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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1576
Central Bank & Trust
Kentucky
$206K – – –
DWA
1577
Delap Wealth Advisory
Oregon
$204K +$191K +2,894 New
CG
1578
Caprock Group
Idaho
$203K +$190K +2,888 New
HP
1579
Hyperion Partners
Pennsylvania
$202K +$190K +2,877 New
PMG
1580
ProVise Management Group
Florida
$202K +$189K +2,875 New
SMC
1581
Smith, Moore & Co
Missouri
$202K +$189K +2,874 New
BFM
1582
Boston Financial Management
Massachusetts
$201K +$188K +2,859 New
ETS
1583
ESL Trust Services
New York
$201K +$188K +2,858 New
SIMG
1584
Sonora Investment Management Group
Arizona
$201K +$188K +2,852 New
FAG
1585
Fortitude Advisory Group
Washington
$200K +$188K +2,850 New
HAC
1586
Harbor Advisory Corp
New Hampshire
$200K +$188K +2,849 New
CIA
1587
Cape Investment Advisory
Georgia
$195K +$163K +2,475 +817%
CWP
1588
Concord Wealth Partners
Virginia
$191K -$63.3K -961 -26%
PMFA
1589
Plante Moran Financial Advisors
Michigan
$189K +$15K +227 +9%
MHR
1590
Matthew Hamilton Rosenberg
$187K +$5.47K +83 +3%
ANBT
1591
American National Bank & Trust
Texas
$183K – – –
FFA
1592
Frazier Financial Advisors
Ohio
$183K +$171K +2,598 New
T
1593
Tidemark
California
$183K +$171K +2,597 New
SWM
1594
Sanctuary Wealth Management
Idaho
$180K +$169K +2,560 New
CSWM
1595
Cassady Schiller Wealth Management
Ohio
$180K – – –
RIL
1596
Rothschild Investment LLC
Illinois
$179K -$315K -4,784 -65%
AAG
1597
Armstrong Advisory Group
Massachusetts
$173K +$4.68K +71 +3%
CB
1598
Centennial Bank
Arkansas
$169K – – –
RCM
1599
Richardson Capital Management
Wisconsin
$169K +$158K +2,403 New
LFASL
1600
Lugano Financial Advisors SA (LFA)
Switzerland
$168K +$157K +2,382 New
62 63
64
65 66