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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1301
Cypress Wealth Services
California
$521K -$14.3K -195 -3%
T
1302
Tidemark
California
$521K +$24.9K +338 +5%
HWMO
1303
Heritage Wealth Management (Ohio)
Ohio
$520K +$515K +6,998 New
VFPI
1304
Vantage Financial Partners (Illinois)
Illinois
$517K -$13.8M -187,459 -96%
BWM
1305
BCGM Wealth Management
Indiana
$515K -$61K -829 -10%
KFI
1306
Key Financial Inc
Pennsylvania
$515K +$55.5K +754 +12%
PWP
1307
Private Wealth Partners
California
$514K – – –
HWA
1308
Hilltop Wealth Advisors
North Carolina
$514K -$442 -6 -0.1%
IFWM
1309
Institute for Wealth Management
Colorado
$513K +$520K +7,068 New
SB
1310
Simmons Bank
Arkansas
$510K +$7.14K +97 +1%
MM
1311
Meridian Management
Arkansas
$509K +$82.9K +1,127 +19%
DWA
1312
Douglass Winthrop Advisors
New York
$508K -$85.7K -1,165 -14%
CAM
1313
CPA Asset Management
Florida
$505K -$56.1K -762 -10%
BCM
1314
BluePointe Capital Management
California
$505K -$2.35K -32 -0.5%
PIFP
1315
Partners in Financial Planning
Virginia
$505K +$5.3K +72 +1%
JCM
1316
Jacobi Capital Management
Pennsylvania
$496K +$169K +2,292 +51%
IF
1317
Ironwood Financial
Arizona
$494K -$39K -530 -7%
ACA
1318
Ackerman Capital Advisors
Texas
$494K – – –
HPC
1319
HM Payson & Co
Maine
$492K -$21.4K -291 -4%
MFWP
1320
Mosaic Family Wealth Partners
Missouri
$487K +$22.7K +309 +5%
SCM
1321
Sebold Capital Management
Illinois
$485K -$101K -1,368 -17%
PFA
1322
Petra Financial Advisors
Colorado
$485K -$5.37K -73 -1%
CGPCS
1323
Capital Group Private Client Services
California
$482K +$8.68K +118 +2%
OC
1324
Oarsman Capital
Wisconsin
$479K +$211K +2,869 +77%
FWIA
1325
Fort Washington Investment Advisors
Ohio
$476K – – –
51 52
53
54 55