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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
1451
Rockland Trust
Massachusetts
$911K +$466K +4,995 +99%
AT
1452
American Trust
Kentucky
$911K -$37.6K -403 -4%
RMP
1453
Richards, Merrill & Peterson
Washington
$905K – – –
BWM
1454
BlackDiamond Wealth Management
New York
$905K +$7.19K +77 +0.8%
WCFA
1455
Walkner Condon Financial Advisors
Wisconsin
$905K -$76.5K -820 -8%
DCM
1456
Donaldson Capital Management
Indiana
$904K – – –
BZWA
1457
Blue Zone Wealth Advisors
California
$901K – – –
FSA
1458
Financial Security Advisor
Virginia
$900K -$7.75K -83 -0.8%
FNBSF
1459
First National Bank Sioux Falls
South Dakota
$899K +$17.2K +184 +2%
HP
1460
Holistic Planning
Texas
$895K -$40.2K -431 -4%
LT
1461
Legacy Trust
Michigan
$893K +$250K +2,681 +37%
WMA
1462
West Michigan Advisors
Michigan
$893K -$43.4K -465 -5%
SFS
1463
Strategic Financial Services
New York
$891K +$919K +9,845 New
IWS
1464
Intentional Wealth Strategies
Colorado
$890K +$918K +9,835 New
MAWA
1465
Moss Adams Wealth Advisors
Washington
$890K – – –
TW
1466
Tempo Wealth
Ohio
$890K +$29.5K +316 +3%
GFG
1467
Genesis Financial Group
New Jersey
$888K +$4.2K +45 +0.5%
CTI
1468
Community Trust & Investment
Kentucky
$886K – – –
PNC
1469
Park National Corp
Ohio
$886K +$913K +9,786 New
HG
1470
Harbor Group
New Hampshire
$878K -$2.15K -23 -0.2%
LCM
1471
Lazari Capital Management
California
$876K – – –
LPFG
1472
Landing Point Financial Group
Ohio
$876K +$123K +1,313 +16%
LA
1473
LWM Advisors
California
$874K +$602K +6,445 +201%
MFG
1474
MTM Financial Group
Pennsylvania
$871K +$194K +2,075 +28%
RFP
1475
RCS Financial Planning
Maryland
$865K +$560 +6 +0.1%
57 58
59
60 61