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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1501
Savvy Advisors Inc
New York
$280K -$90.5K -1,272 -25%
BRIA
1502
Balanced Rock Investment Advisors
Massachusetts
$279K – – –
SCM
1503
Seascape Capital Management
New Hampshire
$278K – – –
KCFA
1504
Key Client Fiduciary Advisors
New Jersey
$278K – – –
TCWM
1505
Total Clarity Wealth Management
Illinois
$278K +$266K +3,741 New
OC
1506
Oarsman Capital
Wisconsin
$276K -$156K -2,188 -37%
TWM
1507
Trueblood Wealth Management
Ohio
$276K -$2.42K -34 -0.9%
RPGK
1508
Retirement Planning Group (Kansas)
Kansas
$274K -$9.82K -138 -4%
SSWM
1509
Sheets Smith Wealth Management
North Carolina
$273K +$27.1K +381 +12%
ZIG
1510
Zullo Investment Group
Pennsylvania
$273K -$28.1K -395 -10%
NCFG
1511
New Century Financial Group
New Jersey
$272K -$4.34K -61 -2%
RWA
1512
River Wealth Advisors
Pennsylvania
$270K -$88.8K -1,248 -26%
FA
1513
Fiduciary Alliance
South Carolina
$269K -$22.6K -318 -8%
FA
1514
FSA Advisors
Michigan
$269K +$4.34K +61 +2%
TWM
1515
Thrive Wealth Management
Pennsylvania
$268K +$257K +3,617 New
BAM
1516
BOS Asset Management
Illinois
$268K +$257K +3,617 New
IA
1517
Insight Advisors
Pennsylvania
$268K +$21.4K +301 +9%
AAM
1518
Aureus Asset Management
Massachusetts
$268K +$10.3K +145 +4%
ISL
1519
Ingalls & Snyder LLC
New York
$268K -$2.56K -36 -1%
ERWM
1520
Elk River Wealth Management
Colorado
$264K -$631K -8,860 -71%
CWP
1521
Concord Wealth Partners
Virginia
$263K +$59.5K +836 +31%
CD
1522
Chapin Davis
Maryland
$263K +$2.42K +34 +1%
TPWA
1523
Twin Peaks Wealth Advisors
California
$262K -$118K -1,651 -32%
FFM
1524
Forum Financial Management
Illinois
$260K +$2.99K +42 +1%
OPWM
1525
Oxinas Partners Wealth Management
Indiana
$259K -$3.27K -46 -1%
59 60
61
62 63