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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1626
Cassady Schiller Wealth Management
Ohio
$216K – – –
BPWM
1627
Badgley Phelps Wealth Managers
Washington
$216K -$36.6K -497 -14%
TFG
1628
Taylor Financial Group
Virginia
$215K – – –
TPWA
1629
Twin Peaks Wealth Advisors
California
$214K -$43.3K -588 -17%
HWM
1630
HighMark Wealth Management
Minnesota
$213K -$11.3K -154 -5%
ACM
1631
AlphaStar Capital Management
North Carolina
$213K +$216K +2,932 New
CSIC
1632
Clifford Swan Investment Counsel
California
$210K -$4.78K -65 -2%
TAM
1633
Titleist Asset Management
Texas
$209K +$10.9K +148 +5%
TLA
1634
Tanglewood Legacy Advisors
Texas
$208K – – –
AB
1635
Atlas Brown
Kentucky
$207K +$210K +2,853 New
FAG
1636
Fortitude Advisory Group
Washington
$207K – – –
HAC
1637
Harbor Advisory Corp
New Hampshire
$207K – – –
WFL
1638
Wealth Forward LLC
North Dakota
$205K – – –
IWP
1639
Innova Wealth Partners
Pennsylvania
$205K +$207K +2,817 New
CKAIS
1640
Christensen King & Associates Investment Services
Washington
$203K +$74 +1 +0%
4WM
1641
49 Wealth Management
Texas
$203K +$205K +2,787 New
KFP
1642
Keener Financial Planning
Texas
$202K -$115K -1,568 -36%
WFO
1643
Wealthgate Family Office
Colorado
$202K – – –
AWC
1644
Adamsbrown Wealth Consultants
Kansas
$201K +$204K +2,769 New
PFA
1645
Pathway Financial Advisors
Vermont
$201K +$204K +2,766 New
AWM
1646
Activest Wealth Management
Florida
$197K +$199K +2,711 New
RIL
1647
Rothschild Investment LLC
Illinois
$197K – – –
SA
1648
Scarborough Advisors
Maryland
$196K +$3.02K +41 +2%
DJSG
1649
D.J. St. Germain
Massachusetts
$195K +$21.5K +292 +12%
FFA
1650
Frazier Financial Advisors
Ohio
$192K +$3.53K +48 +2%
64 65
66
67 68