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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
1301
Elm Partners Management
Pennsylvania
$1.5M +$254K +2,649 +21%
GC
1302
Garde Capital
Washington
$1.5M – – –
HSG
1303
Helen Stephens Group
Texas
$1.49M +$16.3K +170 +1%
PGWM
1304
Parisi Gray Wealth Management
New Jersey
$1.49M +$11.9K +124 +0.8%
BWS
1305
Buck Wealth Strategies
Colorado
$1.48M +$1.47M +15,353 New
RF
1306
Rossby Financial
Florida
$1.47M -$384 -4 -0%
LWMI
1307
Legacy Wealth Management (Idaho)
Idaho
$1.46M +$1.35M +14,067 +1,287%
KP
1308
Keel Point
Alabama
$1.46M +$80.7K +840 +6%
SCP
1309
Sandhill Capital Partners
New York
$1.46M +$1.34K +14 +0.1%
GFP
1310
Gryphon Financial Partners
Ohio
$1.46M +$66.7K +694 +5%
UF
1311
Univest Financial
Pennsylvania
$1.46M -$4.42K -46 -0.3%
OKSA
1312
O'Keefe Stevens Advisory
New York
$1.46M – – –
SC
1313
Sepio Capital
Utah
$1.46M – – –
RBC
1314
Romano Brothers & Co
Illinois
$1.46M +$46.3K +482 +3%
WP
1315
Westmount Partners
California
$1.45M +$2.5K +26 +0.2%
FWM
1316
Forza Wealth Management
Florida
$1.45M -$5.38K -56 -0.4%
CGPCS
1317
Capital Group Private Client Services
California
$1.45M +$247K +2,576 +21%
KCM
1318
Kendall Capital Management
Maryland
$1.45M -$117K -1,223 -8%
TC
1319
Trilogy Capital
California
$1.45M +$110K +1,143 +8%
BWA
1320
Bestgate Wealth Advisors
Maryland
$1.45M -$165K -1,717 -10%
WAL
1321
W Advisors LLC
Tennessee
$1.44M – – –
SWRP
1322
Summit Wealth & Retirement Planning
California
$1.44M -$29.9K -311 -2%
WB
1323
West Bancorporation
Iowa
$1.44M -$110K -1,145 -7%
CWP
1324
Curated Wealth Partners
California
$1.44M – – –
PGFG
1325
Pine Grove Financial Group
Minnesota
$1.44M +$198K +2,057 +16%
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