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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
1476
Fort Washington Investment Advisors
Ohio
$532K -$13.7K -173 -3%
GJIA
1477
Glass Jacobson Investment Advisors
Maryland
$531K -$187K -2,351 -27%
SCM
1478
Sebold Capital Management
Illinois
$531K -$7.14K -90 -1%
KMWM
1479
Keudell/Morrison Wealth Management
Oregon
$530K -$1.19K -15 -0.2%
GCA
1480
Gradient Capital Advisors
California
$529K -$9.21K -116 -2%
DP
1481
Dearborn Partners
Illinois
$527K +$135K +1,700 +37%
VCM
1482
Versant Capital Management
Arizona
$526K -$11.8K -149 -2%
AO
1483
Advisor OS
Illinois
$525K +$556 +7 +0.1%
TI
1484
Tidal Investments
Wisconsin
$524K -$65.8K -829 -12%
GRA
1485
Golden Road Advisors
Florida
$523K +$63.5K +800 +15%
NLWP
1486
Next Level Wealth Planning
Idaho
$521K -$124K -1,565 -20%
EWM
1487
EPG Wealth Management
Georgia
$521K +$476 +6 +0.1%
JSAM
1488
J. Safra Asset Management
New York
$521K +$495K +6,239 New
CPWM
1489
Cypress Point Wealth Management
Texas
$520K -$134K -1,689 -21%
CIAS
1490
CBIZ Investment Advisory Services
Ohio
$519K -$16.7K -211 -3%
RT
1491
Rockland Trust
Massachusetts
$518K +$192K +2,423 +64%
CWM
1492
Chicago Wealth Management
Illinois
$515K – – –
OC
1493
Oarsman Capital
Wisconsin
$513K -$90.2K -1,136 -16%
LC
1494
Lavaca Capital
Texas
$513K -$60.2K -758 -11%
EW
1495
Enzi Wealth
Texas
$513K – – –
AP
1496
Appleton Partners
Massachusetts
$512K +$56.7K +715 +13%
SFC
1497
Sprinkle Financial Consultants
Colorado
$510K +$8.57K +108 +2%
RG
1498
Rathbones Group
United Kingdom
$509K -$33.1K -417 -6%
AWM
1499
Angeles Wealth Management
California
$508K +$416K +5,247 +626%
FFM
1500
Forum Financial Management
Illinois
$507K -$324K -4,081 -40%
58 59
60
61 62