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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
301
Howe & Rusling
New York
$110K +$108K +2,000 New
MCM
302
MV Capital Management
Maryland
$92K +$17.3K +320 +24%
KF
303
Krilogy Financial
Missouri
$84K +$40.2K +745 +96%
PWM
304
Perigon Wealth Management
California
$81K -$23K -426 -22%
MA
305
MUFG Americas
New York
$80K – – –
AWM
306
Avior Wealth Management
Nebraska
$76K – – –
WP
307
WealthPLAN Partners
Nebraska
$67.7K +$5.61K +104 +9%
WA
308
WFG Advisors
Texas
$48K +$12.5K +231 +36%
AC
309
Alexandria Capital
Virginia
$47K – – –
BFEC
310
Benjamin F. Edwards & Company
Missouri
$47K +$37.8K +700 +467%
LWM
311
Lenox Wealth Management
Ohio
$41K – – –
IWMPD
312
Integrated Wealth Management (Palm Desert)
California
$37K – – –
AIM
313
Anchor Investment Management
South Carolina
$36.1K -$37.8K -700 -52%
JIC
314
Joel Isaacson & Co
New York
$36K +$18.9K +350 +119%
FWC
315
First Washington Corp
Washington
$33K – – –
PO
316
Private Ocean
California
$31K – – –
RWM
317
Raffa Wealth Management
District of Columbia
$29.5K +$11.1K +205 +62%
GI
318
Gradient Investments
Minnesota
$19K +$19K +352 New
FANJ
319
Financial Architects (New Jersey)
New Jersey
$14K +$13.8K +255 New
VCM
320
Versant Capital Management
Arizona
$11K – – –
KA
321
Klingman & Associates
New York
$9K – – –
SFPM
322
Sensible Financial Planning & Management
Massachusetts
$9K +$1.78K +33 +27%
MI
323
Montage Investments
Kansas
$9K +$9.23K +171 New
WTB
324
Washington Trust Bank
Washington
$8K – – –
RBC
325
Roble Belko & Company
Pennsylvania
$8K +$7.99K +148 New
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13
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