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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Aviso Wealth Management
Washington
$732K +$724K +8,185 New
A
1502
Argentarii
Ohio
$729K +$721K +8,149 New
DWM
1503
Destination Wealth Management
California
$729K -$9.46K -107 -1%
FP
1504
Financial Perspectives
Minnesota
$727K +$70.9K +802 +11%
MFA
1505
Millington Financial Advisors
Illinois
$726K +$19.1K +216 +3%
SWM
1506
Selective Wealth Management
Virginia
$722K +$3.27K +37 +0.5%
GWA
1507
Genesis Wealth Advisors
Massachusetts
$719K – – –
WWP
1508
Wise Wealth Partners
Arizona
$714K +$1.68K +19 +0.2%
TFA
1509
Transamerica Financial Advisors
Florida
$714K +$279K +3,153 +65%
JESC
1510
J.E. Simmons & Co
Texas
$711K +$702K +7,944 New
SSWG
1511
Seven Springs Wealth Group
Tennessee
$708K – – –
LOPW
1512
Live Oak Private Wealth
North Carolina
$706K -$5.13K -58 -0.7%
BWP
1513
Balboa Wealth Partners
Arizona
$705K +$3.18K +36 +0.5%
VAMG
1514
Voisard Asset Management Group
Michigan
$703K -$28.3K -320 -4%
CCWM
1515
Cassaday & Co Wealth Management
Virginia
$703K +$401K +4,534 +136%
CCC
1516
Compass Capital Corp
Massachusetts
$701K -$55.3K -625 -8%
EFH
1517
Eaton Financial Holdings
Florida
$696K +$20.3K +229 +3%
MWM
1518
Maltin Wealth Management
New Jersey
$692K +$28.1K +318 +4%
RFP
1519
Root Financial Partners
California
$688K -$108K -1,224 -14%
AFM
1520
Armstrong Fleming & Moore
District of Columbia
$687K +$4.16K +47 +0.6%
DOA
1521
D'Orazio & Associates
Virginia
$687K +$82.6K +934 +14%
RSA
1522
River Street Advisors
Illinois
$686K -$1.06K -12 -0.2%
MCCP
1523
Mission Creek Capital Partners
California
$684K +$45.3K +512 +7%
DDC
1524
DF Dent & Co
Maryland
$683K – – –
KWM
1525
Kingsman Wealth Management
Florida
$682K +$12.7K +144 +2%
59 60
61
62 63