investors
Minnesota
$452K -$8.48K -125 -2%
MC
1185
Middleton & Co
Massachusetts
$450K +$452K +6,670 New
AP
1186
Appleton Partners
Massachusetts
$447K +$49K +723 +12%
IF
1187
Ironwood Financial
Arizona
$446K -$8.21K -121 -2%
WWM
1188
Wiser Wealth Management
Georgia
$446K -$5.09K -75 -1%
BHIA
1189
Birch Hill Investment Advisors
Massachusetts
$444K +$45.2K +666 +11%
KBFS
1190
Kohmann Bosshard Financial Services
Ohio
$444K +$446K +6,580 New
ACM
1191
Ategra Capital Management
Virginia
$442K +$53.3K +786 +14%
NGA
1192
Naples Global Advisors
Florida
$442K +$444K +6,550 New
LWM
1193
Laidlaw Wealth Management
New York
$441K -$34.1K -503 -7%
EA
1194
Efficient Advisors
Ohio
$440K -$31.3K -461 -7%
KDA
1195
Kraft Davis & Associates
Missouri
$439K +$443K +6,538 New
BTWM
1196
Baker Tilly Wealth Management
Wisconsin
$438K – – –
RT
1197
Rockland Trust
Massachusetts
$436K +$31.9K +471 +8%
PSP
1198
Principal Street Partners
Tennessee
$434K – – –
CGPCS
1199
Capital Group Private Client Services
California
$432K +$162K +2,394 +60%
LFA
1200
LGT Financial Advisors
Texas
$432K +$434K +6,402 New
46 47
48
49 50