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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1626
Fortis Capital Management
Washington
$672K +$288 +3 +0%
CP
1627
Capital Planning
Washington
$671K – – –
PWMAG
1628
Pinnacle Wealth Management Advisory Group
New Jersey
$670K +$2.5K +26 +0.4%
A
1629
Argentarii
Ohio
$669K – – –
TWP
1630
TFO Wealth Partners
Ohio
$668K +$21K +219 +3%
SIS
1631
Sound Income Strategies
Florida
$667K +$672 +7 +0.1%
CD
1632
Chapin Davis
Maryland
$665K -$23.4K -244 -3%
IFWM
1633
Institute for Wealth Management
Colorado
$665K -$62.6K -652 -9%
BHBT
1634
Burke & Herbert Bank & Trust
Virginia
$665K +$86.7K +903 +15%
ACA
1635
AllStreet Capital Advisors
California
$664K +$115K +1,194 +21%
KAM
1636
KEB Asset Management
Illinois
$664K -$5.57K -58 -0.8%
RIL
1637
Rothschild Investment LLC
Illinois
$664K +$222K +2,314 +51%
LIA
1638
Lynx Investment Advisory
District of Columbia
$661K +$59.6K +620 +10%
PWM
1639
PMG Wealth Management
Illinois
$660K -$37.9K -395 -5%
HWA
1640
Hilltop Wealth Advisors
North Carolina
$660K -$1.06K -11 -0.2%
LOWM
1641
Laurel Oak Wealth Management
New Jersey
$660K -$17.8K -185 -3%
PWA
1642
Prairie Wealth Advisors
Nebraska
$659K – – –
DWM
1643
Destination Wealth Management
California
$658K -$35.1K -365 -5%
SWM
1644
SeaCrest Wealth Management
New York
$658K -$171K -1,783 -21%
RWA
1645
River Wealth Advisors
Pennsylvania
$655K +$59.3K +617 +10%
LWM
1646
Lyell Wealth Management
California
$653K -$67.2K -700 -9%
DM
1647
Diversified Management
Wisconsin
$652K +$34.4K +358 +6%
CA
1648
CGN Advisors
Kansas
$652K -$9.51K -99 -1%
KFAS
1649
Keating Financial Advisory Services
Kansas
$651K -$378K -3,932 -37%
KPWG
1650
KFA Private Wealth Group
Virginia
$649K +$116K +1,204 +22%
64 65
66
67 68