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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
1401
Beverly Hills Private Wealth
California
$950K +$21.7K +245 +2%
TW
1402
TritonPoint Wealth
Maryland
$945K -$4.63M -52,407 -83%
SPWM
1403
Schrum Private Wealth Management
Florida
$944K +$72.3K +818 +8%
AW
1404
Alteri Wealth
California
$940K -$572K -6,469 -38%
SWM
1405
Silverlake Wealth Management
Vermont
$937K +$156K +1,766 +20%
AT
1406
American Trust
Kentucky
$936K -$171K -1,938 -16%
TI
1407
tru Independence
Oregon
$935K -$10.8K -122 -1%
ABWM
1408
Alpine Bank Wealth Management
Colorado
$933K – – –
WMA
1409
West Michigan Advisors
Michigan
$924K +$29.2K +330 +3%
HP
1410
Holistic Planning
Texas
$923K +$371K +4,194 +69%
SBH
1411
Segall Bryant & Hamill
Illinois
$922K +$177 +2 +0%
ECM
1412
Elgethun Capital Management
South Dakota
$918K +$46.3K +524 +5%
CAM
1413
Capital Asset Management
Colorado
$909K +$898K +10,156 New
FSA
1414
Financial Security Advisor
Virginia
$897K +$887K +10,027 New
RMP
1415
Richards, Merrill & Peterson
Washington
$894K – – –
DCM
1416
Donaldson Capital Management
Indiana
$894K -$1.15K -13 -0.1%
BZWA
1417
Blue Zone Wealth Advisors
California
$891K +$880K +9,955 New
CPC
1418
Consolidated Planning Corp
Georgia
$890K +$31.8K +360 +4%
CPW
1419
Catalyst Private Wealth
California
$890K – – –
PWAC
1420
Private Wealth Advisors (California)
California
$886K +$11.1K +125 +1%
GWL
1421
Generations Wealth LLC
Ohio
$882K +$872K +9,860 New
CGPCS
1422
Capital Group Private Client Services
California
$881K +$36.7K +415 +4%
MAWA
1423
Moss Adams Wealth Advisors
Washington
$880K -$5.22K -59 -0.6%
CTI
1424
Community Trust & Investment
Kentucky
$876K -$3.01K -34 -0.3%
GFG
1425
Genesis Financial Group
New Jersey
$874K +$863K +9,764 New
55 56
57
58 59