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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
876
HighMark Wealth Management
Minnesota
$244K -$351K -5,894 -55%
BJL
877
Brighton Jones LLC
Washington
$243K +$59.6K +1,002 +26%
PD
878
Planning Directions
Pennsylvania
$243K +$290K +4,875 New
MCM
879
Mitchell Capital Management
Kansas
$241K – – –
CIC
880
Carnegie Investment Counsel
Ohio
$238K -$33.4K -561 -11%
CPSC
881
Carl P. Sherr & Co
Massachusetts
$238K +$2.8K +47 +1%
QFA
882
Quattro Financial Advisors
Texas
$238K +$67K +1,125 +24%
RP
883
Rowlandmiller & Partners
Georgia
$237K +$283K +4,758 New
CFD
884
Creative Financial Designs
Indiana
$236K +$129K +2,165 +84%
AP
885
Appleton Partners
Massachusetts
$235K -$595 -10 -0.2%
PWA
886
Peterson Wealth Advisors
Utah
$235K – – –
CBT
887
Capital Bank & Trust
California
$234K -$664K -11,151 -70%
FHA
888
First Horizon Advisors
Tennessee
$232K -$2.66M -44,670 -91%
CWC
889
Carolinas Wealth Consulting
North Carolina
$231K +$81.4K +1,368 +42%
RMDI
890
R.M. Davis Inc
Maine
$229K -$60.7K -1,020 -18%
DFG
891
Demars Financial Group
Washington
$226K +$270K +4,536 New
CNB
892
Camden National Bank
Maine
$225K -$10.3K -173 -4%
WIP
893
Wellesley Investment Partners
Massachusetts
$225K -$8.63K -145 -3%
RCM
894
Radnor Capital Management
Pennsylvania
$225K – – –
TWM
895
Tolleson Wealth Management
Texas
$225K – – –
LSA
896
Lion Street Advisors
Texas
$224K +$11.2K +189 +4%
SIAS
897
Shine Investment Advisory Services
Colorado
$224K +$226K +3,805 +555%
TFGT
898
TS Financial Group (TSFG)
Illinois
$219K +$12.6K +211 +5%
NF
899
Nikulski Financial
Iowa
$218K -$254K -4,265 -49%
CC
900
Courier Capital
New York
$217K +$257K +4,319 New
34 35
36
37 38