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iShares Core MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
226
Intersect Capital
California
$586K +$3.53K +66 +0.6%
SWP
227
Stratos Wealth Partners
Ohio
$579K +$68.8K +1,286 +13%
BFPW
228
BOK Financial Private Wealth
Colorado
$568K +$585K +10,947 New
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$558K -$24K -449 -4%
CC
230
Cedar Capital
Illinois
$545K +$277K +5,174 +97%
JHIU
231
Janus Henderson Investors US
Colorado
$540K +$556K +10,408 New
SDWMA
232
Schneider Downs Wealth Management Advisors
Pennsylvania
$492K +$195K +3,648 +63%
HFS
233
Haverford Financial Services
Pennsylvania
$467K
FBFS
234
First Business Financial Services
Wisconsin
$419K
OBWP
235
O'Brien Wealth Partners
Massachusetts
$414K +$3.31K +62 +0.8%
HFS
236
HL Financial Services
Kentucky
$410K +$39.9K +746 +10%
Toronto Dominion Bank
237
Toronto Dominion Bank
Ontario, Canada
$409K +$237K +4,442 +131%
MFW
238
Mosaic Family Wealth
Missouri
$399K -$29.5K -552 -7%
FFA
239
First Foundation Advisors
California
$398K -$55.4K -1,036 -12%
VIA
240
Vantage Investment Advisors
Pennsylvania
$389K +$197K +3,679 +84%
WPW
241
Waldron Private Wealth
Pennsylvania
$389K +$401K +7,500 New
HS
242
Huntington Steele
Pennsylvania
$375K +$81.3K +1,521 +27%
IA
243
IndexIQ Advisors
New York
$375K +$333K +6,220 +621%
ACA
244
Anchor Capital Advisors
Massachusetts
$370K
CIBC World Market
245
CIBC World Market
Ontario, Canada
$363K
DC
246
Davenport & Co
Virginia
$355K +$162K +3,039 +80%
OCG
247
Opus Capital Group
Ohio
$349K +$76.7K +1,435 +27%
DE
248
Day & Ennis
Georgia
$327K
AAM
249
Aureus Asset Management
Massachusetts
$327K +$337K +6,300 New
WWM
250
Willingdon Wealth Management
North Carolina
$322K +$332K +6,205 New