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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
2176
Valtinson Bruner Financial Planning
Minnesota
$208K -$17.9K -192 -8%
LWA
2177
LifeGoal Wealth Advisors
New York
$207K – – –
CCG
2178
Catalina Capital Group
California
$207K +$213K +2,286 New
TNBTD
2179
Trustmark National Bank Trust Department
Mississippi
$206K – – –
IWM
2180
IMG Wealth Management
Florida
$206K -$86.1K -922 -29%
EPAM
2181
Evelyn Partners Asset Management
$206K +$137K +1,470 +184%
PWP
2182
Pursue Wealth Partners
California
$205K – – –
CT
2183
Clearstead Trust
Maine
$204K -$105K -1,129 -33%
GSWM
2184
Greenup Street Wealth Management
Michigan
$204K +$210K +2,249 New
NPF
2185
Norris Perne & French
Michigan
$203K -$208K -2,232 -50%
FNWM
2186
Financial Network Wealth Management
Utah
$203K -$114K -1,217 -35%
HA
2187
HFG Advisors
Ohio
$203K – – –
BCM
2188
Bienville Capital Management
New York
$203K +$209K +2,240 New
SFS
2189
Summit Financial Strategies
Ohio
$202K -$12.9K -138 -6%
CCA
2190
Clearwater Capital Advisors
Illinois
$202K +$209K +2,235 New
PP
2191
Prosperity Planning
Missouri
$202K -$1.68K -18 -0.8%
CWL
2192
Causey Wealth LLC
Colorado
$202K -$28.5K -305 -12%
WA
2193
WealthTrust Axiom
Pennsylvania
$201K -$7.84K -84 -4%
BBFA
2194
Brindle & Bay Financial Advisors
Texas
$201K +$207K +2,218 New
EGA
2195
E&G Advisors
Texas
$201K +$207K +2,218 New
EB
2196
Emprise Bank
Kansas
$201K -$13.8K -148 -6%
LC
2197
Lavelle Capital
California
$200K +$206K +2,211 New
PSB
2198
Piscataqua Savings Bank
New Hampshire
$199K – – –
AAG
2199
Armstrong Advisory Group
Massachusetts
$199K – – –
SEP
2200
Signature Equity Partners
Ohio
$191K -$9.52K -102 -5%
86 87
88
89 90