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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1526
Intentional Wealth Strategies
Colorado
$825K -$124K -1,289 -13%
CHAM
1527
Clear Harbor Asset Management
Connecticut
$825K -$10.6K -110 -1%
FF
1528
Foundry Financial
California
$824K +$12.2K +127 +2%
FC
1529
Fulcrum Capital
Washington
$823K -$2.98K -31 -0.4%
BEC
1530
Blue Edge Capital
Virginia
$822K +$166K +1,727 +25%
DCM
1531
Dudley Capital Management
Virginia
$821K – – –
AWM
1532
Aviso Wealth Management
Washington
$820K +$25.4K +264 +3%
GKWIM
1533
Gerber Kawasaki Wealth & Investment Management
California
$820K +$73.6K +766 +10%
SWGC
1534
Summit Wealth Group (Colorado)
Colorado
$812K +$71.4K +743 +10%
CW
1535
Cedarwood Wealth
Colorado
$812K +$1.34K +14 +0.2%
KLI
1536
Kelman-Lazarov Inc
Tennessee
$811K -$32.2K -335 -4%
BWP
1537
Balboa Wealth Partners
Arizona
$808K +$50.3K +524 +7%
BAM
1538
Beaumont Asset Management
Texas
$805K -$4.32K -45 -0.5%
GWS
1539
Glassman Wealth Services
Virginia
$804K -$7.3K -76 -0.9%
DOA
1540
D'Orazio & Associates
Virginia
$801K +$55.3K +576 +7%
SSWG
1541
Seven Springs Wealth Group
Tennessee
$801K +$45.5K +474 +6%
ST
1542
Sageworth Trust
Pennsylvania
$801K – – –
KPWM
1543
KDK Private Wealth Management
Texas
$801K -$40.8K -425 -5%
GFA
1544
Godfrey Financial Associates
New York
$800K +$1.82K +19 +0.2%
RWC
1545
Rare Wolf Capital
Washington
$797K – – –
KIG
1546
Kennedy Investment Group
New Jersey
$795K +$791K +8,231 New
SAW
1547
Signal Advisors Wealth
Michigan
$792K +$420K +4,371 +114%
KBFS
1548
Kohmann Bosshard Financial Services
Ohio
$791K -$1.73K -18 -0.2%
SHGA
1549
Sand Hill Global Advisors
California
$789K +$288 +3 +0%
SWM
1550
Selective Wealth Management
Virginia
$788K +$30.4K +317 +4%
60 61
62
63 64