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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1451
Institute for Wealth Management
Colorado
$617K +$3.4K +40 +0.6%
FGAM
1452
Financial Gravity Asset Management
Texas
$617K +$600K +7,067 New
RW
1453
RVW Wealth
California
$616K – – –
KWA
1454
Kondo Wealth Advisors
California
$614K – – –
HWA
1455
Hilltop Wealth Advisors
North Carolina
$613K – – –
FIA
1456
FPC Investment Advisory
California
$613K – – –
PA
1457
Planning Alternatives
Michigan
$613K +$32.9K +387 +6%
HWM
1458
Horizon Wealth Management
Illinois
$608K – – –
VH
1459
Visionary Horizons
Tennessee
$606K +$590K +6,942 New
KAM
1460
KEB Asset Management
Illinois
$605K +$18.1K +213 +3%
VP
1461
Verum Partners
North Carolina
$605K -$245K -2,884 -29%
KFA
1462
Kelleher Financial Advisors
New York
$603K +$587K +6,912 New
SHGA
1463
Sand Hill Global Advisors
California
$600K – – –
RCM
1464
Radnor Capital Management
Pennsylvania
$599K – – –
EWP
1465
Elevation Wealth Partners
California
$598K -$2.38K -28 -0.4%
BTW
1466
Boston Trust Walden
Massachusetts
$594K +$362K +4,261 +167%
BCMLT
1467
Beacon Capital Management LLC (Tennessee)
Tennessee
$592K +$96K +1,130 +20%
SWA
1468
SOA Wealth Advisors
New York
$591K -$153K -1,806 -21%
AIC
1469
Archer Investment Corporation
Indiana
$590K -$22.2K -261 -4%
CNBTD
1470
Citizens National Bank Trust Department
Mississippi
$589K – – –
DOA
1471
D'Orazio & Associates
Virginia
$589K +$20K +235 +4%
MAS
1472
Madden Advisory Services
Florida
$586K -$739K -8,701 -56%
SC
1473
SummitTX Capital
Texas
$583K -$10.5M -123,519 -95%
RP
1474
Riverwater Partners
Wisconsin
$580K +$135K +1,590 +31%
MFG
1475
MTM Financial Group
Pennsylvania
$578K +$20.2K +238 +4%
57 58
59
60 61