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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1526
Sage Mountain Advisors
Georgia
$259K +$997 +14 +0.4%
CWM
1527
Compass Wealth Management
Connecticut
$258K – – –
HFS
1528
Hoge Financial Services
Pennsylvania
$258K – – –
BPWM
1529
Badgley Phelps Wealth Managers
Washington
$257K +$23.1K +324 +10%
CNB
1530
Camden National Bank
Maine
$257K +$13.3K +187 +6%
OBWG
1531
Onyx Bridge Wealth Group
New York
$257K -$18.7K -263 -7%
LWL
1532
Leo Wealth LLC
Texas
$256K – – –
DDC
1533
DF Dent & Co
Maryland
$255K – – –
HB
1534
HTLF Bank
Colorado
$253K +$243K +3,415 New
S
1535
Sunpointe
Missouri
$253K +$28.4K +399 +13%
PSA
1536
Plum Street Advisors
Louisiana
$253K +$231K +3,243 New
FA
1537
Fortis Advisors
Pennsylvania
$252K +$242K +3,397 New
VWWMG
1538
Vermillion & White Wealth Management Group
Pennsylvania
$252K – – –
ETIA
1539
Epic Trust Investment Advisors
Washington
$251K -$88.8K -1,248 -27%
EWM
1540
Elmwood Wealth Management
California
$250K +$240K +3,374 New
RIS
1541
Retirement Income Solutions
Michigan
$249K – – –
GL
1542
Gerber LLC
Ohio
$249K – – –
PFG
1543
Pinnacle Financial Group
Illinois
$249K – – –
GAM
1544
Gemmer Asset Management
California
$248K – – –
VA
1545
Vident Advisory
Georgia
$248K +$22K +309 +10%
VCM
1546
Versant Capital Management
Arizona
$248K – – –
SCA
1547
Stonebridge Capital Advisors
Minnesota
$247K +$16.3K +229 +7%
TL
1548
Tradewinds LLC
North Carolina
$247K +$237K +3,331 New
AWA
1549
Alta Wealth Advisors
Massachusetts
$247K -$1.99K -28 -0.8%
CSB
1550
City State Bank
Iowa
$247K – – –
60 61
62
63 64