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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
701
O'Brien Wealth Partners
Massachusetts
$383K -$29.2K -494 -7%
BSW
702
Buckingham Strategic Wealth
Missouri
$382K -$178K -3,013 -32%
AW
703
ACG Wealth
Georgia
$372K +$46.6K +790 +15%
SFA
704
Sequoia Financial Advisors
Ohio
$371K +$4.78K +81 +1%
OWD
705
Osborn Williams & Donohoe
Ohio
$371K +$354K +6,000 New
NL
706
NWAM LLC
Washington
$367K -$21K -355 -6%
WCM
707
Windham Capital Management
Massachusetts
$365K +$354K +6,000 New
RCA
708
Rowland Carmichael Advisors
Arizona
$364K -$48.9K -829 -12%
HL
709
HeadInvest LLC
Maine
$363K -$286K -4,847 -45%
AOWM
710
Alpha Omega Wealth Management
Virginia
$359K +$5.9K +100 +2%
FNC
711
First National Corp
Massachusetts
$355K -$40.8K -692 -11%
G
712
Gainplan
Michigan
$354K -$5.49K -93 -2%
AP
713
Appleton Partners
Massachusetts
$353K +$19.5K +330 +6%
ACM
714
Allred Capital Management
Texas
$352K -$305K -5,169 -47%
CAC
715
Certified Advisory Corp
Florida
$352K -$177K -3,000 -34%
CHA
716
Cooper/Haims Advisors
New York
$351K -$93.2K -1,579 -21%
ZIM
717
Zacks Investment Management
Illinois
$340K +$17.1K +290 +5%
KFGK
718
Keystone Financial Group (Kentucky)
Kentucky
$337K +$42K +712 +15%
ACA
719
Aptus Capital Advisors
Alabama
$336K +$327K +5,534 New
QCM
720
Quest Capital Management
Texas
$330K -$5.21M -88,342 -94%
MWM
721
MorganRosel Wealth Management
Colorado
$328K – – –
PAI
722
Pittenger & Anderson Inc
Nebraska
$327K -$13.3K -225 -4%
OWA
723
Outlook Wealth Advisors
Texas
$326K +$317K +5,368 New
RWA
724
River Wealth Advisors
Pennsylvania
$323K -$14.9K -252 -5%
BCM
725
Bourgeon Capital Management
Connecticut
$319K – – –
27 28
29
30 31