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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
251
Sage Rhino Capital
California
$10.1M -$442K -7,320 -4%
LP
252
LGL Partners
Pennsylvania
$10.1M -$437K -7,235 -4%
IWA
253
Independence Wealth Advisors
Virginia
$9.8M -$688K -11,399 -7%
FWM
254
Fairhaven Wealth Management
Illinois
$9.78M +$283K +4,696 +3%
HT
255
Hefren-Tillotson
Pennsylvania
$9.73M -$79.8K -1,322 -0.8%
MCM
256
Monument Capital Management
Virginia
$9.54M -$916K -15,173 -9%
IWC
257
Integrated Wealth Concepts
Massachusetts
$9.35M +$1.5M +24,870 +19%
CWM
258
Cranbrook Wealth Management
Michigan
$9.29M +$1.08M +17,972 +13%
GPA
259
Guidance Point Advisors
Massachusetts
$9.1M +$67.1K +1,112 +0.8%
NEGWA
260
New England Guild Wealth Advisors
Connecticut
$9.1M -$762K -12,622 -8%
SIM
261
Stratos Investment Management
Ohio
$9.08M -$846K -14,009 -9%
B
262
Bailard
California
$9.05M -$54.6K -904 -0.6%
LSAG
263
Lake Street Advisors Group
New Hampshire
$9.01M +$3.74M +61,974 +68%
WJWM
264
Williams Jones Wealth Management
New York
$8.99M +$8.89M +147,296 New
SW
265
SVB Wealth
Massachusetts
$8.98M -$214K -3,540 -2%
TVAMP
266
Tennessee Valley Asset Management Partners
Tennessee
$8.82M +$687K +11,374 +9%
ASN
267
Advisory Services Network
Georgia
$8.82M – – –
GG
268
Gofen & Glossberg
Illinois
$8.74M +$417K +6,911 +5%
CB
269
Commerce Bank
Missouri
$8.72M +$1.19M +19,701 +16%
TRCT
270
Tower Research Capital (TRC)
New York
$8.7M +$8.6M +142,521 New
SFS
271
Sowell Financial Services
Arkansas
$8.6M +$8.5M +140,875 New
BRWA
272
B. Riley Wealth Advisors
Florida
$8.41M +$2.09M +34,547 +33%
WT
273
Washington Trust
Rhode Island
$8.27M +$965K +15,994 +14%
BAC
274
Boys Arnold & Co
North Carolina
$8.22M +$333K +5,522 +4%
IC
275
InterOcean Capital
Illinois
$8.2M +$109K +1,809 +1%
9 10
11
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