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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1251
MOTCO
Texas
$285K +$92.3K +1,305 +47%
OPWM
1252
Oakwell Private Wealth Management
Texas
$283K -$147K -2,072 -34%
WFM
1253
Wolff Financial Management
Michigan
$283K -$13.8K -195 -5%
RFA
1254
RTD Financial Advisors
Pennsylvania
$283K +$55.4K +783 +24%
CPSC
1255
Carl P. Sherr & Co
Massachusetts
$281K – – –
CGL
1256
Clarius Group LLC
Washington
$279K – – –
MAWCM
1257
Mine & Arao Wealth Creation & Management
California
$279K – – –
LWMNY
1258
Landmark Wealth Management (New York)
New York
$278K +$283K +4,001 New
PPW
1259
Pinnacle Private Wealth
Massachusetts
$276K -$280K -3,957 -50%
IRC
1260
Investors Research Corp
Georgia
$276K -$6.44K -91 -2%
DWP
1261
Destiny Wealth Partners
Florida
$275K -$29.4K -416 -10%
TFS
1262
TrustCore Financial Services
Tennessee
$275K +$35.9K +508 +15%
NWMG
1263
National Wealth Management Group
Ohio
$268K -$28.9K -408 -10%
BA
1264
Ballast Advisors
Minnesota
$264K +$12.9K +183 +5%
LCM
1265
Logan Capital Management
Pennsylvania
$262K -$135K -1,908 -34%
VCM
1266
Vigilant Capital Management
Maine
$262K -$34.2K -484 -11%
CWM
1267
Cahill Wealth Management
Michigan
$262K +$267K +3,772 New
AAM
1268
Aureus Asset Management
Massachusetts
$260K +$54.8K +775 +26%
KCFA
1269
Key Client Fiduciary Advisors
New Jersey
$259K -$14.2K -201 -5%
EW
1270
Evoke Wealth
California
$259K – – –
SC
1271
Schiavi & Co
Delaware
$259K +$354 +5 +0.1%
OPA
1272
Old Port Advisors
Maine
$259K +$261K +3,683 New
TC
1273
Trilogy Capital
California
$259K +$264K +3,726 New
SSCA
1274
South Shore Capital Advisors
Massachusetts
$258K +$2.48K +35 +1%
PFG
1275
Pinnacle Financial Group
Illinois
$256K – – –
49 50
51
52 53