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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
1526
Nixon Peabody Trust
Massachusetts
$312K – – –
NHC
1527
Nicholas Hoffman & Company
Georgia
$312K – – –
G
1528
GenTrust
Florida
$311K +$53.1K +709 +22%
AIM
1529
Anchor Investment Management
South Carolina
$309K – – –
EAM
1530
Everstar Asset Management
North Carolina
$308K +$296K +3,952 New
WPC
1531
White Pine Capital
Minnesota
$308K -$14.2K -190 -5%
JPWM
1532
Jamison Private Wealth Management
Georgia
$306K – – –
LWMNY
1533
Landmark Wealth Management (New York)
New York
$306K -$4.19K -56 -1%
BRIA
1534
Balanced Rock Investment Advisors
Massachusetts
$305K +$11.2K +150 +4%
CD
1535
Chapin Davis
Maryland
$304K -$74.6K -996 -20%
VT
1536
Vise Technologies
New York
$303K +$290K +3,878 New
AWA
1537
Amplius Wealth Advisors
Pennsylvania
$302K -$82.9K -1,107 -22%
BAMG
1538
Brand Asset Management Group
Missouri
$301K – – –
RFP
1539
Root Financial Partners
California
$300K -$114K -1,526 -28%
RGC
1540
Roberts, Glore & Co
Illinois
$299K – – –
FMII
1541
Farmers & Merchants Investments Inc
Nebraska
$298K +$150K +2,006 +111%
SGK
1542
Steigerwald Gordon & Koch
Virginia
$298K +$286K +3,817 New
GWANC
1543
Guardian Wealth Advisors (North Carolina)
North Carolina
$297K -$3.59K -48 -1%
CCWM
1544
Cassaday & Co Wealth Management
Virginia
$296K -$91K -1,215 -24%
PMFA
1545
Plante Moran Financial Advisors
Michigan
$294K -$13K -174 -4%
TCWM
1546
Total Clarity Wealth Management
Illinois
$293K -$599 -8 -0.2%
SCM
1547
Seascape Capital Management
New Hampshire
$293K – – –
RPGK
1548
Retirement Planning Group (Kansas)
Kansas
$289K – – –
GPW
1549
Gray Private Wealth
Massachusetts
$288K – – –
PCS
1550
Personal CFO Solutions
New Jersey
$287K +$276K +3,682 New
60 61
62
63 64