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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1101
Boston Family Office
Massachusetts
$508K – – –
SWM
1102
SeaCrest Wealth Management
New York
$508K +$6.84K +91 +1%
SL
1103
SWMG LLC
Texas
$507K -$217K -2,885 -30%
FG
1104
Foster Group
Iowa
$507K – – –
GKWIM
1105
Gerber Kawasaki Wealth & Investment Management
California
$506K +$508K +6,753 +20,464%
KMWM
1106
Keudell/Morrison Wealth Management
Oregon
$503K +$1.13K +15 +0.2%
LPT
1107
Legacy Private Trust
Wisconsin
$503K +$120K +1,591 +31%
GCA
1108
Gradient Capital Advisors
California
$501K +$301 +4 +0.1%
FPS
1109
Fieldpoint Private Securities
Connecticut
$496K +$351K +4,667 +236%
FWA
1110
FSC Wealth Advisors
New York
$495K +$498K +6,630 New
CA
1111
CoreCap Advisors
Michigan
$493K +$496K +6,606 New
AP
1112
Appleton Partners
Massachusetts
$491K +$88.2K +1,174 +22%
3LCM
1113
3D/L Capital Management
Connecticut
$490K +$5.19K +69 +1%
SSW
1114
Stone Summit Wealth
Florida
$489K +$491K +6,530 New
ACM
1115
Ategra Capital Management
Virginia
$489K +$150 +2 +0%
BHIA
1116
Birch Hill Investment Advisors
Massachusetts
$485K -$9.77K -130 -2%
BTWM
1117
Baker Tilly Wealth Management
Wisconsin
$485K +$155K +2,064 +47%
RPGK
1118
Retirement Planning Group (Kansas)
Kansas
$484K -$18.8K -250 -4%
EF
1119
Empirical Finance
Pennsylvania
$484K +$129K +1,720 +36%
SC
1120
Stolper & Co
Oklahoma
$482K – – –
OCM
1121
Orion Capital Management
California
$481K -$36.2K -482 -7%
AFP
1122
Ausdal Financial Partners
Iowa
$480K +$1.2K +16 +0.2%
AIM
1123
Anchor Investment Management
South Carolina
$480K +$348K +4,637 +259%
CRC
1124
Curi RMB Capital
Illinois
$479K +$60.6K +807 +14%
PWM
1125
PBMares Wealth Management
Virginia
$472K -$160K -2,130 -25%
43 44
45
46 47