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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1726
Fortitude Advisory Group
Washington
$441K +$436K +4,930 New
FAM
1727
Frontier Asset Management
Wyoming
$439K +$434K +4,912 New
RFG
1728
Range Financial Group
Oregon
$439K +$88 +1 +0%
FMP
1729
Financial Management Professionals
Texas
$438K -$29.6K -335 -6%
BF
1730
BOK Financial
Oklahoma
$436K +$114K +1,290 +36%
PP
1731
Patten & Patten
Tennessee
$435K – – –
SAM
1732
Satovsky Asset Management
New York
$434K +$8.13K +92 +2%
TCM
1733
Tran Capital Management
California
$434K +$10.2K +115 +2%
EAM
1734
Everstar Asset Management
North Carolina
$434K -$11.8K -134 -3%
EA
1735
Everpar Advisors
Oklahoma
$433K +$428K +4,838 New
KCM
1736
Kathmere Capital Management
Pennsylvania
$433K +$12.4K +140 +3%
TF
1737
Theory Financial
Colorado
$432K – – –
NHC
1738
Nicholas Hoffman & Company
Georgia
$432K +$141K +1,596 +49%
BFA
1739
Beaumont Financial Advisors
Massachusetts
$430K +$173K +1,962 +69%
AMPWP
1740
Alvarez & Marsal Private Wealth Partners
Florida
$429K +$425K +4,801 New
OPF
1741
Old Peak Finance
North Carolina
$429K +$424K +4,799 New
WP
1742
WealthPLAN Partners
Nebraska
$429K +$424K +4,799 New
MHR
1743
Matthew Hamilton Rosenberg
$428K -$25.5K -288 -6%
SFA
1744
Seneca Financial Advisors
New York
$428K +$176K +1,985 +71%
IIL
1745
Insight Inv LLC
California
$428K +$9.73K +110 +2%
NFC
1746
Northstar Financial Companies
Pennsylvania
$424K +$419K +4,740 New
HWMO
1747
Heritage Wealth Management (Ohio)
Ohio
$423K +$53K +599 +14%
TWM
1748
Tolleson Wealth Management
Texas
$422K +$417K +4,720 New
IWM
1749
Iams Wealth Management
Nebraska
$421K +$16.6K +188 +4%
SI
1750
Seeds Investor
New York
$419K +$23.6K +267 +6%
68 69
70
71 72