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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1576
Sheets Smith Wealth Management
North Carolina
$240K -$27.8K -378 -10%
ZIG
1577
Zullo Investment Group
Pennsylvania
$239K -$28.5K -387 -11%
G
1578
GenTrust
Florida
$238K – – –
WWG
1579
West Wealth Group
California
$238K +$241K +3,271 New
HB
1580
HTLF Bank
Colorado
$236K -$12.2K -166 -5%
LS
1581
Leelyn Smith
Illinois
$235K +$5.81K +79 +3%
CPCM
1582
Cardinal Point Capital Management
Ontario, Canada
$235K +$11.2K +152 +5%
JFGLC
1583
Johnson Financial Group LLC (Colorado)
Colorado
$234K +$237K +3,226 New
DA
1584
Detalus Advisors
Missouri
$234K +$3.09K +42 +1%
WAG
1585
Winthrop Advisory Group
Massachusetts
$234K -$154K -2,089 -39%
AT
1586
American Trust
Kentucky
$233K +$1.91K +26 +0.8%
TCOTS
1587
Trust Company of the South
North Carolina
$232K – – –
WJWM
1588
Williams Jones Wealth Management
New York
$232K -$76.5K -1,039 -25%
CCWM
1589
Correct Capital Wealth Management
Missouri
$231K – – –
CCG
1590
Catalina Capital Group
California
$231K +$6.7K +91 +3%
NOI
1591
Newton One Investments
Delaware
$231K +$4.19K +57 +2%
RWA
1592
River Wealth Advisors
Pennsylvania
$231K -$34.5K -469 -13%
CAWM
1593
Capital Advisors Wealth Management
Washington
$230K – – –
VA
1594
Vident Advisory
Georgia
$229K -$13.9K -189 -6%
BA
1595
Bellwether Advisors
Nebraska
$228K +$147 +2 +0.1%
PWMG
1596
Private Wealth Management Group
New Jersey
$228K +$139K +1,884 +151%
GCP
1597
Gill Capital Partners
Colorado
$228K – – –
EB
1598
Emprise Bank
Kansas
$228K – – –
GWM
1599
Gitterman Wealth Management
New Jersey
$227K – – –
BFG
1600
Baron Financial Group
New Jersey
$227K +$1.1K +15 +0.5%
62 63
64
65 66