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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1301
Key Financial Inc
Pennsylvania
$446K – – –
ACA
1302
American Capital Advisory
Idaho
$444K +$416K +6,312 New
AWA
1303
Amplius Wealth Advisors
Pennsylvania
$444K -$306K -4,644 -42%
MWM
1304
MorganRosel Wealth Management
Colorado
$444K +$2.7K +41 +0.7%
RFA
1305
RTD Financial Advisors
Pennsylvania
$441K +$107K +1,616 +35%
KMWM
1306
Keudell/Morrison Wealth Management
Oregon
$440K +$42.2K +641 +11%
MCM
1307
Morton Capital Management
California
$435K – – –
DWM
1308
Dakota Wealth Management
Florida
$433K +$190K +2,880 +88%
SWP
1309
Strategic Wealth Partners
Ohio
$432K -$32.1K -487 -7%
RG
1310
Rathbones Group
United Kingdom
$429K -$11.2K -170 -3%
WCM
1311
Windham Capital Management
Massachusetts
$428K +$5.47K +83 +1%
LOPW
1312
Live Oak Private Wealth
North Carolina
$427K -$22.1K -336 -5%
MCA
1313
Maryland Capital Advisors
Maryland
$426K – – –
GWANC
1314
Guardian Wealth Advisors (North Carolina)
North Carolina
$424K -$6.26K -95 -2%
MM
1315
Meridian Management
Arkansas
$419K +$172K +2,607 +77%
KV
1316
Kickstand Ventures
New York
$418K -$48.8K -741 -11%
NCM
1317
Northwest Capital Management
Oregon
$418K – – –
CCP
1318
Clarkston Capital Partners
Michigan
$417K – – –
WDL
1319
Well Done LLC
Michigan
$417K +$390K +5,923 New
CP
1320
Coho Partners
Pennsylvania
$416K +$132K +1,998 +51%
OC
1321
Oarsman Capital
Wisconsin
$416K +$390K +5,913 New
ELM
1322
Elite Life Management
Florida
$414K +$388K +5,884 New
RCM
1323
Radnor Capital Management
Pennsylvania
$412K +$65.9K +1,000 +21%
TPWM
1324
Twelve Points Wealth Management
Massachusetts
$411K -$196K -2,971 -34%
OWP
1325
Obermeyer Wealth Partners
Colorado
$411K -$42.3K -642 -10%
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