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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
301
Southern Wealth Management
Texas
$8.13M +$4.62M +85,318 +150%
AWM
302
Altavista Wealth Management
North Carolina
$8.11M +$1.35M +24,848 +21%
GG
303
Gofen & Glossberg
Illinois
$8.08M -$279K -5,153 -4%
BFPW
304
BOK Financial Private Wealth
Colorado
$8.04M +$4.09M +75,501 +116%
CI
305
Conning Inc
Connecticut
$7.98M – – –
HIM
306
Hanlon Investment Management
New Jersey
$7.94M -$720K -13,293 -9%
RIM
307
Rockbridge Investment Management
New York
$7.75M +$7.35M +135,644 New
ONB
308
Old National Bancorp
Indiana
$7.71M +$247K +4,553 +3%
GPA
309
Guidance Point Advisors
Massachusetts
$7.65M -$826K -15,239 -10%
PC
310
Premise Capital
Illinois
$7.63M -$73.1K -1,349 -1%
HFA
311
High Falls Advisors
New York
$7.58M -$4.2M -77,592 -37%
VVP
312
Venture Visionary Partners
Ohio
$7.55M -$4.95M -91,309 -41%
HR
313
Hardy Reed
Mississippi
$7.37M +$6.98M +128,848 New
FCT
314
Family Capital Trust
Massachusetts
$7.35M +$1.06M +19,627 +18%
APSP
315
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.3M +$1.15M +21,304 +20%
HCA
316
Harbour Capital Advisors
Virginia
$7.28M +$18.2K +335 +0.3%
SIC
317
Shoker Investment Counsel
Ohio
$7.25M +$566K +10,447 +9%
ISWM
318
Independent Solutions Wealth Management
New York
$7.23M -$324K -5,979 -5%
TL
319
TrueWealth LLC
Georgia
$7.2M +$1.74M +32,063 +34%
IL
320
Investure LLC
Virginia
$7.17M -$1.48M -27,296 -18%
IFAM
321
Institutional & Family Asset Management
Colorado
$7.17M -$72.7K -1,342 -1%
PA
322
Planning Alternatives
Michigan
$7.07M -$1.16M -21,332 -15%
HF
323
Halpern Financial
Virginia
$7.04M +$721K +13,305 +12%
BRWA
324
B. Riley Wealth Advisors
Florida
$7.03M -$2.33M -43,057 -26%
IWP
325
Icon Wealth Partners
Texas
$7.01M -$6.18M -114,012 -48%
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