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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
301
Private Advisor Group
New Jersey
$20.7M -$60.4K -917 -0.3%
SAG
302
SageView Advisory Group
California
$20.7M -$6.63M -100,515 -25%
GDP
303
Great Diamond Partners
Maine
$20.5M +$179K +2,712 +0.9%
GRP
304
Global Retirement Partners
California
$20.5M +$1.15M +17,408 +6%
TCWA
305
Turtle Creek Wealth Advisors
Texas
$20.5M +$19.2M +291,008 New
TCM
306
Towercrest Capital Management
Pennsylvania
$20.4M +$970K +14,718 +5%
WFAG
307
Wescott Financial Advisory Group
Pennsylvania
$20.3M +$1.48M +22,447 +8%
LRWA
308
Long Run Wealth Advisors
New York
$20.2M +$801K +12,150 +4%
TCM
309
Twele Capital Management
Minnesota
$20.2M -$11.6K -176 -0.1%
BOPW
310
Brandywine Oak Private Wealth
Pennsylvania
$20.2M -$80.2K -1,217 -0.4%
AIM
311
Allen Investment Management
New York
$20.1M – – –
CWM
312
Congress Wealth Management
Massachusetts
$20M +$6.26K +95 +0%
MWA
313
Martel Wealth Advisors
Washington
$19.9M +$200K +3,029 +1%
FAIM
314
Financial Advocates Investment Management
Washington
$19.9M +$950K +14,411 +5%
CIC
315
Cutler Investment Counsel
Oregon
$19.8M +$1.01M +15,264 +6%
PAS
316
Professional Advisory Services
Florida
$19.7M +$168K +2,546 +0.9%
ISB
317
Iowa State Bank
Iowa
$19.6M -$45.7K -694 -0.2%
FNBTCON
318
First National Bank & Trust Co of Newtown
Pennsylvania
$19.5M -$172K -2,610 -0.9%
MAM
319
Meeder Asset Management
Ohio
$19.4M +$348K +5,281 +2%
BCM
320
Becker Capital Management
Oregon
$19.3M +$440K +6,672 +2%
VVP
321
Venture Visionary Partners
Ohio
$19.2M -$2.75M -41,688 -13%
JWA
322
JFS Wealth Advisors
Pennsylvania
$19M +$3.04M +46,097 +21%
WA
323
WBH Advisory
Maryland
$19M +$475K +7,210 +3%
ONB
324
Old National Bancorp
Indiana
$19M +$916K +13,899 +5%
MW
325
MBL Wealth
North Carolina
$19M +$732K +11,104 +4%
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13
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