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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
876
Cooper/Haims Advisors
New York
$359K -$17.3K -272 -5%
CA
877
Calton & Associates
Florida
$356K +$346K +5,462 New
NAM
878
NorthCoast Asset Management
Connecticut
$354K -$46.8K -738 -12%
FWCM
879
Ferguson Wellman Capital Management
Oregon
$353K -$21.4K -338 -6%
SMG
880
Spectrum Management Group
Indiana
$352K -$355K -5,595 -51%
QPWM
881
Quadrant Private Wealth Management
Pennsylvania
$352K -$22.7K -358 -6%
MWM
882
MorganRosel Wealth Management
Colorado
$352K – – –
PCA
883
Personal Capital Advisors
California
$352K +$342K +5,398 New
KCM
884
Kornitzer Capital Management
Kansas
$352K +$342K +5,399 New
CIC
885
Carnegie Investment Counsel
Ohio
$348K +$50.8K +801 +18%
SAS
886
Stelac Advisory Services
New York
$348K +$338K +5,325 New
SWPG
887
Strategic Wealth Partners Group
Illinois
$344K +$335K +5,277 New
BCM
888
Bourgeon Capital Management
Connecticut
$343K – – –
XF
889
XML Financial
Maryland
$343K +$333K +5,254 New
TCM
890
TD Capital Management
Tennessee
$342K +$3.36K +53 +1%
AWMS
891
Advocacy Wealth Management Services
Georgia
$340K +$124K +1,960 +60%
TNB
892
Thomasville National Bank
Georgia
$338K +$2.85K +45 +0.9%
CMBA
893
C.M. Bidwell & Associates
Hawaii
$337K +$244K +3,850 +294%
BSW
894
Buckingham Strategic Wealth
Missouri
$333K +$86.9K +1,370 +37%
APW
895
Acima Private Wealth
Virginia
$332K – – –
SC
896
Steph & Co
Wisconsin
$332K +$323K +5,093 New
TPA
897
Trivium Point Advisory
Connecticut
$331K +$8.18K +129 +3%
ACI
898
Alpha Cubed Investments
California
$328K -$85.1K -1,342 -21%
PCS
899
Personal CFO Solutions
New Jersey
$325K – – –
VFM
900
Vivid Financial Management
California
$325K +$319K +5,025 New
34 35
36
37 38