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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1501
Confluence Wealth Services
Pennsylvania
– -$330K -4,761 Closed
SFG
1502
SevenBridge Financial Group
Pennsylvania
– -$324K -4,659 Closed
AWP
1503
Ascent Wealth Partners
New York
– -$321K -4,616 Closed
PCM
1504
Poehling Capital Management
Wisconsin
– -$320K -4,605 Closed
RW
1505
Rede Wealth
Virginia
– -$315K -4,537 Closed
TGAM
1506
TBH Global Asset Management
Tennessee
– -$300K -4,316 Closed
MCM
1507
Maryland Capital Management
Maryland
– -$299K -4,307 Closed
LWM
1508
Lyell Wealth Management
California
– -$297K -4,268 Closed
FWP
1509
Firethorn Wealth Partners
Georgia
– -$296K -4,255 Closed
VHAM
1510
Van Hulzen Asset Management
California
– -$295K -4,237 Closed
BFG
1511
Barber Financial Group
Kansas
– -$291K -4,189 Closed
AWA
1512
Acorn Wealth Advisors
Michigan
– -$289K -4,161 Closed
RFA
1513
RTD Financial Advisors
Pennsylvania
– -$283K -4,065 Closed
NWMG
1514
National Wealth Management Group
Ohio
– -$268K -3,857 Closed
CGL
1515
Clarius Group LLC
Washington
– -$279K -3,732 Closed
PFG
1516
Pinnacle Financial Group
Illinois
– -$256K -3,684 Closed
H
1517
HoyleCohen
California
– -$255K -3,672 Closed
ARIS
1518
Advanced Research Investment Solutions
California
– -$254K -3,659 Closed
AIA
1519
Avalon Investment & Advisory
Texas
– -$254K -3,655 Closed
BOC
1520
Bull Oak Capital
California
– -$253K -3,643 Closed
CCT
1521
Capital City Trust
Florida
– -$249K -3,581 Closed
RDIA
1522
RE Dickinson Investment Advisors
Iowa
– -$248K -3,566 Closed
BFG
1523
Berger Financial Group
Minnesota
– -$243K -3,495 Closed
FG
1524
Foster Group
Iowa
– -$241K -3,466 Closed
BFA
1525
BMS Financial Advisors
South Dakota
– -$238K -3,429 Closed
59 60
61
62 63