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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1226
Pine Valley Investments
New Jersey
$380K -$4.34K -64 -1%
BHBT
1227
Burke & Herbert Bank & Trust
Virginia
$379K +$6.51K +96 +2%
KMWM
1228
Keudell/Morrison Wealth Management
Oregon
$379K -$22.4K -330 -6%
ETIA
1229
Epic Trust Investment Advisors
Washington
$376K +$73.2K +1,079 +24%
TCOV
1230
Trust Company of Vermont
Vermont
$370K +$159K +2,351 +75%
GAM
1231
Gould Asset Management
California
$370K – – –
SBWIC
1232
Schaper Benz & Wise Investment Counsel
Wisconsin
$369K – – –
CAM
1233
CPA Asset Management
Florida
$368K -$158K -2,331 -30%
LB
1234
Leo Brokerage
Texas
$368K -$25.1K -370 -6%
LHC
1235
Little House Capital
Massachusetts
$363K +$56.5K +833 +18%
DWM
1236
Destination Wealth Management
California
$363K -$140K -2,066 -28%
CW
1237
Connectus Wealth
Ohio
$361K +$20.1K +297 +6%
UBV
1238
United Bank (Virginia)
Virginia
$360K +$1.36K +20 +0.4%
BSWA
1239
Bromfield Sneider Wealth Advisors
Massachusetts
$355K +$4.54K +67 +1%
BCM
1240
Bourgeon Capital Management
Connecticut
$354K – – –
BAM
1241
Belpointe Asset Management
Nevada
$353K -$1.12M -16,567 -76%
VFPI
1242
Vantage Financial Partners (Illinois)
Illinois
$349K -$3.8K -56 -1%
SWA
1243
SFMG Wealth Advisors
Texas
$349K +$58.5K +862 +20%
GF
1244
Gries Financial
Ohio
$348K +$56.9K +839 +19%
SC
1245
Schoolcraft Capital
Colorado
$348K – – –
ACM
1246
Alamar Capital Management
California
$345K -$54.3K -800 -14%
CIG
1247
Cairn Investment Group
Washington
$345K – – –
SWP
1248
Strategic Wealth Partners
Ohio
$345K -$221K -3,253 -39%
SM
1249
Sensible Money
Arizona
$344K -$7.73K -114 -2%
IPW
1250
Inlet Private Wealth
Florida
$344K -$61K -900 -15%
48 49
50
51 52