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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1626
OneAscent Financial Services
Alabama
$371K +$46.5K +586 +15%
PWM
1627
PBMares Wealth Management
Virginia
$370K -$14.7K -185 -4%
MHIC
1628
Marble Harbor Investment Counsel
Massachusetts
$369K – – –
WSWA
1629
Warren Street Wealth Advisors
California
$368K +$55.6K +700 +19%
PRP
1630
Peak Retirement Planning
Ohio
$367K +$24.5K +309 +8%
LWA
1631
Lowe Wealth Advisors
Maryland
$367K +$7.94K +100 +2%
SAM
1632
Secure Asset Management
Michigan
$367K +$26.7K +336 +8%
NPF
1633
Norris Perne & French
Michigan
$365K – – –
KPWG
1634
KFA Private Wealth Group
Virginia
$365K +$5.16K +65 +2%
RP
1635
Rowlandmiller & Partners
Georgia
$364K – – –
CT
1636
Clearstead Trust
Maine
$363K +$160K +2,020 +87%
VIM
1637
Vista Investment Management
Pennsylvania
$363K -$1.59K -20 -0.5%
FFC
1638
First Financial Corp
Indiana
$363K -$21.3K -269 -6%
RPCA
1639
Running Point Capital Advisors
California
$362K – – –
OW
1640
Olistico Wealth
Oklahoma
$361K +$13.5K +170 +4%
AF
1641
Amara Financial
California
$360K +$79K +996 +30%
HS
1642
Horan Securities
United States
$360K +$342K +4,315 New
HAIM
1643
Hunter Associates Investment Management
Pennsylvania
$360K – – –
CCM
1644
Canal Capital Management
Virginia
$355K +$337K +4,252 New
FA
1645
FC Advisory
Pennsylvania
$354K +$337K +4,245 New
BTWM
1646
Baker Tilly Wealth Management
Wisconsin
$354K +$159 +2 +0%
HWP
1647
Hibernia Wealth Partners
Louisiana
$354K +$336K +4,237 New
CNTOF
1648
Canandaigua National Trust of Florida
New York
$353K – – –
GF
1649
Gries Financial
Ohio
$353K -$3.73K -47 -1%
VA
1650
Vident Advisory
Georgia
$352K -$79 -1 -0%
64 65
66
67 68