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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1426
Private Wealth Partners
California
$536K -$135K -1,805 -20%
CGPCS
1427
Capital Group Private Client Services
California
$536K +$3.21K +43 +0.6%
GWM
1428
Grand Wealth Management
Michigan
$535K -$41.6K -556 -7%
IF
1429
Ironwood Financial
Arizona
$535K +$17K +227 +3%
MCM
1430
M1 Capital Management
Michigan
$534K +$165K +2,212 +46%
AIC
1431
Archer Investment Corporation
Indiana
$533K – – –
BOC
1432
Blue Oak Capital
California
$532K -$61.3K -820 -10%
NAM
1433
NTV Asset Management
West Virginia
$532K +$525K +7,026 New
AUB
1434
Atlantic Union Bankshares
Virginia
$531K -$137K -1,832 -21%
HWM
1435
Horizon Wealth Management
Illinois
$531K +$9.65K +129 +2%
CSS
1436
Cubist Systematic Strategies
Connecticut
$528K -$289K -3,860 -36%
STA
1437
Smith Thornton Advisors
Alabama
$527K – – –
EWP
1438
Elevation Wealth Partners
California
$527K +$27.6K +369 +6%
PA
1439
Procyon Advisors
Connecticut
$525K +$95.8K +1,281 +23%
FTA
1440
Financial & Tax Architects
Missouri
$524K +$518K +6,931 New
LC
1441
Lavaca Capital
Texas
$522K -$245K -3,272 -32%
SWA
1442
SFMG Wealth Advisors
Texas
$522K +$180K +2,407 +54%
AI
1443
Accredited Investors
Minnesota
$519K +$44.6K +597 +10%
RCM
1444
Radnor Capital Management
Pennsylvania
$519K +$103K +1,371 +25%
PVI
1445
Pine Valley Investments
New Jersey
$519K -$46.7K -625 -8%
LWM
1446
LJI Wealth Management
Indiana
$518K – – –
CNBTD
1447
Citizens National Bank Trust Department
Mississippi
$518K +$422K +5,650 +471%
QWM
1448
Quadcap Wealth Management
Texas
$513K -$259K -3,463 -34%
VCP
1449
Vista Capital Partners
Oregon
$512K – – –
RW
1450
RVW Wealth
California
$509K -$60.3K -807 -11%
56 57
58
59 60