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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1801
Golden State Wealth Management
California
$421K -$59.8K -641 -12%
CG
1802
Curat Global
New Hampshire
$421K +$401K +4,300 +1,268%
CWM
1803
Concentrum Wealth Management
California
$420K +$433K +4,636 New
MKW
1804
Mullaney, Keating & Wright
Connecticut
$419K – – –
LWA
1805
Lifelong Wealth Advisors
Minnesota
$419K – – –
TF
1806
Theory Financial
Colorado
$417K – – –
HWAM
1807
Hennion & Walsh Asset Management
New Jersey
$417K +$78K +836 +22%
PPC
1808
Pennington Partners & Co
Maryland
$416K – – –
GA
1809
GSG Advisors
New Jersey
$416K – – –
XF
1810
XML Financial
Maryland
$416K -$94.4K -1,011 -18%
GI
1811
GLOBALT Investments
Georgia
$416K – – –
WHC
1812
Wulff, Hansen & Co
California
$415K – – –
TCMP
1813
Thrive Capital Management (Pennsylvania)
Pennsylvania
$414K +$2.52K +27 +0.6%
DCM
1814
DGS Capital Management
New Jersey
$413K +$24.1K +258 +6%
RIL
1815
Rothschild Investment LLC
Illinois
$413K +$133K +1,421 +45%
PFG
1816
PAX Financial Group
Texas
$412K -$36.7K -393 -8%
FWP
1817
Flatrock Wealth Partners
California
$411K +$24.1K +258 +6%
DAS
1818
Diversify Advisory Services
Utah
$410K -$7.43M -79,618 -95%
VIM
1819
Vista Investment Management
Pennsylvania
$409K +$4.57K +49 +1%
AWM
1820
Avondale Wealth Management
Texas
$407K – – –
NAM
1821
NorthCrest Asset Manangement
Minnesota
$407K +$202K +2,159 +94%
NPT
1822
Nixon Peabody Trust
Massachusetts
$404K +$6.35K +68 +2%
SSA
1823
Shepherd Street Advisors
California
$402K +$42.5K +455 +11%
APG
1824
Abacus Planning Group
South Carolina
$402K +$415K +4,445 New
ACM
1825
AlphaStar Capital Management
North Carolina
$402K -$97.9K -1,049 -19%
71 72
73
74 75