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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
751
Litman Gregory Wealth Management
California
$1.56M -$236K -4,022 -12%
AC
752
Apella Capital
Connecticut
$1.56M +$419K +7,129 +32%
CP
753
Capital Planning
Washington
$1.55M +$441K +7,492 +34%
4FG
754
4Thought Financial Group
New York
$1.55M +$160K +2,720 +10%
AWMS
755
Advocacy Wealth Management Services
Georgia
$1.54M +$90K +1,530 +6%
KFGK
756
Keystone Financial Group (Kentucky)
Kentucky
$1.54M +$221K +3,758 +15%
PP
757
Pegasus Partners
Wisconsin
$1.53M -$157K -2,673 -8%
FCH
758
Freestone Capital Holdings
Washington
$1.53M -$1.94M -32,976 -53%
OCM
759
Objective Capital Management
Ohio
$1.52M +$90K +1,531 +6%
W
760
WealthOne
New York
$1.52M -$204K -3,461 -11%
CT
761
Colonial Trust
South Carolina
$1.52M +$1.69M +28,825 New
I2I
762
Insight 2811 Inc
Illinois
$1.51M +$2.29K +39 +0.1%
SIG
763
Stonegate Investment Group
Alabama
$1.51M -$49.6K -844 -3%
AFG
764
Arkansas Financial Group
Arkansas
$1.5M +$143K +2,435 +9%
1SB
765
1ST Source Bank
Indiana
$1.5M +$8.06K +137 +0.5%
CCP
766
Clarkston Capital Partners
Michigan
$1.49M +$1.18M +20,085 +246%
SC
767
Stephens Consulting
Michigan
$1.48M -$228K -3,878 -12%
FCM
768
Firestone Capital Management
Florida
$1.48M -$113K -1,928 -6%
FFMBT
769
First Farmers & Merchants Bank Trust
Tennessee
$1.48M +$74.2K +1,262 +5%
EAM
770
Evanson Asset Management
California
$1.47M -$67.7K -1,151 -4%
HH
771
Hilltop Holdings
Texas
$1.46M -$122K -2,079 -7%
CAL
772
Capital Advisors Ltd
Ohio
$1.45M -$62.9K -1,069 -4%
VA
773
Valmark Advisers
Ohio
$1.44M +$184K +3,135 +13%
CFA
774
Cahill Financial Advisors
Minnesota
$1.44M -$156K -2,647 -9%
HIM
775
Hanlon Investment Management
New Jersey
$1.43M – – –
29 30
31
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