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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1626
Total Wealth Planning
Ohio
$293K – – –
DWA
1627
Delap Wealth Advisory
Oregon
$293K +$308K +4,171 New
OW
1628
Olistico Wealth
Oklahoma
$293K -$86.8K -1,177 -22%
IA
1629
Insight Advisors
Pennsylvania
$293K -$5.75K -78 -2%
RCM
1630
Requisite Capital Management
Texas
$293K +$307K +4,162 New
QC
1631
Quadrature Capital
United Kingdom
$292K +$306K +4,147 New
ACM
1632
Alamar Capital Management
California
$291K – – –
ANBT
1633
American National Bank & Trust
Texas
$291K -$2.58K -35 -0.8%
UBV
1634
United Bank (Virginia)
Virginia
$289K -$91.9K -1,246 -23%
AA
1635
Advisory Alpha
Michigan
$288K +$302K +4,094 New
EFG
1636
Embree Financial Group
Illinois
$286K -$1.92K -26 -0.6%
VWA
1637
VERITY Wealth Advisors
United States
$285K – – –
CIM
1638
Confluence Investment Management
Missouri
$284K +$298K +4,043 New
HF
1639
Holcombe Financial
Georgia
$283K +$298K +4,033 New
GC
1640
GatePass Capital
Ohio
$283K +$297K +4,029 New
UW
1641
Unique Wealth
Florida
$283K +$297K +4,028 New
PRP
1642
Peak Retirement Planning
Ohio
$281K +$295K +4,003 New
PMFA
1643
Plante Moran Financial Advisors
Michigan
$280K +$15.9K +216 +6%
NHC
1644
Nicholas Hoffman & Company
Georgia
$278K -$3.1K -42 -1%
WPC
1645
White Pine Capital
Minnesota
$277K – – –
LWMNY
1646
Landmark Wealth Management (New York)
New York
$276K +$1.11K +15 +0.4%
PW
1647
PUREfi Wealth
Massachusetts
$275K +$288K +3,909 New
JPWM
1648
Jamison Private Wealth Management
Georgia
$274K -$1.92K -26 -0.7%
HA
1649
Huntleigh Advisors
Missouri
$272K +$285K +3,866 New
AIA
1650
AssuredPartners Investment Advisors
Florida
$271K +$285K +3,858 New
64 65
66
67 68