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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
501
Goelzer Investment Management
Indiana
$427K +$421K +6,461 New
CHP
502
Cable Hill Partners
Oregon
$424K -$357K -5,471 -47%
WB
503
WesBanco Bank
West Virginia
$421K +$1.56K +24 +0.4%
SWM
504
SVA Wealth Management
Wisconsin
$414K – – –
BFO
505
Biltmore Family Office
North Carolina
$413K +$407K +6,250 New
CCM
506
Canal Capital Management
Virginia
$411K – – –
CCMG
507
Clark Capital Management Group
Pennsylvania
$408K +$402K +6,166 New
BCA
508
Bray Capital Advisors
Florida
$404K -$49.4K -758 -11%
MCIA
509
Mountain Capital Investment Advisors
Colorado
$403K +$81.3K +1,247 +26%
FIM
510
Freedom Investment Management
Connecticut
$399K +$39.8K +610 +11%
MWM
511
Merriman Wealth Management
Washington
$391K +$144K +2,208 +59%
BMCM
512
Bryn Mawr Capital Management
Pennsylvania
$389K – – –
NL
513
NWAM LLC
Washington
$382K +$148K +2,275 +65%
WWM
514
Windsor Wealth Management
Indiana
$375K +$370K +5,669 New
MWA
515
MFA Wealth Advisors
Pennsylvania
$351K +$328K +5,032 New
SG
516
StoneX Group
New York
$347K -$105K -1,616 -24%
BW
517
Biegel & Waller
Maryland
$347K – – –
FWCM
518
Ferguson Wellman Capital Management
Oregon
$346K – – –
IFAM
519
Institutional & Family Asset Management
Colorado
$332K +$16.2K +249 +5%
BCA
520
Berman Capital Advisors
Georgia
$331K +$327K +5,009 New
HNB
521
Huntington National Bank
Ohio
$323K – – –
AWA
522
Arete Wealth Advisors
Illinois
$321K +$20K +307 +7%
AWM
523
AE Wealth Management
Kansas
$320K +$316K +4,848 New
WC
524
Whitney & Co
New York
$309K +$305K +4,680 New
DACG
525
Donor Advised Charitable Giving
California
$305K +$301K +4,622 New
19 20
21
22 23