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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Cornerstone Wealth Management
Missouri
$981K -$496K -7,019 -33%
BTWM
927
Baker Tilly Wealth Management
Wisconsin
$980K +$538K +7,602 +117%
CFS
928
CRA Financial Services
New Jersey
$974K +$41.7K +590 +4%
TCM
929
Tufton Capital Management
Maryland
$973K +$24.1K +340 +2%
FIM
930
Freedom Investment Management
Connecticut
$969K +$108K +1,533 +12%
RF
931
Resolute Financial
Massachusetts
$964K -$72.6K -1,027 -7%
JWCA
932
J.W. Coons Advisors
Ohio
$956K -$8.42K -119 -0.9%
COF
933
Capital One Financial
Virginia
$952K -$284K -4,019 -23%
OAP
934
One Advisory Partners
Kansas
$939K +$67.2K +950 +8%
MWP
935
Madison Wealth Partners
Wisconsin
$935K +$470K +6,641 +98%
IBOK
936
Independence Bank of Kentucky
Kentucky
$933K +$64K +905 +7%
EPA
937
Element Pointe Advisors
Florida
$932K -$8.08M -114,267 -90%
GWM
938
Grand Wealth Management
Michigan
$931K – – –
OSAM
939
O'Shaughnessy Asset Management
Connecticut
$929K +$366K +5,181 +63%
FB
940
Fulton Bank
Pennsylvania
$923K -$25.3K -357 -3%
TC
941
TownSquare Capital
Utah
$906K -$1.61M -22,779 -64%
MYIA
942
Mount Yale Investment Advisors
Colorado
$891K -$1.1M -15,566 -55%
AIP
943
Ahrens Investment Partners
Louisiana
$890K – – –
4FG
944
4Thought Financial Group
New York
$887K -$61.9K -875 -6%
DSA
945
Droms Strauss Advisors
Missouri
$885K -$229K -3,237 -21%
ASBI
946
American State Bank (Iowa)
Iowa
$881K -$102K -1,435 -10%
CWM
947
Chicago Wealth Management
Illinois
$878K -$16.1M -227,543 -95%
DAS
948
Dynamic Advisor Solutions
Arizona
$876K -$474K -6,698 -35%
RPSA
949
Richard P. Slaughter Associates
Texas
$876K +$892K +12,611 New
SBH
950
Segall Bryant & Hamill
Illinois
$873K +$888K +12,550 New
36 37
38
39 40