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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1251
Armstrong Fleming & Moore
District of Columbia
$588K -$39.3K -552 -7%
BWM
1252
BCGM Wealth Management
Indiana
$588K -$5.84K -82 -1%
CPWM
1253
Cypress Point Wealth Management
Texas
$587K -$214K -3,005 -28%
TSS
1254
Two Sigma Securities
New York
$584K +$560K +7,872 New
SSB
1255
Sandy Spring Bank
Maryland
$577K -$105K -1,481 -16%
EW
1256
Evoke Wealth
California
$575K +$313K +4,398 +131%
SC
1257
Schoolcraft Capital
Colorado
$575K +$42.4K +596 +8%
CAM
1258
CPA Asset Management
Florida
$573K +$161K +2,263 +41%
KPWG
1259
KFA Private Wealth Group
Virginia
$572K +$27.8K +390 +5%
TF
1260
Theory Financial
Colorado
$569K +$316K +4,439 +137%
LPT
1261
Legacy Private Trust
Wisconsin
$560K +$70K +984 +15%
RW
1262
RVW Wealth
California
$559K – – –
FA
1263
Fiducient Advisors
Illinois
$558K – – –
TCOV
1264
Trust Company of Vermont
Vermont
$558K +$238K +3,340 +80%
AIA
1265
Armor Investment Advisors
North Carolina
$554K – – –
IC
1266
Inscription Capital
Texas
$554K +$356 +5 +0.1%
FFA
1267
Founders Financial Alliance
North Carolina
$554K +$57.5K +808 +12%
EW
1268
Enzi Wealth
Texas
$549K – – –
NIC
1269
Northwest Investment Counselors
Oregon
$549K -$7.97K -112 -1%
CT
1270
Cambridge Trust
Massachusetts
$549K -$90K -1,265 -15%
CWM
1271
Chicago Wealth Management
Illinois
$549K -$8.61K -121 -2%
CWS
1272
Cypress Wealth Services
California
$547K +$19.7K +277 +4%
EAM
1273
Empirical Asset Management
Massachusetts
$547K +$41.1K +578 +9%
WI
1274
Wintrust Investments
Illinois
$547K +$14.8K +208 +3%
CP
1275
Coho Partners
Pennsylvania
$547K +$103K +1,445 +24%
49 50
51
52 53