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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1226
PCG Asset Management
New Jersey
$917K +$90.9K +1,215 +11%
GWM
1227
GDS Wealth Management
Texas
$911K +$41.7K +558 +5%
UWS
1228
Unique Wealth Strategies
Illinois
$909K +$899K +12,016 New
CP
1229
Clarendon Private
Massachusetts
$908K – – –
SWRP
1230
Summit Wealth & Retirement Planning
California
$907K +$185K +2,477 +26%
WWM
1231
Wolff Wiese Magana
California
$907K +$133K +1,777 +17%
KL
1232
KWMG LLC
Kansas
$906K -$45.4K -607 -5%
SIC
1233
Salem Investment Counselors
North Carolina
$906K -$2.84K -38 -0.3%
NCM
1234
Noesis Capital Mangement
Florida
$905K -$29.2K -390 -3%
PWS
1235
Peterson Wealth Services
Utah
$905K -$104K -1,386 -10%
CCG
1236
Cypress Capital Group
Florida
$903K +$442K +5,913 +98%
ST
1237
Sabal Trust
Florida
$900K – – –
GSEP
1238
Golden State Equity Partners
California
$899K +$56.8K +760 +7%
ESB
1239
Essex Savings Bank
Connecticut
$897K -$10.9K -146 -1%
PBO
1240
Peoples Bank (Ohio)
Ohio
$893K -$143K -1,918 -14%
WP
1241
Westmount Partners
California
$892K +$7.55K +101 +0.9%
FWA
1242
FSC Wealth Advisors
New York
$892K +$140K +1,875 +19%
NAMNJ
1243
NorthStar Asset Management (New Jersey)
New Jersey
$891K -$53.2K -711 -6%
CF
1244
Centaurus Financial
California
$888K +$76.9K +1,028 +10%
HPC
1245
HM Payson & Co
Maine
$888K -$357K -4,770 -29%
SSWG
1246
Seven Springs Wealth Group
Tennessee
$887K -$6.51K -87 -0.7%
CWC
1247
Carolinas Wealth Consulting
North Carolina
$885K +$52.3K +699 +6%
SBH
1248
Segall Bryant & Hamill
Illinois
$882K -$11.7K -156 -1%
KWM
1249
KFG Wealth Management
Indiana
$882K -$58.2K -778 -6%
EK
1250
Evensky & Katz
Florida
$880K -$42.5K -568 -5%
48 49
50
51 52