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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1576
Clearview Wealth Advisors
Oregon
$3.4K +$68 +1 +2%
FWM
1577
Focused Wealth Management
New York
$3.24K – – –
RFG
1578
RFP Financial Group
Georgia
$2.89K +$2.92K +43 New
RMC
1579
Resources Management Corp
Connecticut
$2K -$26.3K -388 -94%
FCAS
1580
First Command Advisory Services
Texas
$1.85K – – –
RWM
1581
Ruedi Wealth Management
Illinois
$1.45K +$1.22K +18 +450%
NC
1582
NewSquare Capital
Pennsylvania
$1.42K +$1.42K +21 New
VF
1583
VitalStone Financial
Texas
$1K -$1.02K -15 -65%
IWP
1584
IAG Wealth Partners
Wisconsin
$270 – – –
BIA
1585
Bell Investment Advisors
California
$135 – – –
CZI
1586
Chan Zuckerberg Initiative
California
– -$43.2M -646,319 Closed
CA
1587
Cambridge Associates
Massachusetts
– -$28M -419,429 Closed
IAIM
1588
Industrial Alliance Investment Management
Quebec, Canada
– -$22.1M -330,639 Closed
SIA
1589
Strategic Investment Advisors
Michigan
– -$19.3M -288,902 Closed
HWAM
1590
Hennion & Walsh Asset Management
New Jersey
– -$12.9M -192,438 Closed
DACG
1591
Donor Advised Charitable Giving
California
– -$6.36M -95,086 Closed
CCMG
1592
Clark Capital Management Group
Pennsylvania
– -$6.12M -91,496 Closed
AFS
1593
Amtrust Financial Services
New York
– -$6.02M -90,000 Closed
SCI
1594
Stableford Capital II
Arizona
– -$4.23M -68,682 Closed
PWAG
1595
Polaris Wealth Advisory Group
California
– -$3.06M -45,721 Closed
PAM
1596
Peninsula Asset Management
Florida
– -$2.52M -37,695 Closed
PFA
1597
Pinnacle Family Advisors
Missouri
– -$2.16M -32,344 Closed
1SB
1598
1ST Source Bank
Indiana
– -$1.82M -27,261 Closed
MHS
1599
M Holdings Securities
Oregon
– -$1.12M -16,758 Closed
CWA
1600
CM Wealth Advisors
Ohio
– -$890K -13,092 Closed
62 63
64
65 66