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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1501
Alta Wealth Advisors
Massachusetts
$541K -$22.7K -267 -4%
IA
1502
Invested Advisors
Pennsylvania
$538K +$645K +7,593 New
LWM
1503
LJI Wealth Management
Indiana
$537K -$41.5K -489 -7%
VCM
1504
Versant Capital Management
Arizona
$537K -$13.1K -154 -2%
LC
1505
Lavaca Capital
Texas
$537K – – –
EWM
1506
EPG Wealth Management
Georgia
$536K -$8.33K -98 -2%
CWM
1507
Chicago Wealth Management
Illinois
$536K -$2.55K -30 -0.5%
HP
1508
Holistic Planning
Texas
$535K -$70K -824 -12%
GIM
1509
Goelzer Investment Management
Indiana
$534K -$561K -6,599 -52%
FWIA
1510
Fort Washington Investment Advisors
Ohio
$534K -$22.1K -260 -4%
SFC
1511
Sprinkle Financial Consultants
Colorado
$533K – – –
RG
1512
Rathbones Group
United Kingdom
$533K – – –
IPWA
1513
International Private Wealth Advisors
California
$531K +$45.2K +532 +10%
GS
1514
GTS Securities
Florida
$529K +$201K +2,364 +64%
SI
1515
Stonekeep Investments
New Mexico
$525K -$935 -11 -0.2%
FFM
1516
Forum Financial Management
Illinois
$524K -$6.37K -75 -1%
SHJ
1517
Sharkey, Howes & Javer
Colorado
$520K +$49.5K +583 +11%
CCP
1518
Clarkston Capital Partners
Michigan
$518K – – –
NL
1519
Navalign LLC
California
$514K – – –
LWCFA
1520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$513K +$291K +3,422 +145%
RF
1521
Rossby Financial
Florida
$512K +$3.48K +41 +0.7%
SM
1522
Sensible Money
Arizona
$512K -$2.89K -34 -0.6%
IPW
1523
Inlet Private Wealth
Florida
$509K +$48.3K +569 +11%
ANB
1524
Amarillo National Bank
Texas
$508K +$494K +5,819 New
MCM
1525
MontVue Capital Management
Virginia
$507K -$16.7K -196 -3%
59 60
61
62 63