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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1201
Key Financial Inc
Pennsylvania
$240K +$53.6K +911 +25%
VWA
1202
V Wealth Advisors
Kansas
$239K -$843K -14,330 -76%
JAG
1203
Journey Advisory Group
Kentucky
$239K +$3.23K +55 +1%
LOPW
1204
Live Oak Private Wealth
North Carolina
$237K -$21.2K -360 -7%
BCM
1205
BTR Capital Management
California
$237K +$265K +4,499 New
LWMNY
1206
Landmark Wealth Management (New York)
New York
$233K -$18.8K -320 -7%
EWM
1207
Endurance Wealth Management
Rhode Island
$232K -$150K -2,550 -37%
WF
1208
Williams Financial
Vermont
$232K +$259K +4,403 New
RFA
1209
RTD Financial Advisors
Pennsylvania
$232K +$259K +4,404 New
WAG
1210
Winthrop Advisory Group
Massachusetts
$231K -$2.94M -50,004 -92%
RP
1211
Rowlandmiller & Partners
Georgia
$230K – – –
AO
1212
Advisor OS
Illinois
$229K – – –
LA
1213
Legacy Advisors
Pennsylvania
$227K +$254K +4,314 New
NWA
1214
New World Advisors
Massachusetts
$226K +$5.94K +101 +2%
BFG
1215
Baron Financial Group
New Jersey
$224K -$882 -15 -0.4%
TNA
1216
True North Advisors
Texas
$224K +$251K +4,268 New
DWM
1217
Destination Wealth Management
California
$223K +$249K +4,236 New
WWM
1218
Wiser Wealth Management
Georgia
$219K -$2.4M -40,736 -91%
SFA
1219
Seneca Financial Advisors
New York
$218K -$2K -34 -0.8%
AUB
1220
Atlantic Union Bankshares
Virginia
$218K -$23.9K -406 -9%
SDWMA
1221
Schneider Downs Wealth Management Advisors
Pennsylvania
$218K -$20.9K -356 -8%
SPA
1222
Sentinel Pension Advisors
Massachusetts
$218K -$12.4K -211 -5%
GF
1223
Gries Financial
Ohio
$217K -$24.1K -410 -9%
WFM
1224
Wolff Financial Management
Michigan
$217K -$59 -1 -0%
BA
1225
Ballast Advisors
Minnesota
$217K +$4.88K +83 +2%
47 48
49
50 51