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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1751
Concord Wealth Partners
Virginia
$216K +$2.36K +32 +1%
GPA
1752
Guerra Pan Advisors
New Jersey
$215K – – –
RCM
1753
Riggs Capital Management
Utah
$215K +$226K +3,065 New
CWM
1754
Cahill Wealth Management
Michigan
$215K +$3.47K +47 +2%
SPC
1755
Spirepoint Private Client
Florida
$215K -$31.9K -432 -12%
FWMM
1756
Foundation Wealth Management (Missouri)
Missouri
$214K – – –
HAS
1757
HBW Advisory Services
California
$214K +$3.54K +48 +2%
EP
1758
Edgestream Partners
New Jersey
$213K +$224K +3,035 New
IWM
1759
Iams Wealth Management
Nebraska
$213K – – –
WCF
1760
West Coast Financial
California
$213K – – –
PP
1761
Prosperity Planning
Missouri
$212K – – –
SWM
1762
Sugarloaf Wealth Management
Georgia
$212K – – –
CAM
1763
Creekmur Asset Management
Illinois
$211K +$3.39K +46 +2%
BF
1764
Baring Financial
Washington
$210K +$221K +2,994 New
TAM
1765
Titleist Asset Management
Texas
$210K +$17.6K +238 +9%
WCM
1766
WealthBridge Capital Management
Ohio
$209K – – –
FYW
1767
Future You Wealth
New York
$209K +$220K +2,978 New
TIM
1768
Tevis Investment Management
Texas
$209K +$15.3K +208 +8%
RC
1769
Rovin Capital
Arizona
$208K -$8M -108,431 -97%
TFG
1770
Taylor Financial Group
Virginia
$208K – – –
CPP
1771
Capasso Planning Partners
South Carolina
$208K -$310K -4,205 -59%
SFS
1772
Strategic Financial Services
New York
$208K – – –
CICI
1773
Capital Investment Counsel Inc
North Carolina
$207K +$218K +2,949 New
CKAIS
1774
Christensen King & Associates Investment Services
Washington
$207K +$148 +2 +0.1%
LC
1775
Lindbrook Capital
California
$205K -$11.7K -158 -5%
69 70
71
72 73