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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1226
PUREfi Wealth
Massachusetts
$1.78M +$328K +3,417 +23%
SEM
1227
Strategic Equity Management
Arizona
$1.78M -$2.79M -29,017 -61%
SWP
1228
SIMA Wealth Partners
Virginia
$1.77M -$13.3K -138 -0.7%
PA
1229
Pinnacle Associates
New York
$1.77M +$2.5K +26 +0.1%
CWM
1230
Cornerstone Wealth Management
Missouri
$1.77M +$11.4K +119 +0.7%
EPP
1231
ETF Portfolio Partners
Kansas
$1.76M -$68.7K -715 -4%
RWIA
1232
Roger Wittlin Investment Advisory
California
$1.76M -$114K -1,187 -6%
CPWL
1233
Coquina Private Wealth LLC
Florida
$1.76M -$17.7K -184 -1%
TFM
1234
TFC Financial Management
Massachusetts
$1.75M -$18.2K -189 -1%
APA
1235
Astoria Portfolio Advisors
New York
$1.74M +$1.73M +18,026 New
CAM
1236
Columbia Asset Management
Michigan
$1.74M +$3.07K +32 +0.2%
HPM
1237
Hoxton Planning & Management
West Virginia
$1.73M -$27.9K -290 -2%
CTWM
1238
Cherry Tree Wealth Management
Minnesota
$1.73M -$39.7K -413 -2%
TTIC
1239
Tower Trust & Investment Company
Iowa
$1.73M -$46.1K -480 -3%
OFO
1240
OneAscent Family Office
Alabama
$1.73M +$87.5K +911 +5%
DWM
1241
Defined Wealth Management
Oregon
$1.72M -$9.4M -97,813 -85%
HIP
1242
HUB Investment Partners
Texas
$1.71M -$62.1K -647 -4%
HCM
1243
Hicks Capital Management
Ohio
$1.7M +$25.5K +265 +2%
AAM
1244
Aureus Asset Management
Massachusetts
$1.7M -$107K -1,118 -6%
CCA
1245
Coign Capital Advisors
Utah
$1.7M +$74.3K +774 +5%
B
1246
Bayban
Minnesota
$1.7M – – –
HWA
1247
Heritage Wealth Architects
Minnesota
$1.7M – – –
CIAS
1248
Capital Investment Advisory Services
North Carolina
$1.68M +$808K +8,410 +93%
LC
1249
Lincoln Capital
Nebraska
$1.68M -$11.2K -117 -0.7%
TFA
1250
Transamerica Financial Advisors
Florida
$1.68M +$411K +4,282 +33%
48 49
50
51 52