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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1576
Beaumont Financial Advisors
Massachusetts
$230K +$220K +3,094 New
CCG
1577
Catalina Capital Group
California
$229K +$2.56K +36 +1%
CASC
1578
Coppell Advisory Solutions Corp
Texas
$229K +$220K +3,087 New
CB
1579
Centennial Bank
Arkansas
$229K +$48.3K +679 +28%
CPCM
1580
Cardinal Point Capital Management
Ontario, Canada
$228K -$4.84K -68 -2%
PP
1581
Prosperity Planning
Missouri
$228K -$1.28K -18 -0.6%
GWS
1582
Glassman Wealth Services
Virginia
$228K +$56.4K +792 +35%
PMG
1583
ProVise Management Group
Florida
$228K +$13.7K +192 +7%
GPA
1584
Guerra Pan Advisors
New Jersey
$228K -$28.8K -404 -12%
WP
1585
WMS Partners
Maryland
$227K +$217K +3,052 New
MWM
1586
Melfa Wealth Management
Massachusetts
$226K +$216K +3,039 New
STB
1587
S&T Bank
Pennsylvania
$225K – – –
PG
1588
Proffitt & Goodson
Tennessee
$225K – – –
GCP
1589
Gill Capital Partners
Colorado
$225K – – –
SWM
1590
Sugarloaf Wealth Management
Georgia
$224K -$330K -4,634 -61%
PO
1591
Private Ocean
California
$223K -$48.8K -685 -19%
SFB
1592
STAR Financial Bank
Indiana
$223K +$214K +3,000 New
APP
1593
Avantax Planning Partners
Iowa
$223K +$213K +2,998 New
RPCA
1594
Running Point Capital Advisors
California
$222K -$10.9K -153 -5%
ETS
1595
ESL Trust Services
New York
$221K +$8.97K +126 +4%
WCM
1596
WealthBridge Capital Management
Ohio
$221K +$212K +2,979 New
CSWM
1597
Cassady Schiller Wealth Management
Ohio
$221K +$29.3K +412 +16%
TFG
1598
Taylor Financial Group
Virginia
$220K – – –
CSIC
1599
Clifford Swan Investment Counsel
California
$219K -$35.9K -504 -15%
GAA
1600
Global Assets Advisory
Florida
$219K +$211K +2,967 New
62 63
64
65 66