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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
576
Independence Bank of Kentucky
Kentucky
$149K +$147K +2,250 New
LWA
577
Lenox Wealth Advisors
New York
$146K +$6.71K +103 +5%
LPIC
578
LeJeune Puetz Investment Counsel
Michigan
$132K – – –
PCP
579
Proficio Capital Partners
Massachusetts
$132K – – –
TL
580
TrueWealth LLC
Georgia
$126K +$124K +1,908 New
AWMS
581
Advocacy Wealth Management Services
Georgia
$124K – – –
CB
582
CNB Bank
Pennsylvania
$120K +$118K +1,816 New
SWMG
583
Signature Wealth Management Group
Georgia
$118K +$116K +1,785 New
SFSIG
584
San Francisco Sentry Investment Group
California
$112K +$50.5K +775 +84%
BBHC
585
Brown Brothers Harriman & Co
New York
$111K +$98K +1,503 +835%
HWM
586
Holloway Wealth Management
Florida
$109K – – –
RPG
587
Risk Paradigm Group
Texas
$108K – – –
HI
588
Hudock Inc
Pennsylvania
$106K – – –
SNT
589
Security National Trust
West Virginia
$106K – – –
PGWM
590
Parisi Gray Wealth Management
New Jersey
$104K +$101K +1,555 New
BWL
591
Bogart Wealth LLC
Virginia
$102K – – –
BC
592
Barnett & Company
Tennessee
$96K – – –
1IA
593
1834 Investment Advisors
Wisconsin
$96K +$95.1K +1,459 New
CT
594
Clearstead Trust
Maine
$95K – – –
CIM
595
Contravisory Investment Management
Massachusetts
$95K +$11.9K +182 +14%
TFS
596
TrustCore Financial Services
Tennessee
$92K +$90.8K +1,393 New
TCCM
597
Timber Creek Capital Management
Massachusetts
$89K +$88K +1,350 New
OIA
598
OneDigital Investment Advisors
Kansas
$85K +$84.4K +1,295 New
VCM
599
Vigilant Capital Management
Maine
$84K +$11K +168 +15%
AIA
600
Armor Investment Advisors
North Carolina
$83K +$82.2K +1,261 New
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