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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
401
Appleton Partners
Massachusetts
$460K +$20.3K +325 +5%
BCM
402
Bourgeon Capital Management
Connecticut
$458K +$447K +7,141 New
WP
403
WealthPLAN Partners
Nebraska
$457K +$17.9K +286 +4%
TSS
404
Two Sigma Securities
New York
$457K +$445K +7,121 New
MFS
405
McNamara Financial Services
Massachusetts
$453K – – –
OBWP
406
O'Brien Wealth Partners
Massachusetts
$451K -$244K -3,893 -36%
FCIM
407
Fairview Capital Investment Management
California
$446K +$155K +2,475 +55%
FNBTCON
408
First National Bank & Trust Co of Newtown
Pennsylvania
$446K +$198K +3,160 +83%
BCA
409
Bray Capital Advisors
Florida
$441K -$15K -239 -3%
SG
410
StoneX Group
New York
$440K -$149K -2,378 -26%
HWA
411
Heritage Wealth Advisors
Virginia
$433K – – –
VFA
412
Valeo Financial Advisors
Indiana
$430K +$419K +6,702 New
PMG
413
ProVise Management Group
Florida
$425K +$98.1K +1,568 +31%
BWM
414
BerganKDV Wealth Management
Minnesota
$420K +$13.4K +215 +3%
WA
415
WBH Advisory
Maryland
$418K +$64.7K +1,034 +19%
BOTW
416
Bank of the West
California
$414K – – –
WB
417
WesBanco Bank
West Virginia
$408K +$51K +816 +15%
OC
418
Oppenheimer & Co
New York
$407K – – –
AWM
419
Altavista Wealth Management
North Carolina
$405K +$132K +2,115 +50%
WS
420
Wedbush Securities
California
$403K +$98.5K +1,574 +33%
SWM
421
SVA Wealth Management
Wisconsin
$402K +$94.7K +1,514 +32%
CDIA
422
Capital Directions Investment Advisors
Georgia
$402K +$392K +6,270 New
CCM
423
Canal Capital Management
Virginia
$399K – – –
BMCM
424
Bryn Mawr Capital Management
Pennsylvania
$389K -$6.38K -102 -2%
LCM
425
Logan Capital Management
Pennsylvania
$362K -$404K -6,453 -53%
15 16
17
18 19