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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
201
Cranbrook Wealth Management
Michigan
$28.9M -$5.15M -87,569 -16%
SPIA
202
Steward Partners Investment Advisory
New York
$28.9M +$321K +5,462 +1%
NA
203
NewEdge Advisors
Louisiana
$28.4M +$9.43M +160,264 +32%
IWC
204
Integrated Wealth Concepts
Massachusetts
$28.3M -$1.09M -18,591 -4%
BWM
205
BerganKDV Wealth Management
Minnesota
$28.1M +$1.36M +23,179 +5%
AWC
206
Abundance Wealth Counselors
Pennsylvania
$27.9M -$13.6M -231,196 -34%
MPW
207
MA Private Wealth
California
$27.8M +$1.34M +22,752 +5%
SIRP
208
Shelter Insurance Retirement Plan
Missouri
$27.7M -$9.6M -163,161 -27%
FFW
209
Fusion Family Wealth
New York
$26.9M +$16.7M +283,306 +184%
NQWM
210
Northwest Quadrant Wealth Management
Oregon
$26.9M -$174K -2,959 -0.7%
DT
211
Daniels + Tansey
Delaware
$26.8M +$5.6M +95,189 +28%
ANTB
212
AMG National Trust Bank
Colorado
$26.6M +$1.39M +23,650 +6%
BPA
213
Beacon Pointe Advisors
California
$26.5M +$4.34M +73,734 +21%
F
214
F3Logic
Minnesota
$26.3M -$6.17M -104,751 -20%
GBS
215
Gallagher Benefit Services
Illinois
$26.3M +$25.1M +427,020 New
KA
216
Klingman & Associates
New York
$26.3M +$9.14M +155,376 +57%
AWS
217
Atria Wealth Solutions
New York
$26.2M -$44.8K -761 -0.2%
AIM
218
Acropolis Investment Management
Missouri
$25.9M -$657K -11,158 -3%
TLFA
219
True Link Financial Advisors
California
$25.7M +$2.03M +34,508 +9%
FCH
220
Freestone Capital Holdings
Washington
$25.7M +$22.8M +387,244 +1,336%
AWM
221
AE Wealth Management
Kansas
$25.5M -$2.26M -38,390 -8%
RWG
222
Ratio Wealth Group
Colorado
$25.3M +$3.94M +67,016 +20%
BCI
223
Brinker Capital Investments
Pennsylvania
$24.9M +$60K +1,019 +0.3%
SHWM
224
Smith & Howard Wealth Management
Georgia
$24.8M +$3.27M +55,638 +16%
HW
225
Hancock Whitney
Mississippi
$24.6M +$8.17M +138,771 +53%
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