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iShares Core MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1601
Centurion Wealth Management
Virginia
$575K -$10.8K -122 -2%
Y-Intercept (HK)
1602
Y-Intercept (HK)
Hong Kong
$574K +$568K +6,419 New
EG
1603
Ellerson Group
Maryland
$572K – – –
KMWM
1604
Keudell/Morrison Wealth Management
Oregon
$570K +$563K +6,370 New
GRA
1605
Golden Road Advisors
Florida
$569K +$8.05K +91 +1%
CIAS
1606
CBIZ Investment Advisory Services
Ohio
$567K +$4.42K +50 +0.8%
SIS
1607
Sound Income Strategies
Florida
$566K +$67.3K +761 +14%
KFP
1608
Keener Financial Planning
Texas
$564K +$227K +2,569 +69%
CD
1609
Chapin Davis
Maryland
$563K – – –
RP
1610
Riverwater Partners
Wisconsin
$562K -$32.1K -363 -5%
North Star Asset Management
1611
North Star Asset Management
Wisconsin
$561K +$554K +6,270 New
VP
1612
Verum Partners
North Carolina
$560K -$58.8K -665 -10%
E
1613
EntreWealth
Texas
$558K +$516K +5,836 New
AWA
1614
Alta Wealth Advisors
Massachusetts
$558K +$3.71K +42 +0.7%
OCM
1615
Osterweis Capital Management
California
$558K – – –
JSAM
1616
J. Safra Asset Management
New York
$558K – – –
JRPCML
1617
J. R. Prunier Capital Management LLC
Massachusetts
$557K +$551K +6,229 New
CWM
1618
Chicago Wealth Management
Illinois
$555K +$5.57K +63 +1%
LWM
1619
LJI Wealth Management
Indiana
$553K +$3.01K +34 +0.6%
CSWG
1620
Cardinal Strategic Wealth Guidance
Kentucky
$552K -$129K -1,459 -19%
Loring Wolcott & Coolidge Fiduciary Advisors
1621
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$552K – – –
EWM
1622
EPG Wealth Management
Georgia
$550K +$531 +6 +0.1%
VCM
1623
Versant Capital Management
Arizona
$550K – – –
CFS
1624
Compass Financial Services
Iowa
$549K +$58.3K +659 +12%
EW
1625
Enzi Wealth
Texas
$547K -$23K -260 -4%