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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
826
Private Ocean
California
$150K -$137K -2,232 -48%
EWM
827
Executive Wealth Management
Michigan
$146K -$34.8K -568 -19%
CI
828
CX Institutional
Indiana
$145K -$596K -9,724 -80%
ACS
829
Archford Capital Strategies
Illinois
$142K -$563K -9,185 -80%
MA
830
Mangham Associates
Virginia
$135K +$2.57K +42 +2%
HPC
831
HM Payson & Co
Maine
$134K +$133K +2,175 New
LWM
832
Lenox Wealth Management
Ohio
$125K +$33.9K +554 +37%
LPIC
833
LeJeune Puetz Investment Counsel
Michigan
$123K -$18.4K -300 -13%
PCP
834
Proficio Capital Partners
Massachusetts
$123K – – –
KTC
835
Kistler-Tiffany Companies
Pennsylvania
$122K – – –
FPFS
836
First Personal Financial Services
North Carolina
$121K – – –
SIAP
837
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$119K +$76.1K +1,242 +177%
CQS
838
Credential Qtrade Securities
$112K – – –
CB
839
CNB Bank
Pennsylvania
$111K – – –
1IA
840
1834 Investment Advisors
Wisconsin
$107K +$39.9K +652 +60%
PC
841
Permanens Capital
New York
$106K +$15.3K +250 +17%
TFO
842
Tarbox Family Office
California
$103K +$919 +15 +0.9%
AWMS
843
Advocacy Wealth Management Services
Georgia
$101K +$10.4K +169 +11%
RFWA
844
RPg Family Wealth Advisory
Massachusetts
$101K – – –
GI
845
Gradient Investments
Minnesota
$100K +$68.6K +1,120 +217%
PIA
846
Phoenix Investment Adviser
New York
$97K – – –
AAP
847
Arax Advisory Partners
Colorado
$97K +$96.4K +1,573 New
M
848
MOTCO
Texas
$92K -$3.13K -51 -3%
TFS
849
TrustCore Financial Services
Tennessee
$90K -$1.41K -23 -2%
BC
850
Barnett & Company
Tennessee
$89K – – –
32 33
34
35 36