We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1501
Sound Income Strategies
Florida
$435K -$7.1K -95 -2%
WA
1502
Whipplewood Advisors
Colorado
$434K +$1.24M +16,528 +309%
VPP
1503
Vertex Planning Partners
Illinois
$433K +$31.6K +423 +8%
MCM
1504
MidAtlantic Capital Management
Virginia
$433K – – –
CAM
1505
Clark Asset Management
New Hampshire
$431K -$804K -10,758 -65%
AIS
1506
Accredited Investor Services
Minnesota
$429K +$424K +5,672 New
DWM
1507
Dakota Wealth Management
Florida
$429K +$71.2K +952 +20%
BHIA
1508
Birch Hill Investment Advisors
Massachusetts
$429K – – –
PFA
1509
Petra Financial Advisors
Colorado
$428K -$73K -976 -15%
IPW
1510
Inlet Private Wealth
Florida
$428K +$30.6K +409 +8%
BI
1511
Berkeley Inc
Idaho
$426K – – –
BHBT
1512
Burke & Herbert Bank & Trust
Virginia
$425K – – –
MA
1513
MBA Advisors
Pennsylvania
$424K -$2.24K -30 -0.5%
SW
1514
SteelPeak Wealth
California
$423K -$109K -1,460 -21%
EFP
1515
EnRich Financial Partners
Wisconsin
$423K +$11.3K +151 +3%
TC
1516
Trust Company
Kansas
$420K +$16.2K +216 +4%
KCM
1517
Kathmere Capital Management
Pennsylvania
$418K -$1.72K -23 -0.4%
TAM
1518
Townsend Asset Management
North Carolina
$418K -$49.6K -663 -11%
KWA
1519
Kondo Wealth Advisors
California
$416K – – –
LFG
1520
Leverty Financial Group
Wisconsin
$416K -$7.78K -104 -2%
MCA
1521
Maryland Capital Advisors
Maryland
$416K – – –
IAS
1522
Insigneo Advisory Services
Florida
$415K +$1.12K +15 +0.3%
HBW
1523
Hazlett, Burt & Watson
West Virginia
$414K -$154K -2,063 -27%
SBWIC
1524
Schaper Benz & Wise Investment Counsel
Wisconsin
$414K – – –
GRA
1525
Golden Road Advisors
Florida
$413K – – –
59 60
61
62 63