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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
1301
Peak Planning Group
Colorado
$586K -$44.8K -599 -7%
RCG
1302
Regatta Capital Group
California
$586K -$8.76K -117 -2%
CWS
1303
Cypress Wealth Services
California
$585K +$23.4K +312 +4%
EW
1304
Enzi Wealth
Texas
$584K – – –
AIA
1305
Armor Investment Advisors
North Carolina
$583K – – –
IC
1306
Inscription Capital
Texas
$583K – – –
CAM
1307
Concorde Asset Management
Michigan
$581K -$1.57K -21 -0.3%
SWM
1308
Selective Wealth Management
Virginia
$581K -$3.82K -51 -0.7%
NC
1309
Napatree Capital
Rhode Island
$581K +$557K +7,441 New
AFM
1310
Armstrong Fleming & Moore
District of Columbia
$577K -$39.1K -523 -7%
FFA
1311
Founders Financial Alliance
North Carolina
$575K – – –
BCP
1312
Blue Chip Partners
Michigan
$573K -$524 -7 -0.1%
EWP
1313
Elevation Wealth Partners
California
$572K -$2.77K -37 -0.5%
CPIA
1314
Cornell Pochily Investment Advisors
New York
$569K -$7.26K -97 -1%
SCA
1315
Stonebridge Capital Advisors
Minnesota
$569K +$252K +3,362 +86%
NGA
1316
Naples Global Advisors
Florida
$568K -$225 -3 -0%
CIAS
1317
CBIZ Investment Advisory Services
Ohio
$564K +$93.5K +1,249 +21%
AIC
1318
Archer Investment Corporation
Indiana
$564K – – –
BWM
1319
Brophy Wealth Management
New Hampshire
$563K +$540K +7,213 New
CPP
1320
Capasso Planning Partners
South Carolina
$559K +$118K +1,581 +28%
NIC
1321
Northwest Investment Counselors
Oregon
$556K -$22.5K -300 -4%
PWP
1322
Private Wealth Partners
California
$553K – – –
MWM
1323
Maltin Wealth Management
New Jersey
$552K +$529K +7,071 New
HWA
1324
Hilltop Wealth Advisors
North Carolina
$552K – – –
IFWM
1325
Institute for Wealth Management
Colorado
$552K – – –
51 52
53
54 55