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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1301
Regatta Capital Group
California
$586K -$8.76K -117 -2%
CWS
1302
Cypress Wealth Services
California
$585K +$23.4K +312 +4%
EW
1303
Enzi Wealth
Texas
$584K – – –
AIA
1304
Armor Investment Advisors
North Carolina
$583K – – –
IC
1305
Inscription Capital
Texas
$583K – – –
CAM
1306
Concorde Asset Management
Michigan
$581K -$1.57K -21 -0.3%
SWM
1307
Selective Wealth Management
Virginia
$581K -$3.82K -51 -0.7%
NC
1308
Napatree Capital
Rhode Island
$581K +$557K +7,441 New
AFM
1309
Armstrong Fleming & Moore
District of Columbia
$577K -$39.1K -523 -7%
FFA
1310
Founders Financial Alliance
North Carolina
$575K – – –
BCP
1311
Blue Chip Partners
Michigan
$573K -$524 -7 -0.1%
EWP
1312
Elevation Wealth Partners
California
$572K -$2.77K -37 -0.5%
CPIA
1313
Cornell Pochily Investment Advisors
New York
$569K -$7.26K -97 -1%
SCA
1314
Stonebridge Capital Advisors
Minnesota
$569K +$252K +3,362 +86%
NGA
1315
Naples Global Advisors
Florida
$568K -$225 -3 -0%
CIAS
1316
CBIZ Investment Advisory Services
Ohio
$564K +$93.5K +1,249 +21%
AIC
1317
Archer Investment Corporation
Indiana
$564K – – –
BWM
1318
Brophy Wealth Management
New Hampshire
$563K +$540K +7,213 New
CPP
1319
Capasso Planning Partners
South Carolina
$559K +$118K +1,581 +28%
NIC
1320
Northwest Investment Counselors
Oregon
$556K -$22.5K -300 -4%
PWP
1321
Private Wealth Partners
California
$553K – – –
MWM
1322
Maltin Wealth Management
New Jersey
$552K +$529K +7,071 New
HWA
1323
Hilltop Wealth Advisors
North Carolina
$552K – – –
IFWM
1324
Institute for Wealth Management
Colorado
$552K – – –
KFI
1325
Key Financial Inc
Pennsylvania
$550K -$2.62K -35 -0.5%
51 52
53
54 55