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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
GRA
1601
Golden Road Advisors
Florida
$569K +$8.05K +91 +1%
CIAS
1602
CBIZ Investment Advisory Services
Ohio
$567K +$4.42K +50 +0.8%
SIS
1603
Sound Income Strategies
Florida
$566K +$67.3K +761 +14%
KFP
1604
Keener Financial Planning
Texas
$564K +$227K +2,569 +69%
CD
1605
Chapin Davis
Maryland
$563K – – –
RP
1606
Riverwater Partners
Wisconsin
$562K -$32.1K -363 -5%
NSAM
1607
North Star Asset Management
Wisconsin
$561K +$554K +6,270 New
VP
1608
Verum Partners
North Carolina
$560K -$58.8K -665 -10%
E
1609
EntreWealth
Texas
$558K +$516K +5,836 New
AWA
1610
Alta Wealth Advisors
Massachusetts
$558K +$3.71K +42 +0.7%
OCM
1611
Osterweis Capital Management
California
$558K – – –
JSAM
1612
J. Safra Asset Management
New York
$558K – – –
JRPCML
1613
J. R. Prunier Capital Management LLC
Massachusetts
$557K +$551K +6,229 New
CWM
1614
Chicago Wealth Management
Illinois
$555K +$5.57K +63 +1%
LWM
1615
LJI Wealth Management
Indiana
$553K +$3.01K +34 +0.6%
CSWG
1616
Cardinal Strategic Wealth Guidance
Kentucky
$552K -$129K -1,459 -19%
LWCFA
1617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$552K – – –
EWM
1618
EPG Wealth Management
Georgia
$550K +$531 +6 +0.1%
VCM
1619
Versant Capital Management
Arizona
$550K – – –
CFS
1620
Compass Financial Services
Iowa
$549K +$58.3K +659 +12%
EW
1621
Enzi Wealth
Texas
$547K -$23K -260 -4%
IPWA
1622
International Private Wealth Advisors
California
$546K +$2.65K +30 +0.5%
RG
1623
Rathbones Group
United Kingdom
$546K – – –
RWA
1624
River Wealth Advisors
Pennsylvania
$545K +$128K +1,448 +31%
NWA
1625
New World Advisors
Massachusetts
$544K -$38.5K -435 -7%
63 64
65
66 67