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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
726
Miracle Mile Advisors
California
$404K +$399K +6,613 New
SCM
727
Smith Capital Management
Arkansas
$400K – – –
MIH
728
Madison Investment Holdings
Wisconsin
$399K – – –
JG
729
Jefferies Group
New York
$398K -$489K -8,100 -55%
WB
730
WesBanco Bank
West Virginia
$395K +$2.11K +35 +0.5%
CIAS
731
Capital Investment Advisory Services
North Carolina
$392K -$37.4K -620 -9%
CNB
732
Camden National Bank
Maine
$390K +$102K +1,692 +36%
ACI
733
Alpha Cubed Investments
California
$389K -$36.9K -612 -9%
ABC
734
Associated Banc-Corp
Wisconsin
$384K +$59.5K +985 +19%
DWM
735
Dakota Wealth Management
Florida
$383K +$141K +2,331 +59%
IPW
736
Inlet Private Wealth
Florida
$382K -$44.3K -734 -11%
RWA
737
River Wealth Advisors
Pennsylvania
$381K +$37.7K +624 +11%
SWP
738
Strategic Wealth Partners
Ohio
$377K -$43.7K -724 -5%
GM
739
GeoWealth Management
Illinois
$377K -$157K -2,600 -30%
NAM
740
NorthCoast Asset Management
Connecticut
$377K +$15.5K +256 +4%
BHWM
741
Bar Harbor Wealth Management
New Hampshire
$376K +$28.1K +466 +8%
OWD
742
Osborn Williams & Donohoe
Ohio
$367K -$1.99K -33 -0.5%
WCM
743
Windham Capital Management
Massachusetts
$366K – – –
AOWM
744
Alpha Omega Wealth Management
Virginia
$365K -$4.04K -67 -1%
KFGK
745
Keystone Financial Group (Kentucky)
Kentucky
$356K +$9.36K +155 +3%
CHA
746
Cooper/Haims Advisors
New York
$353K – – –
QPWM
747
Quadrant Private Wealth Management
Pennsylvania
$351K +$16.5K +273 +5%
FWCM
748
Ferguson Wellman Capital Management
Oregon
$351K +$31.4K +521 +10%
PJSIMP
749
P.J. Schmidt Investment Management (PJS)
Wisconsin
$348K -$3.86K -64 -1%
SFA
750
Sequoia Financial Advisors
Ohio
$346K -$91.7K -1,519 -21%
28 29
30
31 32