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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
901
Rowlandmiller & Partners
Georgia
$272K – – –
RW
902
RVW Wealth
California
$269K -$207K -3,811 -45%
VAG
903
VisionPoint Advisory Group
Texas
$269K +$245K +4,516 New
NGA
904
Naples Global Advisors
Florida
$267K -$95.9K -1,770 -27%
BOTW
905
Bank of the West
California
$261K -$172K -3,169 -41%
RCM
906
Radnor Capital Management
Pennsylvania
$258K – – –
TWM
907
Tolleson Wealth Management
Texas
$258K – – –
CNB
908
Camden National Bank
Maine
$257K – – –
WU
909
Wealthsimple US
New York
$257K +$243K +4,489 New
AWA
910
Arete Wealth Advisors
Illinois
$256K -$200K -3,699 -45%
WIP
911
Wellesley Investment Partners
Massachusetts
$254K -$3.52K -65 -1%
OCM
912
Oakwood Capital Management
California
$253K +$239K +4,417 New
SEIA
913
Signature Estate & Investment Advisors
California
$252K -$2.64M -48,664 -92%
CC
914
Courier Capital
New York
$251K – – –
ESB
915
Essex Savings Bank
Connecticut
$245K -$723K -13,333 -76%
ACA
916
Anchor Capital Advisors
Massachusetts
$244K -$244K -4,500 -51%
DADC
917
D.A. Davidson & Co
Montana
$243K -$2.62M -48,257 -92%
BP
918
BBR Partners
New York
$242K -$323K -5,959 -58%
SC
919
Schoolcraft Capital
Colorado
$241K +$229K +4,222 New
AP
920
Appleton Partners
Massachusetts
$241K -$27.1K -500 -11%
RMDI
921
R.M. Davis Inc
Maine
$239K -$22K -406 -9%
RC
922
RegentAtlantic Capital
New Jersey
$239K +$227K +4,186 New
AWP
923
Ascent Wealth Partners
New York
$238K -$542 -10 -0.2%
WFM
924
Wolff Financial Management
Michigan
$232K +$1.41K +26 +0.6%
NPA
925
Nichols & Pratt Advisers
Massachusetts
$230K – – –
35 36
37
38 39