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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
901
Argent Capital Management
Missouri
$319K +$26.6K +420 +9%
CPC
902
Consolidated Planning Corp
Georgia
$317K +$308K +4,862 New
EIA
903
Eldridge Investment Advisors
New Hampshire
$315K – – –
MCM
904
Mitchell Capital Management
Kansas
$315K +$306K +4,824 New
NPA
905
Nichols & Pratt Advisers
Massachusetts
$312K +$50.7K +800 +20%
AP
906
Appleton Partners
Massachusetts
$308K -$2.85K -45 -0.9%
CPSC
907
Carl P. Sherr & Co
Massachusetts
$308K +$299K +4,719 New
QFA
908
Quattro Financial Advisors
Texas
$308K +$297K +4,689 New
PWA
909
Peterson Wealth Advisors
Utah
$307K +$4K +63 +1%
CNB
910
Camden National Bank
Maine
$305K -$108K -1,706 -27%
WIP
911
Wellesley Investment Partners
Massachusetts
$303K +$75.9K +1,196 +35%
TCM
912
Traynor Capital Management
Pennsylvania
$301K +$31.2K +492 +12%
BA
913
Ballast Advisors
Minnesota
$298K +$289K +4,561 New
TWM
914
Tolleson Wealth Management
Texas
$295K – – –
HIMCH
915
Hartford Investment Management Co (HIMCO)
Connecticut
$295K +$11.4K +180 +4%
MAS
916
Madden Advisory Services
Florida
$295K +$16K +252 +6%
RCM
917
Radnor Capital Management
Pennsylvania
$294K – – –
DACG
918
Donor Advised Charitable Giving
California
$293K -$48.1K -758 -14%
CST
919
Charles Schwab Trust
Nevada
$288K +$3.87K +61 +1%
AIC
920
Ameritas Investment Company
Nebraska
$286K +$634 +10 +0.2%
BOPW
921
Brandywine Oak Private Wealth
Pennsylvania
$282K – – –
LSA
922
Lion Street Advisors
Texas
$279K +$272K +4,291 New
TFGT
923
TS Financial Group (TSFG)
Illinois
$273K -$40.7K -641 -13%
NCM
924
Northwest Capital Management
Oregon
$273K – – –
PWM
925
Perigon Wealth Management
California
$272K +$264K +4,160 New
35 36
37
38 39