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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1001
Lighthouse Financial Advisors
Maryland
$378K -$112K -1,561 -23%
BCM
1002
Bourgeon Capital Management
Connecticut
$378K – – –
SFG
1003
Sovereign Financial Group
Connecticut
$377K -$2.21K -31 -0.6%
3LCM
1004
3D/L Capital Management
Connecticut
$376K +$373K +5,220 New
AWP
1005
Ascent Wealth Partners
New York
$375K +$93.5K +1,309 +34%
SC
1006
Schoolcraft Capital
Colorado
$374K – – –
TCMP
1007
Thrive Capital Management (Pennsylvania)
Pennsylvania
$374K +$19.7K +275 +6%
MKA
1008
M. Kulyk & Associates
Georgia
$373K – – –
PI
1009
Parkside Investments
Illinois
$373K +$370K +5,182 New
RC
1010
RegentAtlantic Capital
New Jersey
$372K -$9.15K -128 -2%
BF
1011
Blankinship & Foster
California
$367K +$364K +5,089 New
DWP
1012
Destiny Wealth Partners
Florida
$362K -$21.7K -304 -6%
PWPS
1013
Pinnacle Wealth Planning Services
Ohio
$362K +$10.5K +147 +3%
WP
1014
WealthPLAN Partners
Nebraska
$361K +$8.86K +124 +3%
PG
1015
Proffitt & Goodson
Tennessee
$359K +$129K +1,800 +57%
C
1016
Certuity
Florida
$357K -$500 -7 -0.1%
HWA
1017
HCR Wealth Advisors
California
$357K +$224K +3,133 +172%
CFAM
1018
Center For Asset Management
Florida
$351K +$348K +4,868 New
MWM
1019
MorganRosel Wealth Management
Colorado
$344K -$25.5K -357 -7%
MCCP
1020
Mission Creek Capital Partners
California
$344K +$64.5K +903 +23%
BFO
1021
Biltmore Family Office
North Carolina
$343K – – –
GA
1022
Geller Advisors
New York
$343K – – –
RP
1023
Rowlandmiller & Partners
Georgia
$343K – – –
CRI
1024
Colonial River Investments
Virginia
$341K -$15K -210 -4%
CSIA
1025
Charles Schwab Investment Advisory
California
$341K +$339K +4,737 New
39 40
41
42 43