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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1301
Beam Wealth Advisors
Louisiana
$264K -$22.7K -346 -8%
IPW
1302
Intergy Private Wealth
Colorado
$262K +$257K +3,917 New
PWM
1303
PBMares Wealth Management
Virginia
$261K -$58.8K -897 -19%
KOC
1304
Koss-Olinger Consulting
Florida
$261K -$139K -2,124 -35%
SB
1305
Strategic Blueprint
Georgia
$260K -$12.6K -192 -5%
FMP
1306
Financial Management Professionals
Texas
$259K +$6.75K +103 +3%
BFG
1307
Baron Financial Group
New Jersey
$257K -$18.7K -285 -7%
GAM
1308
Gemmer Asset Management
California
$255K +$250K +3,812 New
ACM
1309
Argent Capital Management
Missouri
$254K +$249K +3,805 New
HIMCH
1310
Hartford Investment Management Co (HIMCO)
Connecticut
$254K +$249K +3,800 New
NWMG
1311
National Wealth Management Group
Ohio
$254K +$244K +3,715 New
CP
1312
Coho Partners
Pennsylvania
$254K +$249K +3,795 New
MAG
1313
Mayfair Advisory Group
Alabama
$254K +$8.26K +126 +4%
ISL
1314
Ingalls & Snyder LLC
New York
$253K +$248K +3,785 New
CPSC
1315
Carl P. Sherr & Co
Massachusetts
$253K – – –
BPWM
1316
Badgley Phelps Wealth Managers
Washington
$252K +$248K +3,777 New
FAM
1317
Forte Asset Management
New York
$252K -$3.87K -59 -2%
TF
1318
Theory Financial
Colorado
$251K +$246K +3,757 New
KCFA
1319
Key Client Fiduciary Advisors
New Jersey
$249K – – –
WCFA
1320
Walkner Condon Financial Advisors
Wisconsin
$249K +$244K +3,729 New
LGWM
1321
Litman Gregory Wealth Management
California
$248K -$1.6M -24,365 -87%
SAM
1322
Satovsky Asset Management
New York
$248K +$29.4K +449 +14%
OPWM
1323
Oxinas Partners Wealth Management
Indiana
$248K – – –
FPGK
1324
Financial Partners Group (Kansas)
Kansas
$248K +$46K +702 +23%
RW
1325
Regimen Wealth
Georgia
$247K +$314K +4,783 +127%
51 52
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