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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
1701
Legacy Capital Wealth Partners
Arkansas
$468K +$32.2K +364 +3%
DF
1702
Downshift Financial
Colorado
$467K +$441K +4,989 New
DWA
1703
Delap Wealth Advisory
Oregon
$466K +$461K +5,211 New
APP
1704
Avantax Planning Partners
Iowa
$464K -$15.4K -174 -3%
SHJ
1705
Sharkey, Howes & Javer
Colorado
$464K -$67.9K -768 -13%
SVWG
1706
Shared Vision Wealth Group
United States
$463K -$1.06K -12 -0.2%
GKWIM
1707
Gerber Kawasaki Wealth & Investment Management
California
$462K -$32.8K -371 -7%
SPC
1708
Spirepoint Private Client
Florida
$462K +$214K +2,419 +88%
GWM
1709
Grand Wealth Management
Michigan
$461K – – –
HC
1710
Headland Capital
South Carolina
$461K -$26.4K -299 -5%
PAW
1711
Plan A Wealth
Nebraska
$460K – – –
LC
1712
Lavaca Capital
Texas
$459K -$89.6K -1,013 -16%
RPGK
1713
Retirement Planning Group (Kansas)
Kansas
$458K +$2.39K +27 +0.5%
GAM
1714
Gould Asset Management
California
$456K -$49.3K -557 -10%
EFP
1715
EnRich Financial Partners
Wisconsin
$456K -$45.4K -513 -9%
RT
1716
Rockland Trust
Massachusetts
$453K -$534K -6,043 -54%
DWP
1717
Destiny Wealth Partners
Florida
$449K -$707 -8 -0.2%
SIC
1718
Samalin Investment Counsel
New York
$449K +$26.9K +304 +6%
MWM
1719
MorganRosel Wealth Management
Colorado
$447K -$884 -10 -0.2%
AIM
1720
Advyzon Investment Management
Illinois
$447K -$265K -2,992 -37%
CWM
1721
Copia Wealth Management
Oregon
$447K +$2.83K +32 +0.6%
LSPW
1722
Lake Street Private Wealth
Illinois
$444K +$8.49K +96 +2%
CPWM
1723
Cypress Point Wealth Management
Texas
$442K -$10.8K -122 -2%
PFG
1724
PAX Financial Group
Texas
$442K -$368K -4,156 -46%
VW
1725
Vantus Wealth
Pennsylvania
$442K +$437K +4,940 New
67 68
69
70 71