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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1801
Arbor Wealth Advisors
Michigan
$218K – – –
MCP
1802
Mirador Capital Partners
California
$218K – – –
SIG
1803
Stonegate Investment Group
Alabama
$218K +$215K +2,878 New
AFA
1804
Allium Financial Advisors
Oregon
$218K +$215K +2,877 New
CPWA
1805
Cerro Pacific Wealth Advisors
California
$217K – – –
SGI
1806
Swan Global Investments
Colorado
$216K -$205K -2,738 -49%
OP
1807
ORG Partners
Indiana
$216K -$1.68M -22,493 -89%
AFG
1808
ABLE Financial Group
Arizona
$216K +$213K +2,852 New
ARC
1809
Advisor Resource Council
Texas
$215K -$210K -2,804 -50%
FOA
1810
Five Oceans Advisors
California
$215K -$20.2K -270 -9%
PWM
1811
Paulson Wealth Management
Illinois
$214K +$212K +2,829 New
PGF
1812
Plan Group Financial
Oklahoma
$214K +$211K +2,827 New
WFL
1813
Wealth Forward LLC
North Dakota
$214K +$211K +2,826 New
NS
1814
NBC Securities
Alabama
$213K +$211K +2,821 +282,100%
AWP
1815
Axis Wealth Partners
Rhode Island
$212K +$210K +2,804 New
KFP
1816
Keener Financial Planning
Texas
$212K – – –
SFA
1817
Seneca Financial Advisors
New York
$212K +$209K +2,801 New
BA
1818
Bridgewater Advisors
New York
$211K +$200K +2,680 New
TIM
1819
Tevis Investment Management
Texas
$209K – – –
WWG
1820
West Wealth Group
California
$209K +$206K +2,750 New
DA
1821
Drake & Associates
Wisconsin
$209K +$206K +2,757 New
ST
1822
Somerset Trust
Pennsylvania
$208K +$206K +2,756 New
PP
1823
Prosperity Planning
Missouri
$208K -$19.6K -262 -9%
PWM
1824
Pines Wealth Management
North Carolina
$208K -$45.3K -606 -17%
CCFM
1825
Clear Creek Financial Management
Washington
$207K -$55.6K -744 -21%
71 72
73
74 75