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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
W
876
WealthStone
Ohio
$307K +$291K +5,371 New
MCM
877
Monument Capital Management
Virginia
$307K -$8.19M -151,103 -97%
BCM
878
Bourgeon Capital Management
Connecticut
$300K – – –
JIP
879
Jaffetilchin Investment Partners
Florida
$299K -$357K -6,595 -56%
PB
880
Pinnacle Bancorp
Nebraska
$296K +$1.9K +35 +0.7%
CAI
881
Capital Advisors Inc
Oklahoma
$294K +$265K +4,888 New
MWM
882
MorganRosel Wealth Management
Colorado
$293K -$14.9K -275 -5%
TA
883
TCG Advisors
Texas
$292K +$277K +5,103 New
ACM
884
Argent Capital Management
Missouri
$291K +$276K +5,092 New
PAS
885
Partnervest Advisory Services
California
$290K -$26.4K -488 -9%
MFW
886
Mosaic Family Wealth
Missouri
$287K -$354K -6,538 -57%
LG
887
Leuthold Group
Minnesota
$284K – – –
HWM
888
HighMark Wealth Management
Minnesota
$284K +$1.14K +21 +0.4%
PWPS
889
Pinnacle Wealth Planning Services
Ohio
$280K -$287K -5,302 -52%
LWP
890
Legacy Wealth Planning
Nevada
$280K -$89.8K -1,657 -25%
CDIA
891
Capital Directions Investment Advisors
Georgia
$280K -$22.4K -413 -8%
SSB
892
Sandy Spring Bank
Maryland
$280K -$5.09K -94 -2%
PWM
893
PBMares Wealth Management
Virginia
$277K -$72.1K -1,330 -22%
GA
894
Geller Advisors
New York
$277K -$31.9K -589 -11%
MCM
895
Mitchell Capital Management
Kansas
$276K – – –
CPSC
896
Carl P. Sherr & Co
Massachusetts
$276K +$3.52K +65 +1%
JG
897
Jefferies Group
New York
$275K -$39.6K -730 -13%
C
898
Certuity
Florida
$274K +$259K +4,788 New
AAMC
899
Asset Allocation & Management Company
Illinois
$272K -$662K -12,223 -72%
FAM
900
Formidable Asset Management
Ohio
$272K +$250K +4,621 New
34 35
36
37 38