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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1501
Frank Rimerman Advisors
California
$804K – – –
FA
1502
Fermata Advisors
California
$801K -$20.5K -220 -2%
MAG
1503
Mayfair Advisory Group
Alabama
$800K – – –
JPWM
1504
Jamison Private Wealth Management
Georgia
$798K – – –
CWA
1505
Continuum Wealth Advisors
New York
$791K +$2.52K +27 +0.3%
KLI
1506
Kelman-Lazarov Inc
Tennessee
$790K -$71.6K -767 -8%
KPWM
1507
KDK Private Wealth Management
Texas
$789K -$1.21K -13 -0.1%
VA
1508
Vident Advisory
Georgia
$787K -$10.9K -117 -1%
UBV
1509
United Bank (Virginia)
Virginia
$785K +$108K +1,152 +15%
PVI
1510
Pine Valley Investments
New Jersey
$784K -$12K -129 -1%
CHAM
1511
Clear Harbor Asset Management
Connecticut
$784K +$21.4K +229 +3%
FCFC
1512
First Citizens Financial Corp
Iowa
$782K -$41.1K -440 -5%
SWM
1513
SeaCrest Wealth Management
New York
$778K -$292K -3,125 -27%
SHFG
1514
S Harris Financial Group
Texas
$778K -$49.5K -530 -6%
GSC
1515
G&S Capital
Colorado
$775K – – –
FC
1516
Fulcrum Capital
Washington
$774K – – –
1CP
1517
17 Capital Partners
Arizona
$772K +$115K +1,237 +17%
DCM
1518
Dudley Capital Management
Virginia
$770K – – –
RFN
1519
RDA Financial Network
Iowa
$770K +$269K +2,878 +51%
OAM
1520
Occidental Asset Management
California
$766K -$3.08K -33 -0.4%
SCA
1521
Stonebridge Capital Advisors
Minnesota
$765K -$103K -1,101 -12%
FP
1522
Financial Perspectives
Minnesota
$764K +$29.2K +313 +4%
CWS
1523
Cypress Wealth Services
California
$762K -$28.4K -304 -3%
FF
1524
Foundry Financial
California
$761K +$121K +1,300 +18%
GWS
1525
Glassman Wealth Services
Virginia
$760K -$37.6K -403 -5%
59 60
61
62 63