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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
1676
Heritage Wealth Management (Ohio)
Ohio
$336K -$4.05K -51 -1%
PFW
1677
Petros Family Wealth
Minnesota
$335K -$140K -1,770 -31%
ACA
1678
American Capital Advisory
Idaho
$334K -$91.9K -1,158 -22%
XF
1679
XML Financial
Maryland
$333K +$71.4K +900 +29%
RFA
1680
Register Financial Advisors
Georgia
$333K -$9.76K -123 -3%
GKWIM
1681
Gerber Kawasaki Wealth & Investment Management
California
$332K +$11.6K +146 +4%
FF
1682
Farrow Financial
Vermont
$332K -$7.3K -92 -2%
GFPC
1683
Global Financial Private Client
Florida
$328K +$312K +3,927 New
GC
1684
GatePass Capital
Ohio
$327K -$64.2K -809 -17%
CFSG
1685
Community Financial Services Group
Vermont
$326K – – –
BIP
1686
Blue Investment Partners
California
$326K +$310K +3,903 New
FLA
1687
Financial Life Advisors
Texas
$325K -$57.7K -727 -16%
FMTC
1688
Farmers & Merchants Trust Company
California
$322K +$306K +3,861 New
ETS
1689
ESL Trust Services
New York
$320K – – –
CGL
1690
Clarius Group LLC
Washington
$319K +$303K +3,821 New
AWM
1691
Adams Wealth Management
Utah
$319K -$41.5K -523 -12%
CI
1692
CacheTech Inc
Utah
$319K -$41.5K -523 -12%
SWA
1693
Serenus Wealth Advisors
California
$317K – – –
LWL
1694
Leo Wealth LLC
Texas
$317K +$23.9K +301 +8%
TCMP
1695
Thrive Capital Management (Pennsylvania)
Pennsylvania
$317K +$301K +3,793 New
LHC
1696
Little House Capital
Massachusetts
$316K -$88.7K -1,118 -23%
SGK
1697
Steigerwald Gordon & Koch
Virginia
$315K -$17.9K -225 -6%
CPIA
1698
Cornell Pochily Investment Advisors
New York
$315K -$277K -3,496 -48%
MA
1699
Modus Advisors
Minnesota
$314K -$11.1K -140 -4%
FFA
1700
Frazier Financial Advisors
Ohio
$314K +$3.89K +49 +1%
66 67
68
69 70