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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
GH
151
Geisinger Health
Pennsylvania
$48.2M -$18.7M -286,000 -28%
BFPW
152
BOK Financial Private Wealth
Colorado
$47.4M -$1.27M -19,444 -3%
NA
153
NewEdge Advisors
Louisiana
$46.6M +$1.89M +28,873 +4%
TF
154
Trek Financial
Arizona
$46.2M -$13.6M -207,339 -23%
FSC
155
Full Sail Capital
Oklahoma
$45.9M -$532K -8,109 -1%
MMA
156
Miracle Mile Advisors
California
$45.3M -$1.05M -16,057 -2%
OWM
157
Olympus Wealth Management
Utah
$45M -$5.24M -79,987 -11%
NYLIM
158
New York Life Investment Management
New York
$44.9M -$5.6M -85,385 -11%
RA
159
Regis Acquisition
Colorado
$44.5M +$43.7M +666,053 New
CFO
160
Callan Family Office
Pennsylvania
$44.5M +$5.38M +82,022 +14%
DLDF
161
Dan L. Duncan Foundation
Texas
$44.5M – – –
BSB
162
Bangor Savings Bank
Maine
$44.2M -$266K -4,059 -0.6%
CZI
163
Chan Zuckerberg Initiative
California
$43.2M +$21.1M +321,354 +99%
IFAM
164
Institutional & Family Asset Management
Colorado
$42.6M +$8.32M +126,974 +25%
TFCP
165
Twin Focus Capital Partners
Massachusetts
$42.5M -$254K -3,874 -0.6%
WA
166
Wilshire Advisors
California
$42.4M -$3.69M -56,279 -8%
CFG
167
Compton Financial Group
Maryland
$41.7M +$77.9K +1,188 +0.2%
MW
168
Marcum Wealth
Ohio
$41.1M -$1.41M -21,566 -3%
LSAG
169
Lake Street Advisors Group
New Hampshire
$40.8M -$995K -15,172 -2%
WSTAM
170
Wilbanks Smith & Thomas Asset Management
Virginia
$40.8M -$878K -13,393 -2%
CCA
171
Conservest Capital Advisors
Pennsylvania
$40.2M +$961K +14,660 +2%
AWA
172
Alaska Wealth Advisors
Alaska
$39.9M +$7.02M +107,123 +22%
BWM
173
Brickley Wealth Management
California
$39.5M +$102K +1,556 +0.3%
LIA
174
LBMC Investment Advisors
Tennessee
$39.4M +$401K +6,117 +1%
FWI
175
Facet Wealth Inc
Maryland
$38.9M -$494K -7,538 -1%
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