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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1226
Key Financial Inc
Pennsylvania
$37K – – –
SIAP
1227
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K – – –
FPW
1228
Flagship Private Wealth
Massachusetts
$34.3K -$786 -11 -2%
SPWG
1229
Sage Private Wealth Group
Illinois
$33K – – –
IF
1230
Ironwood Financial
Arizona
$32K – – –
MRCM
1231
M&R Capital Management
New Jersey
$32K – – –
RPCA
1232
Running Point Capital Advisors
California
$32K – – –
PSB
1233
Piscataqua Savings Bank
New Hampshire
$32K +$31.7K +444 New
OIS
1234
Okabena Investment Services
Minnesota
$31K – – –
GI
1235
Gradient Investments
Minnesota
$30K -$23.1K -323 -43%
OFG
1236
Oxford Financial Group
Indiana
$30K – – –
SFSIG
1237
San Francisco Sentry Investment Group
California
$30K – – –
HFS
1238
Horizon Financial Services
North Carolina
$30K +$29.4K +412 New
BWP
1239
Baldwin Wealth Partners
Massachusetts
$30K +$30K +420 New
AIA
1240
Arcadia Investment Advisors
Idaho
$28.6K – – –
FPS
1241
Fieldpoint Private Securities
Connecticut
$28K -$374K -5,234 -93%
LC
1242
Lindbrook Capital
California
$28K +$1.07K +15 +4%
EW
1243
Evoke Wealth
California
$27K – – –
HDIM
1244
Hanson & Doremus Investment Management
Vermont
$27K +$500 +7 +2%
KFS
1245
Kelly Financial Services
Massachusetts
$24.1K -$85K -1,189 -78%
SNT
1246
Security National Trust
West Virginia
$24K -$14.9K -209 -39%
AWM
1247
AllSquare Wealth Management
New York
$24K – – –
TCM
1248
Tradewinds Capital Management
Washington
$24K +$1.57K +22 +7%
MWM
1249
Mascoma Wealth Management
New Hampshire
$24K +$23.9K +334 New
KPCM
1250
Kings Point Capital Management
New York
$24K +$24K +336 New
48 49
50
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