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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1501
Forum Financial Management
Illinois
$507K -$324K -4,081 -40%
M
1502
MOTCO
Texas
$507K +$334K +4,204 +211%
VIPI
1503
Vista Investment Partners II
Indiana
$503K -$135K -1,700 -22%
SI
1504
Stonekeep Investments
New Mexico
$503K +$177K +2,231 +59%
MCM
1505
MontVue Capital Management
Virginia
$501K – – –
DWM
1506
Dakota Wealth Management
Florida
$498K +$23.3K +294 +5%
CCP
1507
Clarkston Capital Partners
Michigan
$495K – – –
TWP
1508
Triad Wealth Partners
Kansas
$495K +$241K +3,041 +105%
SM
1509
Sensible Money
Arizona
$492K +$397 +5 +0.1%
NL
1510
Navalign LLC
California
$492K -$212K -2,674 -31%
ELM
1511
Elite Life Management
Florida
$491K – – –
CAM
1512
CPA Asset Management
Florida
$490K -$14.5K -183 -3%
SIS
1513
Sound Income Strategies
Florida
$490K +$9.37K +118 +2%
AIM
1514
Advyzon Investment Management
Illinois
$488K +$464K +5,847 New
FGC
1515
Financial Gravity Companies
Texas
$487K +$463K +5,835 New
RF
1516
Rossby Financial
Florida
$483K -$1.19K -15 -0.3%
PWM
1517
Penobscot Wealth Management
Maine
$482K +$458K +5,771 New
TFA
1518
TPG Financial Advisors
Oregon
$480K -$69.7K -878 -13%
CFG
1519
Carter Financial Group
Illinois
$479K +$455K +5,736 New
MA
1520
MBA Advisors
Pennsylvania
$478K +$10.3K +130 +2%
HNWA
1521
Henrickson Nauta Wealth Advisors
Michigan
$478K – – –
MCM
1522
MidAtlantic Capital Management
Virginia
$477K – – –
BWM
1523
BCGM Wealth Management
Indiana
$475K -$7.78K -98 -2%
HBW
1524
Hazlett, Burt & Watson
West Virginia
$474K +$16K +201 +4%
AIS
1525
Accredited Investor Services
Minnesota
$473K – – –
59 60
61
62 63