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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1676
Rathbones Group
United Kingdom
$602K +$13K +135 +2%
DP
1677
Dearborn Partners
Illinois
$600K +$21.6K +225 +4%
CWM
1678
Chicago Wealth Management
Illinois
$598K -$1.15K -12 -0.2%
LWCFA
1679
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$598K +$38.4K +400 +7%
TF
1680
Thayer Financial
North Carolina
$594K +$74.5K +776 +14%
FFM
1681
Forum Financial Management
Illinois
$593K -$36K -375 -6%
EWM
1682
EPG Wealth Management
Georgia
$593K -$192 -2 -0%
SFC
1683
Sprinkle Financial Consultants
Colorado
$593K +$16.5K +172 +3%
SSCA
1684
South Shore Capital Advisors
Massachusetts
$586K +$29.2K +304 +5%
SCG
1685
Sonata Capital Group
Washington
$582K +$578K +6,021 New
ZF
1686
Zhang Financial
Michigan
$580K +$21.5K +224 +4%
IPWA
1687
International Private Wealth Advisors
California
$580K -$10.5K -109 -2%
EWM
1688
Elevation Wealth Management
Minnesota
$579K -$28K -291 -5%
BHWM
1689
Bellars Harris Wealth Management
Virginia
$578K +$575K +5,983 New
LWM
1690
LJI Wealth Management
Indiana
$578K -$12.7K -132 -2%
BFG
1691
Berger Financial Group
Minnesota
$577K +$8.93K +93 +2%
S
1692
Sunpointe
Missouri
$577K +$574K +5,975 New
NLWP
1693
Next Level Wealth Planning
Idaho
$577K -$23.5K -245 -4%
HWAM
1694
Hennion & Walsh Asset Management
New Jersey
$577K +$132K +1,370 +30%
EWS
1695
Eagle Wealth Strategies
New Jersey
$576K +$147K +1,526 +34%
BC
1696
Burney Company
Virginia
$574K +$101K +1,052 +21%
SPWM
1697
Schrum Private Wealth Management
Florida
$573K -$437K -4,548 -39%
IA
1698
Invested Advisors
Pennsylvania
$572K – – –
RDWM
1699
Red Door Wealth Management
Tennessee
$570K +$8.64K +90 +2%
SFG
1700
Synergy Financial Group
California
$569K +$17.3K +180 +3%
66 67
68
69 70