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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
301
Davenport & Co
Virginia
$3.5M +$627K +9,478 +21%
BF
302
BOK Financial
Oklahoma
$3.4M +$901K +13,606 +34%
MWM
303
Modera Wealth Management
New Jersey
$3.38M +$1.21M +18,307 +52%
TTWM
304
TCV Trust & Wealth Management
Virginia
$3.35M +$405K +6,115 +13%
MA
305
MCF Advisors
Kentucky
$3.33M +$257K +3,890 +8%
FHA
306
First Horizon Advisors
Tennessee
$3.32M +$267K +4,041 +8%
MG
307
Mather Group
Illinois
$3.31M +$1.46K +22 +0%
GT
308
Greenleaf Trust
Michigan
$3.23M -$2.27M -34,275 -40%
BWM
309
Baystate Wealth Management
Massachusetts
$3.21M +$123K +1,863 +4%
PP
310
PagnatoKarp Partners
Virginia
$3.19M -$1.19M -17,928 -26%
BRM
311
Boston Research & Management
Massachusetts
$3.19M +$41.8K +631 +1%
CWM
312
Connecticut Wealth Management
Connecticut
$3.19M -$15.2K -230 -0.5%
KCP
313
KDI Capital Partners
North Carolina
$3.11M +$52K +785 +2%
RIA
314
Rocaton Investment Advisors
Connecticut
$3.08M – – –
MWM
315
Mascoma Wealth Management
New Hampshire
$3.02M -$3.17M -47,831 -50%
LF
316
Lee Financial
Texas
$3.01M +$616K +9,313 +24%
KCM
317
Kanawha Capital Management
Virginia
$2.98M +$283K +4,270 +10%
BFEC
318
Benjamin F. Edwards & Company
Missouri
$2.97M -$501K -7,568 -14%
MWM
319
Marietta Wealth Management
Georgia
$2.95M +$3.08M +46,542 New
GTAM
320
Global Trust Asset Management
Florida
$2.92M -$182K -2,752 -6%
WA
321
Wealth Architects
California
$2.91M +$332K +5,014 +12%
HT
322
Heritage Trust
Oklahoma
$2.91M +$41.1K +621 +1%
HSA
323
HBK Sorce Advisory
Pennsylvania
$2.87M +$55.7K +842 +2%
IWM
324
IHT Wealth Management
Illinois
$2.87M +$2.23M +33,740 +292%
PFM
325
Peak Financial Management
Massachusetts
$2.87M -$221K -3,339 -7%
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