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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1201
Obermeyer Wealth Partners
Colorado
$417K -$34.8K -520 -7%
HBT
1202
Hills Bank & Trust
Iowa
$416K +$266K +3,976 +160%
LOPW
1203
Live Oak Private Wealth
North Carolina
$413K +$21K +314 +5%
CGPCS
1204
Capital Group Private Client Services
California
$411K -$937 -14 -0.2%
KDA
1205
Kraft Davis & Associates
Missouri
$409K – – –
KFI
1206
Key Financial Inc
Pennsylvania
$408K +$8.64K +129 +2%
OA
1207
Operose Advisors
Wisconsin
$407K +$423K +6,319 New
NP
1208
NorthRock Partners
Minnesota
$404K +$420K +6,272 New
RG
1209
Rathbones Group
United Kingdom
$403K +$420K +6,270 New
MWM
1210
MorganRosel Wealth Management
Colorado
$403K – – –
GWM
1211
Graybill Wealth Management
Illinois
$402K +$86.9K +1,298 +26%
VA
1212
Vident Advisory
Georgia
$400K +$416K +6,218 New
MCM
1213
Morton Capital Management
California
$398K +$182K +2,713 +78%
PIM
1214
Penobscot Investment Management
Massachusetts
$397K +$413K +6,175 New
RWA
1215
Ropes Wealth Advisors
Massachusetts
$397K -$1.9M -28,400 -82%
SWM
1216
SeaCrest Wealth Management
New York
$395K -$5.49K -82 -1%
GWANC
1217
Guardian Wealth Advisors (North Carolina)
North Carolina
$394K +$174K +2,606 +74%
ETIA
1218
Epic Trust Investment Advisors
Washington
$392K +$34.5K +515 +9%
GC
1219
Garde Capital
Washington
$390K +$306K +4,575 +308%
MCA
1220
Maryland Capital Advisors
Maryland
$390K – – –
PA
1221
PFW Advisors
Georgia
$390K – – –
WCM
1222
Windham Capital Management
Massachusetts
$386K – – –
NCM
1223
Northwest Capital Management
Oregon
$383K -$12.9K -193 -3%
CCP
1224
Clarkston Capital Partners
Michigan
$381K -$75.3K -1,125 -16%
TCOV
1225
Trust Company of Vermont
Vermont
$379K +$27.1K +405 +7%
47 48
49
50 51