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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1376
RVW Wealth
California
$530K – – –
SCA
1377
Stonebridge Capital Advisors
Minnesota
$527K +$15.3K +208 +3%
T
1378
Tidemark
California
$526K -$7.23K -98 -1%
PVI
1379
Pine Valley Investments
New Jersey
$526K -$22.9K -311 -4%
CWS
1380
Cypress Wealth Services
California
$525K -$1.33K -18 -0.2%
LOPW
1381
Live Oak Private Wealth
North Carolina
$524K -$24.2K -328 -4%
NLWP
1382
Next Level Wealth Planning
Idaho
$523K +$549K +7,435 New
HIGP
1383
Hill Investment Group Partners
Missouri
$522K +$548K +7,422 New
AFM
1384
Armstrong Fleming & Moore
District of Columbia
$520K – – –
MAWA
1385
Moss Adams Wealth Advisors
Washington
$519K -$73.8K -1,000 -12%
FFA
1386
Founders Financial Alliance
North Carolina
$517K -$664 -9 -0.1%
FIA
1387
FPC Investment Advisory
California
$517K +$518K +7,023 New
FWA
1388
FSM Wealth Advisors
Ohio
$516K +$280K +3,793 +109%
RCG
1389
Regatta Capital Group
California
$514K -$14.8K -200 -3%
CIAS
1390
CBIZ Investment Advisory Services
Ohio
$513K +$5.75K +78 +1%
SB
1391
Simmons Bank
Arkansas
$513K +$28.7K +389 +6%
CPIA
1392
Cornell Pochily Investment Advisors
New York
$512K -$885 -12 -0.2%
SIA
1393
Summit Investment Advisors
Maryland
$511K +$496K +6,725 New
NGA
1394
Naples Global Advisors
Florida
$507K -$4.35K -59 -0.8%
MFWP
1395
Mosaic Family Wealth Partners
Missouri
$507K +$25.9K +351 +5%
CAM
1396
Concorde Asset Management
Michigan
$506K -$18.2K -247 -3%
MWM
1397
Maltin Wealth Management
New Jersey
$505K +$8.93K +121 +2%
SCM
1398
Sunbeam Capital Management
Georgia
$505K +$530K +7,188 New
IFWM
1399
Institute for Wealth Management
Colorado
$505K +$8.48K +115 +2%
PPP
1400
Private Portfolio Partners
New Jersey
$499K +$20.4K +276 +4%
54 55
56
57 58