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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
251
Huntington Steele
Pennsylvania
$454K +$54.1K +1,003 +14%
FBFS
252
First Business Financial Services
Wisconsin
$445K – – –
OBWP
253
O'Brien Wealth Partners
Massachusetts
$440K – – –
FNBT
254
FineMark National Bank & Trust
Florida
$437K +$409K +7,577 +2,196%
SWP
255
Stratos Wealth Partners
Ohio
$417K -$195K -3,605 -32%
JFA
256
JNBA Financial Advisors
Minnesota
$409K +$401K +7,423 New
S
257
SignatureFD
Georgia
$409K +$401K +7,423 New
DC
258
Davenport & Co
Virginia
$401K +$23.7K +440 +6%
WWM
259
Willingdon Wealth Management
North Carolina
$395K +$52.1K +965 +16%
ACA
260
Anchor Capital Advisors
Massachusetts
$394K – – –
SFG
261
StrategIQ Financial Group
Indiana
$380K +$39.8K +737 +12%
FFA
262
First Foundation Advisors
California
$379K -$43K -797 -10%
AIM
263
Advantage Investment Management
Iowa
$370K +$164K +3,032 +82%
DE
264
Day & Ennis
Georgia
$368K +$20.1K +373 +6%
LWMT
265
Legacy Wealth Management (Tennessee)
Tennessee
$350K +$343K +6,347 New
AAM
266
Aureus Asset Management
Massachusetts
$347K – – –
SLG
267
Stanley-Laman Group
Pennsylvania
$334K +$12K +223 +4%
LCM
268
Logan Capital Management
Pennsylvania
$330K – – –
JG
269
Jefferies Group
New York
$312K – – –
CFA
270
CT Financial Advisors
Pennsylvania
$312K +$7.29K +135 +2%
SCM
271
SOL Capital Management
Maryland
$308K +$87.4K +1,620 +41%
BL
272
Balentine LLC
Georgia
$306K – – –
MFW
273
Mosaic Family Wealth
Missouri
$301K -$120K -2,227 -29%
GWM
274
Geneos Wealth Management
Colorado
$301K +$11.6K +215 +4%
EWM
275
Evercore Wealth Management
New York
$284K +$229K +4,250 +475%
9 10
11
12 13