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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1301
American Capital Advisory
Idaho
$444K +$416K +6,312 New
AWA
1302
Amplius Wealth Advisors
Pennsylvania
$444K -$306K -4,644 -42%
MWM
1303
MorganRosel Wealth Management
Colorado
$444K +$2.7K +41 +0.7%
RFA
1304
RTD Financial Advisors
Pennsylvania
$441K +$107K +1,616 +35%
KMWM
1305
Keudell/Morrison Wealth Management
Oregon
$440K +$42.2K +641 +11%
MCM
1306
Morton Capital Management
California
$435K – – –
DWM
1307
Dakota Wealth Management
Florida
$433K +$190K +2,880 +88%
SWP
1308
Strategic Wealth Partners
Ohio
$432K -$32.1K -487 -7%
RG
1309
Rathbones Group
United Kingdom
$429K -$11.2K -170 -3%
WCM
1310
Windham Capital Management
Massachusetts
$428K +$5.47K +83 +1%
LOPW
1311
Live Oak Private Wealth
North Carolina
$427K -$22.1K -336 -5%
MCA
1312
Maryland Capital Advisors
Maryland
$426K – – –
GWANC
1313
Guardian Wealth Advisors (North Carolina)
North Carolina
$424K -$6.26K -95 -2%
MM
1314
Meridian Management
Arkansas
$419K +$172K +2,607 +77%
KV
1315
Kickstand Ventures
New York
$418K -$48.8K -741 -11%
NCM
1316
Northwest Capital Management
Oregon
$418K – – –
CCP
1317
Clarkston Capital Partners
Michigan
$417K – – –
WDL
1318
Well Done LLC
Michigan
$417K +$390K +5,923 New
CP
1319
Coho Partners
Pennsylvania
$416K +$132K +1,998 +51%
OC
1320
Oarsman Capital
Wisconsin
$416K +$390K +5,913 New
ELM
1321
Elite Life Management
Florida
$414K +$388K +5,884 New
RCM
1322
Radnor Capital Management
Pennsylvania
$412K +$65.9K +1,000 +21%
TPWM
1323
Twelve Points Wealth Management
Massachusetts
$411K -$196K -2,971 -34%
OWP
1324
Obermeyer Wealth Partners
Colorado
$411K -$42.3K -642 -10%
SWM
1325
SeaCrest Wealth Management
New York
$408K -$15.6K -236 -4%
51 52
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