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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
301
Peak Financial Management
Massachusetts
$3.2M +$109K +1,619 +3%
RIA
302
Rocaton Investment Advisors
Connecticut
$3.2M – – –
HCA
303
Harbour Capital Advisors
Virginia
$3.19M +$936K +13,931 +40%
KCP
304
KDI Capital Partners
North Carolina
$3.18M +$377K +5,609 +13%
TTWM
305
TCV Trust & Wealth Management
Virginia
$3.08M +$138K +2,056 +5%
DC
306
Davenport & Co
Virginia
$3.01M +$739K +11,000 +32%
HT
307
Heritage Trust
Oklahoma
$2.98M +$941 +14 +0%
BWA
308
BlueSky Wealth Advisors
North Carolina
$2.95M -$131K -1,946 -4%
HSA
309
HBK Sorce Advisory
Pennsylvania
$2.94M +$106K +1,577 +4%
LFAS
310
Level Four Advisory Services
Texas
$2.94M -$18.2K -271 -0.6%
PAM
311
Peninsula Asset Management
Florida
$2.93M +$1.68K +25 +0.1%
FWM
312
FFT Wealth Management
Pennsylvania
$2.9M +$1.3M +19,278 +78%
CL
313
Choreo LLC
Illinois
$2.87M +$1.64M +24,426 +128%
AIM
314
Acropolis Investment Management
Missouri
$2.82M -$114K -1,690 -4%
KCM
315
Kanawha Capital Management
Virginia
$2.81M +$288K +4,285 +11%
MYIA
316
Mount Yale Investment Advisors
Colorado
$2.8M +$2.85M +42,484 New
UB
317
UMB Bank
Missouri
$2.79M +$154K +2,291 +6%
BFG
318
Beacon Financial Group
Texas
$2.74M +$2.79M +41,598 New
WA
319
Wealth Architects
California
$2.7M -$80.6K -1,200 -3%
OCG
320
Opus Capital Group
Ohio
$2.66M +$136K +2,026 +5%
BF
321
BOK Financial
Oklahoma
$2.64M +$1.02M +15,163 +61%
BG
322
Bahl & Gaynor
Ohio
$2.64M +$938K +13,955 +54%
SXL
323
Summit X LLC
Missouri
$2.61M +$794K +11,825 +43%
SFA
324
Stewardship Financial Advisors
Georgia
$2.6M +$354K +5,267 +15%
CCA
325
Cobblestone Capital Advisors
New York
$2.58M -$110K -1,635 -4%
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