We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Compass Wealth Management
Connecticut
$245K +$97.4K +1,477 +74%
SMA
1502
Sage Mountain Advisors
Georgia
$245K -$132 -2 -0.1%
HFS
1503
Hoge Financial Services
Pennsylvania
$244K +$229K +3,475 New
GPA
1504
Guerra Pan Advisors
New Jersey
$244K – – –
AAM
1505
Aureus Asset Management
Massachusetts
$244K +$19.6K +297 +9%
DA
1506
Detalus Advisors
Missouri
$244K -$8.9K -135 -4%
CSIC
1507
Clifford Swan Investment Counsel
California
$243K – – –
DIP
1508
DT Investment Partners
Pennsylvania
$243K +$228K +3,463 New
FFM
1509
Forum Financial Management
Illinois
$243K +$228K +3,456 New
LWL
1510
Leo Wealth LLC
Texas
$243K +$228K +3,452 New
ST
1511
Somerset Trust
Pennsylvania
$242K +$226K +3,435 New
DDC
1512
DF Dent & Co
Maryland
$241K – – –
FP
1513
Financial Perspectives
Minnesota
$240K +$1.32K +20 +0.6%
WAG
1514
Winthrop Advisory Group
Massachusetts
$239K +$224K +3,399 New
VWWMG
1515
Vermillion & White Wealth Management Group
Pennsylvania
$238K +$223K +3,389 New
RIS
1516
Retirement Income Solutions
Michigan
$236K -$11.2K -170 -5%
PPWP
1517
Premier Path Wealth Partners
New Jersey
$236K +$232K +3,519 New
AWA
1518
Alta Wealth Advisors
Massachusetts
$236K -$87.5K -1,327 -28%
GL
1519
Gerber LLC
Ohio
$236K +$221K +3,357 New
GLA
1520
Good Life Advisors
Pennsylvania
$236K -$38.5K -584 -15%
EW
1521
Evoke Wealth
California
$236K -$1.64M -24,914 -88%
PFG
1522
Pinnacle Financial Group
Illinois
$236K – – –
GAM
1523
Gemmer Asset Management
California
$235K – – –
VCM
1524
Versant Capital Management
Arizona
$235K – – –
PP
1525
Patten & Patten
Tennessee
$235K – – –
59 60
61
62 63