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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
826
Chesley Taft & Associates
Illinois
$1.15M +$93K +1,223 +9%
CCM
827
Carlson Capital Management
Minnesota
$1.14M -$2.97K -39 -0.3%
CL
828
CPWM LLC
Washington
$1.13M -$388K -5,102 -25%
TPW
829
TL Private Wealth
Texas
$1.12M -$2.13K -28 -0.2%
RB
830
Renasant Bank
Mississippi
$1.11M -$76.5K -1,005 -6%
CWM
831
Cornerstone Wealth Management
Missouri
$1.1M +$716K +9,407 +174%
TPWA
832
TRUE Private Wealth Advisors
Oregon
$1.09M +$76 +1 +0%
WB
833
WesBanco Bank
West Virginia
$1.09M +$77.2K +1,015 +7%
BAM
834
Belpointe Asset Management
Nevada
$1.08M -$129K -1,693 -10%
WFA
835
West Financial Advisors
Iowa
$1.08M -$57.1K -750 -5%
BJL
836
Brighton Jones LLC
Washington
$1.08M +$27.8K +365 +3%
EK
837
Evensky & Katz
Florida
$1.07M -$5.48K -72 -0.5%
WMP
838
Wealth Management Partners
Arizona
$1.07M -$21.5K -283 -2%
BDF
839
Black Diamond Financial
Maryland
$1.05M -$70.7K -930 -6%
EPP
840
ETF Portfolio Partners
Kansas
$1.03M +$989 +13 +0.1%
4FG
841
4Thought Financial Group
New York
$1.03M -$275K -3,611 -21%
PWM
842
Perigon Wealth Management
California
$1.03M +$173K +2,275 +20%
HFA
843
High Falls Advisors
New York
$1.02M -$38.3K -504 -4%
EIP
844
Ellis Investment Partners
Pennsylvania
$1.02M +$122K +1,606 +13%
CFB
845
Cullen/Frost Bankers
Texas
$1.01M -$105K -1,382 -9%
SWM
846
Segment Wealth Management
Texas
$1.01M – – –
ASBI
847
American State Bank (Iowa)
Iowa
$1M +$86.5K +1,137 +9%
TSS
848
Two Sigma Securities
New York
$1M +$1.03M +13,475 New
CIC
849
Carnegie Investment Counsel
Ohio
$1M -$13.1K -172 -1%
RW
850
RVW Wealth
California
$1M +$245K +3,227 +60%
32 33
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