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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
1326
TD Waterhouse Canada
Ontario, Canada
$408K +$199K +3,024 +119%
RI
1327
Ridgewood Investments
New Jersey
$407K – – –
DOA
1328
D'Orazio & Associates
Virginia
$406K +$381K +5,776 New
LFG
1329
Leverty Financial Group
Wisconsin
$406K +$8.44K +128 +2%
JIC
1330
Joel Isaacson & Co
New York
$405K +$28.2K +428 +8%
RDWM
1331
Red Door Wealth Management
Tennessee
$405K – – –
BHIA
1332
Birch Hill Investment Advisors
Massachusetts
$404K -$99.9K -1,516 -21%
DI
1333
DDFG Inc
California
$402K +$1.71K +26 +0.5%
LHC
1334
Little House Capital
Massachusetts
$399K +$14.6K +221 +4%
GRA
1335
Golden Road Advisors
Florida
$396K +$371K +5,635 New
WJA
1336
Willis Johnson & Associates
Texas
$395K +$12.9K +196 +4%
BHBT
1337
Burke & Herbert Bank & Trust
Virginia
$395K – – –
CPP
1338
Capasso Planning Partners
South Carolina
$393K -$15.3K -232 -4%
CW
1339
Connectus Wealth
Ohio
$388K +$11.1K +169 +3%
RB
1340
Renasant Bank
Mississippi
$387K -$217K -3,297 -37%
MFG
1341
Mendota Financial Group
Wisconsin
$385K +$143K +2,171 +66%
SBWIC
1342
Schaper Benz & Wise Investment Counsel
Wisconsin
$385K – – –
EFG
1343
Ethos Financial Group
Pennsylvania
$384K +$21K +319 +6%
CAM
1344
CPA Asset Management
Florida
$384K – – –
AWM
1345
Adams Wealth Management
Utah
$383K +$359K +5,443 New
PWP
1346
Phillips Wealth Planners
Mississippi
$382K +$85.3K +1,294 +30%
PCH
1347
PGIM Custom Harvest
New Jersey
$381K +$357K +5,418 New
CIM
1348
Confluence Investment Management
Missouri
$379K +$355K +5,386 New
UBV
1349
United Bank (Virginia)
Virginia
$375K – – –
CAP
1350
Columbia Advisory Partners
Washington
$374K -$103K -1,564 -23%
52 53
54
55 56