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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1501
Formidable Asset Management
Ohio
$282K +$18.4K +259 +7%
SAI
1502
Savvy Advisors Inc
New York
$280K -$90.5K -1,272 -25%
BRIA
1503
Balanced Rock Investment Advisors
Massachusetts
$279K – – –
SCM
1504
Seascape Capital Management
New Hampshire
$278K – – –
KCFA
1505
Key Client Fiduciary Advisors
New Jersey
$278K – – –
TCWM
1506
Total Clarity Wealth Management
Illinois
$278K +$266K +3,741 New
OC
1507
Oarsman Capital
Wisconsin
$276K -$156K -2,188 -37%
TWM
1508
Trueblood Wealth Management
Ohio
$276K -$2.42K -34 -0.9%
RPGK
1509
Retirement Planning Group (Kansas)
Kansas
$274K -$9.82K -138 -4%
SSWM
1510
Sheets Smith Wealth Management
North Carolina
$273K +$27.1K +381 +12%
ZIG
1511
Zullo Investment Group
Pennsylvania
$273K -$28.1K -395 -10%
NCFG
1512
New Century Financial Group
New Jersey
$272K -$4.34K -61 -2%
RWA
1513
River Wealth Advisors
Pennsylvania
$270K -$88.8K -1,248 -26%
FA
1514
Fiduciary Alliance
South Carolina
$269K -$22.6K -318 -8%
FA
1515
FSA Advisors
Michigan
$269K +$4.34K +61 +2%
TWM
1516
Thrive Wealth Management
Pennsylvania
$268K +$257K +3,617 New
BAM
1517
BOS Asset Management
Illinois
$268K +$257K +3,617 New
IA
1518
Insight Advisors
Pennsylvania
$268K +$21.4K +301 +9%
AAM
1519
Aureus Asset Management
Massachusetts
$268K +$10.3K +145 +4%
ISL
1520
Ingalls & Snyder LLC
New York
$268K -$2.56K -36 -1%
ERWM
1521
Elk River Wealth Management
Colorado
$264K -$631K -8,860 -71%
CWP
1522
Concord Wealth Partners
Virginia
$263K +$59.5K +836 +31%
CD
1523
Chapin Davis
Maryland
$263K +$2.42K +34 +1%
TPWA
1524
Twin Peaks Wealth Advisors
California
$262K -$118K -1,651 -32%
FFM
1525
Forum Financial Management
Illinois
$260K +$2.99K +42 +1%
59 60
61
62 63