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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2226
BOS Asset Management
Illinois
$212K +$210K +2,191 New
FDS
2227
Freedom Day Solutions
Texas
$211K +$210K +2,187 New
TIA
2228
Traphagen Investment Advisors
New Jersey
$210K +$208K +2,169 New
PHS
2229
Pekin Hardy Strauss
Illinois
$209K +$208K +2,165 New
VBFP
2230
Valtinson Bruner Financial Planning
Minnesota
$206K -$15.6K -162 -7%
JPMIA
2231
J.P. Marvel Investment Advisors
Massachusetts
$206K +$205K +2,130 New
YAL
2232
Your Advocates Ltd
Texas
$205K +$11.4K +119 +6%
CWG
2233
Cornerstone Wealth Group
North Carolina
$205K +$204K +2,120 New
MMHP
2234
Murphy Middleton Hinkle & Parker
Georgia
$205K +$204K +2,119 New
CA
2235
Clune & Associates
Illinois
$204K -$17.7K -184 -8%
MWP
2236
Meridian Wealth Partners
Pennsylvania
$204K -$24K -250 -11%
RFA
2237
Rollins Financial Advisors
New York
$204K +$203K +2,109 New
CCA
2238
Checchi Capital Advisers
California
$203K +$202K +2,107 New
TF
2239
Tenon Financial
New Jersey
$202K -$30.4K -316 -13%
AWP
2240
Axis Wealth Partners
Rhode Island
$202K +$201K +2,095 New
AAS
2241
Annex Advisory Services
Wisconsin
$201K +$200K +2,083 New
LWP
2242
Laurel Wealth Planning
Minnesota
$201K -$73.7K -767 -27%
PP
2243
Prosperity Planning
Missouri
$200K -$15.1K -157 -7%
NSG
2244
Nalls Sherbakoff Group
Tennessee
$196K +$3.07K +32 +2%
GWP
2245
Gen-Wealth Partners
Michigan
$195K – – –
PWMG
2246
Private Wealth Management Group
New Jersey
$188K – – –
APW
2247
Allied Private Wealth
Florida
$187K +$187K +1,943 New
IIL
2248
Insight Inv LLC
California
$182K -$67.2K -700 -27%
SFAM
2249
Sawyer Falduto Asset Management
Illinois
$178K +$140K +1,453 +371%
BL
2250
BFSG LLC
California
$175K +$5K +52 +3%
88 89
90
91 92