HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IEFA Share Count | ||||
| ST Germain D J Co. Inc. | 83 | 2,389 | +2,306 | +2778.31% |
| Cypress Financial Planning LLC | 3,690 | 67,411 | +63,721 | +1726.86% |
| Octavia Wealth Advisors LLC | 17,514 | 119,769 | +102,255 | +583.85% |
| Wiley BROS. Aintree Capital LLC | 15,004 | 55,738 | +40,734 | +271.49% |
| Kingswood Wealth Advisors LLC | 4,426 | 14,180 | +9,754 | +220.38% |
| Collective Family Office LLC | 4,750 | 14,630 | +9,880 | +208.00% |
| Park Place Capital Corp | 34,978 | 98,434 | +63,456 | +181.42% |
| GAMMA Investing LLC | 2,286 | 6,220 | +3,934 | +172.09% |
| Pacifica Partners Inc. | 913 | 1,966 | +1,053 | +115.33% |
| Sound Income Strategies LLC | 2,280 | 4,869 | +2,589 | +113.55% |
| Parkside Investments LLC | 163,035 | 336,170 | +173,135 | +106.19% |
| Fifth Third Wealth Advisors LLC | 166,874 | 342,698 | +175,824 | +105.36% |
| LongView Wealth Management | 28,701 | 55,809 | +27,108 | +94.45% |
| Sandy Cove Advisors LLC | 16,689 | 30,797 | +14,108 | +84.53% |
| Mayfair Advisory Group LLC | 3,369 | 5,577 | +2,208 | +65.54% |
| Tsfg LLC | 6,498 | 10,594 | +4,096 | +63.03% |
| Financial Management Professionals Inc. | 4,425 | 7,013 | +2,588 | +58.49% |
| Thompson Investment Management Inc. | 562 | 879 | +317 | +56.41% |
| Winthrop Advisory Group LLC | 3,399 | 5,314 | +1,915 | +56.34% |
| Orrstown Financial Services Inc. | 31,120 | 45,465 | +14,345 | +46.10% |
| Revolve Wealth Partners LLC | 345,287 | 502,840 | +157,553 | +45.63% |
| Flagship Harbor Advisors LLC | 18,506 | 26,379 | +7,873 | +42.54% |
| Silverlake Wealth Management LLC | 17,814 | 25,323 | +7,509 | +42.15% |
| Atticus Wealth Management LLC | 355 | 481 | +126 | +35.49% |
| Summit Investment Advisory Services LLC | 3,583 | 4,852 | +1,269 | +35.42% |
| Well Done LLC | 5,923 | 7,960 | +2,037 | +34.39% |
| Single Point Partners LLC | 126,516 | 169,558 | +43,042 | +34.02% |
| Atlas Private Wealth Management | 51,306 | 67,704 | +16,398 | +31.96% |
| FSC Wealth Advisors LLC | 6,582 | 8,672 | +2,090 | +31.75% |
| Affiance Financial LLC | 154,493 | 201,560 | +47,067 | +30.47% |
| Signature Securities Group Corporation | 53,438 | 69,586 | +16,148 | +30.22% |
| Wolff Wiese Magana LLC | 3,226 | 4,125 | +899 | +27.87% |
| Northwest Quadrant Wealth Management LLC | 451,922 | 561,192 | +109,270 | +24.18% |
| Keel Point LLC | 4,505 | 5,592 | +1,087 | +24.13% |
| RDA Financial Network | 7,880 | 9,615 | +1,735 | +22.02% |
| Cyndeo Wealth Partners LLC | 14,969 | 18,122 | +3,153 | +21.06% |
| SeaCrest Wealth Management LLC | 5,898 | 7,073 | +1,175 | +19.92% |
| Berger Financial Group Inc | 4,379 | 5,232 | +853 | +19.48% |
| Park Avenue Securities LLC | 267,250 | 313,772 | +46,522 | +17.41% |
| Aspiriant LLC | 372,290 | 431,250 | +58,960 | +15.84% |
| Legacy Private Trust Co. | 6,556 | 7,540 | +984 | +15.01% |
| Pallas Capital Advisors LLC | 19,701 | 22,631 | +2,930 | +14.87% |
| Kowal Investment Group LLC | 47,075 | 53,921 | +6,846 | +14.54% |
| Signal Advisors Wealth LLC | 10,085 | 11,527 | +1,442 | +14.30% |
| RFG Advisory LLC | 16,047 | 18,297 | +2,250 | +14.02% |
| Foster & Motley Inc. | 16,446 | 18,746 | +2,300 | +13.99% |
| Sunpointe LLC | 3,012 | 3,411 | +399 | +13.25% |
| Roth Financial Partners LLC | 573,565 | 638,494 | +64,929 | +11.32% |
| Aspire Private Capital LLC | 650 | 723 | +73 | +11.23% |
| Richard P Slaughter Associates Inc | 28,320 | 31,475 | +3,155 | +11.14% |
| Disciplined Investments LLC | 17,342 | 19,257 | +1,915 | +11.04% |
| Safeguard Financial LLC | 179,776 | 199,599 | +19,823 | +11.03% |
| Dohj LLC | 200,772 | 222,704 | +21,932 | +10.92% |
| Occidental Asset Management LLC | 21,704 | 24,050 | +2,346 | +10.81% |
| SOA Wealth Advisors LLC. | 7,336 | 8,088 | +752 | +10.25% |
| OneAscent Wealth Management LLC | 51,946 | 57,141 | +5,195 | +10.00% |
| Graybill Bartz & Assoc Ltd. | 6,473 | 7,069 | +596 | +9.21% |
| Ironwood Financial llc | 6,721 | 7,334 | +613 | +9.12% |
| OLD National Bancorp IN | 270,181 | 294,694 | +24,513 | +9.07% |
| RHS Financial LLC | 22,008 | 23,987 | +1,979 | +8.99% |
| CX Institutional | 210,134 | 228,536 | +18,402 | +8.76% |
| Schoolcraft Capital LLC | 7,145 | 7,741 | +596 | +8.34% |
| RMR Wealth Builders | 414,264 | 448,555 | +34,291 | +8.28% |
| Brookstone Capital Management | 37,462 | 40,505 | +3,043 | +8.12% |
| Central Bank & Trust Co. | 2,925 | 3,161 | +236 | +8.07% |
| Diversified Trust Co | 711,680 | 769,094 | +57,414 | +8.07% |
| Stratos Wealth Partners LTD. | 394,136 | 425,333 | +31,197 | +7.92% |
| Morris Financial Concepts Inc. | 161,754 | 174,507 | +12,753 | +7.88% |
| Harbor Investment Advisory LLC | 53,758 | 57,896 | +4,138 | +7.70% |
| Traveka Wealth LLC | 53,702 | 57,494 | +3,792 | +7.06% |
| Pure Financial Advisors Inc. | 2,461,180 | 2,630,546 | +169,366 | +6.88% |
| Stratos Wealth Advisors LLC | 161,795 | 172,713 | +10,918 | +6.75% |
| Brooklyn FI LLC | 44,538 | 47,475 | +2,937 | +6.59% |
| Dixon Mitchell Investment Counsel Inc. | 360,782 | 383,769 | +22,987 | +6.37% |
| Moody National Bank Trust Division | 70,462 | 74,744 | +4,282 | +6.08% |
| Wealthcare Advisory Partners LLC | 38,194 | 40,415 | +2,221 | +5.82% |
| First Financial Bank Trust Division | 1,187,180 | 1,249,001 | +61,821 | +5.21% |
| Bangor Savings Bank | 687,757 | 723,386 | +35,629 | +5.18% |
| Annapolis Financial Services LLC | 35,971 | 37,721 | +1,750 | +4.87% |
| Ignite Planners LLC | 24,916 | 26,104 | +1,188 | +4.77% |
| Wela Strategies Inc. | 258,043 | 270,008 | +11,965 | +4.64% |
| Southern Farm Bureau Life Insurance | 732,514 | 764,811 | +32,297 | +4.41% |
| Fulton Bank N.A. | 25,555 | 26,616 | +1,061 | +4.15% |
| International Assets Investment Management LLC | 12,927 | 13,460 | +533 | +4.12% |
| Webster Bank N. A. | 115,263 | 119,912 | +4,649 | +4.03% |
| Capital Investment Advisors LLC | 21,299 | 22,151 | +852 | +4.00% |
| Morton Capital Management LLC CA | 6,183 | 6,425 | +242 | +3.91% |
| Cypress Wealth Services LLC | 7,095 | 7,372 | +277 | +3.90% |
| Fifth Third Securities Inc. | 50,360 | 52,281 | +1,921 | +3.81% |
| Salem Investment Counselors Inc. | 12,974 | 13,420 | +446 | +3.44% |
| ERn Financial LLC | 126,955 | 131,152 | +4,197 | +3.31% |
| Nova R Wealth Inc. | 123,474 | 127,415 | +3,941 | +3.19% |
| Lpwm LLC | 149,954 | 154,738 | +4,784 | +3.19% |
| Wealth Enhancement Advisory Services LLC | 1,320,341 | 1,358,624 | +38,283 | +2.90% |
| WealthCare Investment Partners LLC | 34,210 | 35,183 | +973 | +2.84% |
| Ballentine Partners LLC | 5,418,454 | 5,571,630 | +153,176 | +2.83% |
| Massmutual Trust Co. FSB ADV | 236,109 | 242,374 | +6,265 | +2.65% |
| Romano Brothers AND Company | 12,087 | 12,398 | +311 | +2.57% |
| Optimum Investment Advisors | 1,698 | 1,741 | +43 | +2.53% |
| WBH Advisory Inc. | 270,514 | 277,220 | +6,706 | +2.48% |
| Ellis Investment Partners LLC | 40,189 | 41,127 | +938 | +2.33% |
| Henrickson Nauta Wealth Advisors Inc. | 10,550 | 10,783 | +233 | +2.21% |
| West Financial Advisors LLC | 246,639 | 251,961 | +5,322 | +2.16% |
| Lane & Associates LLC | 35,573 | 36,341 | +768 | +2.16% |
| Vicus Capital | 1,133,288 | 1,156,467 | +23,179 | +2.05% |
| West Paces Advisors Inc. | 266,552 | 271,704 | +5,152 | +1.93% |
| Planning Alternatives Ltd. ADV | 7,988 | 8,138 | +150 | +1.88% |
| Richardson Capital Management LLC | 2,403 | 2,446 | +43 | +1.79% |
| Stephens Consulting LLC | 260,960 | 265,207 | +4,247 | +1.63% |
| Apeiron RIA LLC | 31,977 | 32,449 | +472 | +1.48% |
| Orgel Wealth Management LLC | 701,078 | 711,381 | +10,303 | +1.47% |
| Hubbell Strickland Wealth Management LLC | 50,124 | 50,859 | +735 | +1.47% |
| Columbus Macro LLC | 30,785 | 31,236 | +451 | +1.46% |
| Compton Financial Group LLC | 642,025 | 650,996 | +8,971 | +1.40% |
| Little House Capital LLC | 5,678 | 5,753 | +75 | +1.32% |
| Capital Advisors Ltd. LLC | 30,057 | 30,443 | +386 | +1.28% |
| Stolper Co | 4,820 | 4,873 | +53 | +1.10% |
| Kaydan Wealth Management Inc. | 146,215 | 147,717 | +1,502 | +1.03% |
| Conrad Siegel Investment Advisors Inc. | 469,213 | 473,969 | +4,756 | +1.01% |
| Chapin Davis Inc. | 3,509 | 3,543 | +34 | +0.97% |
| Fragasso Group Inc. | 1,109,072 | 1,117,422 | +8,350 | +0.75% |
| First Citizens Bank & Trust Co. | 5,774,341 | 5,815,086 | +40,745 | +0.71% |
| KMG Fiduciary Partners LLC | 194,934 | 196,325 | +1,391 | +0.71% |
| Galvin Gaustad & Stein LLC | 525,329 | 528,892 | +3,563 | +0.68% |
| Trust Co. of Virginia VA | 93,058 | 93,641 | +583 | +0.63% |
| Cranbrook Wealth Management LLC | 434,085 | 436,165 | +2,080 | +0.48% |
| Lincoln Capital Corp | 199,196 | 200,044 | +848 | +0.43% |
| Inspirion Wealth Advisors LLC | 14,918 | 14,974 | +56 | +0.38% |
| G&S Capital LLC | 9,866 | 9,901 | +35 | +0.35% |
| Twele Capital Management Inc. | 287,173 | 288,055 | +882 | +0.31% |
| Mather Group LLC. | 115,750 | 116,065 | +315 | +0.27% |
| Congress Wealth Management LLC DE | 283,848 | 284,530 | +682 | +0.24% |
| Barrett & Company Inc. | 8,255 | 8,272 | +17 | +0.21% |
| McNamara Financial Services Inc. | 10,495 | 10,516 | +21 | +0.20% |
| TL Private Wealth | 14,678 | 14,707 | +29 | +0.20% |
| Riverview Trust Co | 156,257 | 156,465 | +208 | +0.13% |
| Stephens Group Asset Management LLC | 103,984 | 104,116 | +132 | +0.13% |
| American National Bank | 2,601 | 2,603 | +2 | +0.08% |
| Inscription Capital LLC | 7,463 | 7,468 | +5 | +0.07% |
| Tompkins Financial Corp | 12,230 | 12,231 | +1 | +0.01% |
| 13F Filers Reporting New Positions In IEFA | ||||
| First Financialcorp IN | 0 | 4,345 | +4,345 | +100% |
| Norris Perne & French LLP MI | 0 | 4,378 | +4,378 | +100% |
| First Community Trust NA | 0 | 443 | +443 | +100% |
| Woodmont Investment Counsel LLC | 0 | 1,341 | +1,341 | +100% |
| Sharkey Howes & Javer | 0 | 2,699 | +2,699 | +100% |
| First Bank & Trust | 0 | 25,271 | +25,271 | +100% |
| Francis Financial Inc. | 0 | 2,935 | +2,935 | +100% |
| Selective Wealth Management Inc. | 0 | 7,467 | +7,467 | +100% |
| VERITY Wealth Advisors | 0 | 4,050 | +4,050 | +100% |
| Thrive Wealth Management LLC | 0 | 3,617 | +3,617 | +100% |
| Global Assets Advisory LLC | 0 | 219,232 | +219,232 | +100% |
| Tanglewood Legacy Advisors LLC | 0 | 2,862 | +2,862 | +100% |
| Duncan Williams Asset Management LLC | 0 | 3,184 | +3,184 | +100% |
| Emprise Bank | 0 | 3,132 | +3,132 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Rowland & Co. Investment Counsel ADV | 4,358 | 4,358 | UNCH | 0.00% |
| MJP Associates Inc. ADV | 4,779 | 4,779 | UNCH | 0.00% |
| First National Corp MA ADV | 14,533 | 14,533 | UNCH | 0.00% |
| Norwood Financial Corp | 200 | 200 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 2,079 | 2,079 | UNCH | 0.00% |
| Burke & Herbert Bank & Trust Co. | 5,613 | 5,613 | UNCH | 0.00% |
| Chesley Taft & Associates LLC | 48,515 | 48,515 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 350 | 350 | UNCH | 0.00% |
| Timber Creek Capital Management LLC | 790 | 790 | UNCH | 0.00% |
| Perkins Coie Trust Co | 316 | 316 | UNCH | 0.00% |
| Paragon Capital Management Ltd | 17,603 | 17,603 | UNCH | 0.00% |
| JJJ Advisors Inc. | 420 | 420 | UNCH | 0.00% |
| Burt Wealth Advisors | 4,865 | 4,865 | UNCH | 0.00% |
| Compass Ion Advisors LLC | 14,917 | 14,917 | UNCH | 0.00% |
| Evanson Asset Management LLC | 32,016 | 32,016 | UNCH | 0.00% |
| Northside Capital Management LLC | 16,677 | 16,677 | UNCH | 0.00% |
| MV Capital Management Inc. | 12,431 | 12,431 | UNCH | 0.00% |
| Mirador Capital Partners LP | 3,126 | 3,126 | UNCH | 0.00% |
| First PREMIER Bank | 1,898 | 1,898 | UNCH | 0.00% |
| Alpha Omega Wealth Management LLC | 4,198 | 4,198 | UNCH | 0.00% |
| Edmonds Duncan Registered Investment Advisors LLC | 12,700 | 12,700 | UNCH | 0.00% |
| Kohmann Bosshard Financial Services LLC | 6,580 | 6,580 | UNCH | 0.00% |
| New Capital Management LP | 27,425 | 27,425 | UNCH | 0.00% |
| Radnor Capital Management LLC | 5,860 | 5,860 | UNCH | 0.00% |
| Pinnacle Bank | 15,211 | 15,211 | UNCH | 0.00% |
| Personal Resources Investment & Strategic Management Inc. | 57,440 | 57,440 | UNCH | 0.00% |
| Northwest Capital Management Inc | 5,945 | 5,945 | UNCH | 0.00% |
| Ellenbecker Investment Group | 11,755 | 11,755 | UNCH | 0.00% |
| Versant Capital Management Inc | 3,341 | 3,341 | UNCH | 0.00% |
| Avondale Wealth Management | 5,000 | 5,000 | UNCH | 0.00% |
| Pflug Koory LLC | 4,493 | 4,493 | UNCH | 0.00% |
| RVW Wealth LLC | 7,536 | 7,536 | UNCH | 0.00% |
| Total Wealth Planning LLC | 4,200 | 4,200 | UNCH | 0.00% |
| Criterion Capital Advisors LLC | 531 | 531 | UNCH | 0.00% |
| Red Door Wealth Management LLC | 5,754 | 5,754 | UNCH | 0.00% |
| Kathmere Capital Management LLC | 4,058 | 4,058 | UNCH | 0.00% |
| Modus Advisors LLC | 4,910 | 4,910 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 183 | 183 | UNCH | 0.00% |
| Davis Capital Management | 654 | 654 | UNCH | 0.00% |
| Newton One Investments LLC | 3,119 | 3,119 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 600 | 600 | UNCH | 0.00% |
| Piscataqua Savings Bank | 583 | 583 | UNCH | 0.00% |
| Bank of New Hampshire | 300 | 300 | UNCH | 0.00% |
| Enzi Wealth | 7,670 | 7,670 | UNCH | 0.00% |
| Bromfield Sneider Wealth Advisors | 5,312 | 5,312 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 222 | 222 | UNCH | 0.00% |
| City State Bank | 3,325 | 3,325 | UNCH | 0.00% |
| Key Client Fiduciary Advisors LLC | 3,745 | 3,745 | UNCH | 0.00% |
| Range Financial Group LLC | 6,816 | 6,816 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 2,458 | 2,458 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 1,799 | 1,799 | UNCH | 0.00% |
| Horizons Wealth Management | 321 | 321 | UNCH | 0.00% |
| Coston McIsaac & Partners | 81 | 81 | UNCH | 0.00% |
| Strata Wealth Advisors LLC | 14,692 | 14,692 | UNCH | 0.00% |
| Fortitude Family Office LLC | 4,903 | 4,903 | UNCH | 0.00% |
| Verum Partners LLC | 8,988 | 8,988 | UNCH | 0.00% |
| Compass Wealth Management LLC | 3,477 | 3,477 | UNCH | 0.00% |
| Hyperion Partners LLC | 2,877 | 2,877 | UNCH | 0.00% |
| Noble Family Wealth LLC | 12,687 | 12,687 | UNCH | 0.00% |
| PFW Advisors LLC | 4,950 | 4,950 | UNCH | 0.00% |
| GSG Advisors LLC | 4,393 | 4,393 | UNCH | 0.00% |
| Peoples Bank KS | 375 | 375 | UNCH | 0.00% |
| Williams & Novak LLC | 31,231 | 31,231 | UNCH | 0.00% |
| 13F Filers Decreasing IEFA Share Count | ||||
| Hexagon Capital Partners LLC | 309 | 9 | -300 | -97.09% |
| CWM LLC | 3,470,684 | 209,816 | -3,260,868 | -93.95% |
| M&R Capital Management Inc. | 2,129 | 550 | -1,579 | -74.17% |
| Elk River Wealth Management LLC | 12,413 | 3,553 | -8,860 | -71.38% |
| Carlson Capital Management | 35,577 | 13,831 | -21,746 | -61.12% |
| Hennion & Walsh Asset Management Inc. | 85,477 | 40,558 | -44,919 | -52.55% |
| Moisand Fitzgerald Tamayo LLC | 653 | 334 | -319 | -48.85% |
| Symphony Financial Ltd. Co. | 127,525 | 71,224 | -56,301 | -44.15% |
| Farmers & Merchants Investments Inc. | 1,998 | 1,182 | -816 | -40.84% |
| Voisard Asset Management Group Inc. | 8,395 | 5,577 | -2,818 | -33.57% |
| Ridgewood Investments LLC | 5,783 | 4,016 | -1,767 | -30.56% |
| Affinity Capital Advisors LLC | 152,265 | 106,924 | -45,341 | -29.78% |
| Bremer Bank National Association | 208,152 | 146,908 | -61,244 | -29.42% |
| PFS Partners LLC | 1,158 | 837 | -321 | -27.72% |
| Saxon Interests Inc. | 17,213 | 13,094 | -4,119 | -23.93% |
| MorganRosel Wealth Management LLC | 6,306 | 4,809 | -1,497 | -23.74% |
| Market Street Wealth Management Advisors LLC | 24,150 | 18,637 | -5,513 | -22.83% |
| OneAscent Financial Services LLC | 3,767 | 2,916 | -851 | -22.59% |
| Thomasville National Bank | 7,109 | 5,575 | -1,534 | -21.58% |
| Alaska Permanent Fund Corp | 3,832,006 | 3,008,014 | -823,992 | -21.50% |
| Colton Groome Financial Advisors LLC | 43,323 | 34,143 | -9,180 | -21.19% |
| McGlone Suttner Wealth Management Inc. | 22,903 | 18,212 | -4,691 | -20.48% |
| Appleton Partners Inc. MA | 7,066 | 5,671 | -1,395 | -19.74% |
| First National Bank Sioux Falls | 10,621 | 8,607 | -2,014 | -18.96% |
| Private Ocean LLC | 3,690 | 3,005 | -685 | -18.56% |
| Twelve Points Wealth Management LLC | 5,847 | 4,775 | -1,072 | -18.33% |
| Financial Life Advisors | 7,946 | 6,490 | -1,456 | -18.32% |
| RWM Asset Management LLC | 3,355 | 2,759 | -596 | -17.76% |
| Atlantic Union Bankshares Corp | 3,892 | 3,201 | -691 | -17.75% |
| tru Independence LLC | 13,141 | 10,820 | -2,321 | -17.66% |
| Cedar Brook Financial Partners LLC | 22,962 | 19,085 | -3,877 | -16.88% |
| Columbia Advisory Partners LLC | 5,313 | 4,432 | -881 | -16.58% |
| Global Wealth Strategies & Associates | 485,060 | 406,170 | -78,890 | -16.26% |
| Rise Advisors LLC | 4,547 | 3,854 | -693 | -15.24% |
| Register Financial Advisors LLC | 4,644 | 3,944 | -700 | -15.07% |
| Baldwin Brothers Inc. MA | 534 | 455 | -79 | -14.79% |
| Clifford Swan Investment Counsel LLC | 3,458 | 2,954 | -504 | -14.57% |
| Navalign LLC | 15,522 | 13,339 | -2,183 | -14.06% |
| CIC Wealth LLC | 32,819 | 28,275 | -4,544 | -13.85% |
| Lowe Wealth Advisors LLC | 6,334 | 5,457 | -877 | -13.85% |
| Procyon Private Wealth Partners LLC | 12,483 | 10,779 | -1,704 | -13.65% |
| Capital Advisors Wealth Management LLC | 3,671 | 3,171 | -500 | -13.62% |
| APCM Wealth Management for Individuals | 622,662 | 545,086 | -77,576 | -12.46% |
| Rockland Trust Co. | 4,522 | 3,970 | -552 | -12.21% |
| Courier Capital LLC | 10,848 | 9,558 | -1,290 | -11.89% |
| One Wealth Advisors LLC | 10,828 | 9,544 | -1,284 | -11.86% |
| Financiere des Professionnels Fonds d investissement inc. | 986,353 | 876,853 | -109,500 | -11.10% |
| Founders Financial Securities LLC | 205,085 | 182,664 | -22,421 | -10.93% |
| Panoramic Investment Advisors LLC | 31,233 | 27,887 | -3,346 | -10.71% |
| Capital Planning LLC | 16,759 | 14,986 | -1,773 | -10.58% |
| Somerset Trust Co | 3,435 | 3,098 | -337 | -9.81% |
| Alaska Permanent Capital Management | 1,891,838 | 1,709,695 | -182,143 | -9.63% |
| Asset Dedication LLC | 142,618 | 129,142 | -13,476 | -9.45% |
| UMA Financial Services Inc. | 176,642 | 160,613 | -16,029 | -9.07% |
| Trilogy Capital Inc. | 9,180 | 8,379 | -801 | -8.73% |
| Guidance Capital Inc. | 197,502 | 180,497 | -17,005 | -8.61% |
| Maryland Capital Advisors Inc. | 6,060 | 5,548 | -512 | -8.45% |
| First Hawaiian Bank | 2,616,566 | 2,395,718 | -220,848 | -8.44% |
| Parisi Gray Wealth Management | 17,045 | 15,617 | -1,428 | -8.38% |
| Patten Group Inc. | 42,728 | 39,290 | -3,438 | -8.05% |
| NBC Securities Inc. | 1,978 | 1,819 | -159 | -8.04% |
| Fiduciary Alliance LLC | 3,965 | 3,647 | -318 | -8.02% |
| Amplius Wealth Advisors LLC | 6,311 | 5,816 | -495 | -7.84% |
| Claro Advisors LLC | 100,663 | 93,161 | -7,502 | -7.45% |
| Miracle Mile Advisors LLC | 554,270 | 513,397 | -40,873 | -7.37% |
| Northeast Financial Group Inc. | 7,130 | 6,640 | -490 | -6.87% |
| Cooper Financial Group | 11,032 | 10,289 | -743 | -6.73% |
| City Holding Co. | 8,526 | 8,003 | -523 | -6.13% |
| Courage Miller Partners LLC | 20,210 | 18,980 | -1,230 | -6.09% |
| Norway Savings Bank | 4,931 | 4,651 | -280 | -5.68% |
| Golden Road Advisors LLC | 5,635 | 5,317 | -318 | -5.64% |
| Independence Bank of Kentucky | 18,612 | 17,599 | -1,013 | -5.44% |
| Ausdal Financial Partners Inc. | 4,673 | 4,419 | -254 | -5.44% |
| DBK Financial Counsel LLC | 18,736 | 17,741 | -995 | -5.31% |
| Aprio Wealth Management LLC | 95,498 | 90,547 | -4,951 | -5.18% |
| Financial Synergies Wealth Advisors Inc. | 72,570 | 68,850 | -3,720 | -5.13% |
| LVZ Advisors Inc. | 17,547 | 16,789 | -758 | -4.32% |
| Bowman & Co S.C. | 64,792 | 62,031 | -2,761 | -4.26% |
| Hengehold Capital Management LLC | 12,282 | 11,765 | -517 | -4.21% |
| Trust Co of the South | 3,330 | 3,195 | -135 | -4.05% |
| Montis Financial LLC | 314,870 | 302,693 | -12,177 | -3.87% |
| S. R. Schill & Associates | 256,024 | 246,128 | -9,896 | -3.87% |
| Lincoln Capital LLC | 21,497 | 20,668 | -829 | -3.86% |
| Apella Capital LLC | 70,601 | 67,919 | -2,682 | -3.80% |
| Retirement Planning Group | 3,830 | 3,692 | -138 | -3.60% |
| Indiana Trust & Investment Management CO | 2,984 | 2,880 | -104 | -3.49% |
| Hart & Patterson Financial Group LLC | 18,202 | 17,579 | -623 | -3.42% |
| Allspring Global Investments Holdings LLC | 4,331,552 | 4,184,357 | -147,195 | -3.40% |
| Roble Belko & Company Inc | 66,379 | 64,129 | -2,250 | -3.39% |
| CVA Family Office LLC | 53,415 | 51,615 | -1,800 | -3.37% |
| Aurum Wealth Management Group LLC | 637,860 | 616,410 | -21,450 | -3.36% |
| Investment Partners LTD. | 71,185 | 68,943 | -2,242 | -3.15% |
| CRA Financial Services LLC | 11,951 | 11,608 | -343 | -2.87% |
| Smith & Howard Wealth Management LLC | 378,607 | 367,898 | -10,709 | -2.83% |
| AdvisorNet Financial Inc | 22,777 | 22,182 | -595 | -2.61% |
| MCF Advisors LLC | 473,844 | 461,693 | -12,151 | -2.56% |
| Charles Schwab Trust Co | 109,343 | 106,554 | -2,789 | -2.55% |
| Cedrus LLC | 9,007 | 8,780 | -227 | -2.52% |
| Hilltop Wealth Advisors LLC | 7,258 | 7,076 | -182 | -2.51% |
| Acropolis Investment Management LLC | 410,111 | 400,005 | -10,106 | -2.46% |
| Kwmg LLC | 14,650 | 14,300 | -350 | -2.39% |
| GoalVest Advisory LLC | 25,198 | 24,611 | -587 | -2.33% |
| Helen Stephens Group LLC | 9,806 | 9,579 | -227 | -2.31% |
| Holland Advisory Services Inc. | 11,462 | 11,200 | -262 | -2.29% |
| Patriot Investment Management Inc. | 113,181 | 110,660 | -2,521 | -2.23% |
| Catalyst Private Wealth LLC | 9,150 | 8,964 | -186 | -2.03% |
| Breakwater Capital Group | 11,469 | 11,243 | -226 | -1.97% |
| Halbert Hargrove Global Advisors LLC | 1,654,247 | 1,622,531 | -31,716 | -1.92% |
| Omega Financial Group LLC | 102,869 | 100,939 | -1,930 | -1.88% |
| Montecito Bank & Trust | 114,349 | 112,227 | -2,122 | -1.86% |
| Daymark Wealth Partners LLC | 11,241 | 11,039 | -202 | -1.80% |
| Gradient Capital Advisors LLC | 6,697 | 6,582 | -115 | -1.72% |
| Harbor Group Inc. | 10,081 | 9,922 | -159 | -1.58% |
| Hoxton Planning & Management LLC | 12,542 | 12,347 | -195 | -1.55% |
| Anderson Hoagland & Co. | 124,517 | 122,582 | -1,935 | -1.55% |
| 180 Wealth Advisors LLC | 33,805 | 33,298 | -507 | -1.50% |
| Advocacy Wealth Management Services LLC | 5,298 | 5,219 | -79 | -1.49% |
| Northwest Investment Counselors LLC | 7,514 | 7,402 | -112 | -1.49% |
| Sovereign Financial Group Inc. | 21,505 | 21,200 | -305 | -1.42% |
| Evensky & Katz LLC | 14,233 | 14,040 | -193 | -1.36% |
| Oxinas Partners Wealth Management LLC | 3,537 | 3,491 | -46 | -1.30% |
| High Net Worth Advisory Group LLC | 57,005 | 56,334 | -671 | -1.18% |
| Sterling Investment Advisors LLC ADV | 439,499 | 434,446 | -5,053 | -1.15% |
| Dynamic Advisor Solutions LLC | 356,237 | 352,336 | -3,901 | -1.10% |
| Cairn Investment Group Inc. | 5,107 | 5,052 | -55 | -1.08% |
| Bull Oak Capital LLC | 236,806 | 234,279 | -2,527 | -1.07% |
| Signet Financial Management LLC | 58,515 | 57,894 | -621 | -1.06% |
| Grimes & Company Inc. | 3,825,583 | 3,784,885 | -40,698 | -1.06% |
| Integrated Investment Consultants LLC | 185,309 | 183,364 | -1,945 | -1.05% |
| Wealth Management Partners LLC | 10,281 | 10,177 | -104 | -1.01% |
| Quad Cities Investment Group LLC | 8,680 | 8,593 | -87 | -1.00% |
| Sunbelt Securities Inc. | 56,735 | 56,179 | -556 | -0.98% |
| Lbmc Investment Advisors LLC | 538,471 | 533,322 | -5,149 | -0.96% |
| Tarbox Family Office Inc. | 394,932 | 391,181 | -3,751 | -0.95% |
| Howard Financial Services LTD. | 22,776 | 22,575 | -201 | -0.88% |
| Halpern Financial Inc. | 160,467 | 159,282 | -1,185 | -0.74% |
| Marion Wealth Management | 316,878 | 314,622 | -2,256 | -0.71% |
| BlueSky Wealth Advisors LLC | 20,492 | 20,363 | -129 | -0.63% |
| Prosperity Planning Inc. | 3,092 | 3,074 | -18 | -0.58% |
| Fundamentun LLC | 93,291 | 92,762 | -529 | -0.57% |
| Arkansas Financial Group Inc. | 22,348 | 22,236 | -112 | -0.50% |
| Aletheian Wealth Advisors LLC | 42,788 | 42,584 | -204 | -0.48% |
| Harbour Capital Advisors LLC | 160,431 | 159,680 | -751 | -0.47% |
| Global Trust Asset Management LLC | 55,045 | 54,896 | -149 | -0.27% |
| New Hampshire Trust | 18,944 | 18,898 | -46 | -0.24% |
| Defined Wealth Management LLC | 103,258 | 103,036 | -222 | -0.21% |
| Sebold Capital Management Inc. | 8,063 | 8,047 | -16 | -0.20% |
| Ironwood Wealth Management LLC. | 618,474 | 617,408 | -1,066 | -0.17% |
| ADE LLC | 55,980 | 55,923 | -57 | -0.10% |
| Private Capital Management LLC | 269,149 | 268,872 | -277 | -0.10% |
| Wedmont Private Capital | 640,281 | 640,200 | -81 | -0.01% |
| 13F Filers Exiting IEFA | ||||
| BKM Wealth Management LLC | 681 | 0 | -681 | -100.00% |
| Waterway Wealth Management LLC | 7,867 | 0 | -7,867 | -100.00% |
| MKT Advisors LLC | 3,298 | 0 | -3,298 | -100.00% |
| Koss Olinger Consulting LLC | 2,924 | 0 | -2,924 | -100.00% |
| Fulcrum Capital LLC | 18,986 | 0 | -18,986 | -100.00% |
| Arlington Financial Advisors LLC | 3,556 | 0 | -3,556 | -100.00% |
| Deane Retirement Strategies Inc. | 192,215 | 0 | -192,215 | -100.00% |
See Summary: Institutional Holders of IEFA
See Details: Top 10 Hedge Funds Holding IEFA
