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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
1551
Vertex Planning Partners
Illinois
$646K -$8.13K -92 -1%
EPW
1552
Evolve Private Wealth
California
$643K +$636K +7,190 New
LT
1553
Legacy Trust
Michigan
$643K -$30.1K -340 -5%
TCOTS
1554
Trust Company of the South
North Carolina
$642K +$315K +3,558 +98%
SC
1555
Schoolcraft Capital
Colorado
$641K – – –
RW
1556
RVW Wealth
California
$639K +$7.52K +85 +1%
FF
1557
Foundry Financial
California
$636K +$628K +7,107 New
OC
1558
Oarsman Capital
Wisconsin
$634K +$184K +2,081 +42%
1SB
1559
1ST Source Bank
Indiana
$634K +$627K +7,085 New
VFPW
1560
Vantage Financial Partners (Wisconsin)
Wisconsin
$631K -$22.2K -251 -3%
KWA
1561
Kondo Wealth Advisors
California
$629K – – –
FIA
1562
FPC Investment Advisory
California
$628K – – –
HWM
1563
Horizon Wealth Management
Illinois
$623K +$265 +3 +0%
NFG
1564
Northeast Financial Group
Pennsylvania
$623K -$13K -147 -2%
QWM
1565
Quadcap Wealth Management
Texas
$621K +$28.6K +323 +5%
OFS
1566
Oldfather Financial Services
Nebraska
$620K +$613K +6,935 New
KAM
1567
KEB Asset Management
Illinois
$620K +$88 +1 +0%
PWP
1568
Phillips Wealth Planners
Mississippi
$619K +$121K +1,367 +26%
TAM
1569
Titleist Asset Management
Texas
$619K +$383K +4,329 +167%
SWGC
1570
Summit Wealth Group (Colorado)
Colorado
$615K +$608K +6,874 New
RCG
1571
Regatta Capital Group
California
$614K -$27.7K -313 -4%
EWP
1572
Elevation Wealth Partners
California
$613K +$1.06K +12 +0.2%
XPN
1573
XY Planning Network
Montana
$613K +$247K +2,793 +69%
HWA
1574
Hilltop Wealth Advisors
North Carolina
$612K -$16.2K -183 -3%
SWA
1575
SOA Wealth Advisors
New York
$611K +$5.04K +57 +0.8%
61 62
63
64 65