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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1501
Sage Mountain Advisors
Georgia
$245K -$132 -2 -0.1%
HFS
1502
Hoge Financial Services
Pennsylvania
$244K +$229K +3,475 New
GPA
1503
Guerra Pan Advisors
New Jersey
$244K – – –
AAM
1504
Aureus Asset Management
Massachusetts
$244K +$19.6K +297 +9%
DA
1505
Detalus Advisors
Missouri
$244K -$8.9K -135 -4%
CSIC
1506
Clifford Swan Investment Counsel
California
$243K – – –
DIP
1507
DT Investment Partners
Pennsylvania
$243K +$228K +3,463 New
FFM
1508
Forum Financial Management
Illinois
$243K +$228K +3,456 New
LWL
1509
Leo Wealth LLC
Texas
$243K +$228K +3,452 New
ST
1510
Somerset Trust
Pennsylvania
$242K +$226K +3,435 New
DDC
1511
DF Dent & Co
Maryland
$241K – – –
FP
1512
Financial Perspectives
Minnesota
$240K +$1.32K +20 +0.6%
WAG
1513
Winthrop Advisory Group
Massachusetts
$239K +$224K +3,399 New
VWWMG
1514
Vermillion & White Wealth Management Group
Pennsylvania
$238K +$223K +3,389 New
RIS
1515
Retirement Income Solutions
Michigan
$236K -$11.2K -170 -5%
PPWP
1516
Premier Path Wealth Partners
New Jersey
$236K +$232K +3,519 New
AWA
1517
Alta Wealth Advisors
Massachusetts
$236K -$87.5K -1,327 -28%
GL
1518
Gerber LLC
Ohio
$236K +$221K +3,357 New
GLA
1519
Good Life Advisors
Pennsylvania
$236K -$38.5K -584 -15%
EW
1520
Evoke Wealth
California
$236K -$1.64M -24,914 -88%
PFG
1521
Pinnacle Financial Group
Illinois
$236K – – –
GAM
1522
Gemmer Asset Management
California
$235K – – –
VCM
1523
Versant Capital Management
Arizona
$235K – – –
PP
1524
Patten & Patten
Tennessee
$235K – – –
MAG
1525
Mayfair Advisory Group
Alabama
$234K -$22.9K -348 -9%
59 60
61
62 63