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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1601
Clearstead Trust
Maine
$164K -$129K -1,950 -46%
SIS
1602
Sound Income Strategies
Florida
$160K +$114K +1,737 +320%
GWS
1603
Glassman Wealth Services
Virginia
$160K – – –
GI
1604
GAMMA Investing
California
$160K +$151K +2,286 New
SHIM
1605
Stone House Investment Management
Pennsylvania
$157K -$6.06K -92 -4%
NL
1606
NVWM LLC
Pennsylvania
$155K +$145K +2,202 New
OFG
1607
Oxford Financial Group
Indiana
$155K -$9.16K -139 -6%
TH
1608
TCTC Holdings
Texas
$151K +$47.8K +725 +51%
MRCM
1609
M&R Capital Management
New Jersey
$150K +$14.1K +214 +11%
AP
1610
Atwood & Palmer
Missouri
$146K -$25.4K -385 -16%
HGERS
1611
Householder Group Estate & Retirement Specialist
Arizona
$144K -$16.3K -247 -11%
BFEC
1612
Benjamin F. Edwards & Company
Missouri
$144K +$19.6K +298 +17%
SL
1613
Salomon & Ludwin
Virginia
$143K – – –
FMII
1614
Farmers & Merchants Investments Inc
Nebraska
$141K -$52.7K -800 -29%
PA
1615
PSI Advisors
Florida
$140K – – –
NS
1616
NBC Securities
Alabama
$139K -$25K -380 -16%
TCG
1617
Transcendent Capital Group
Oklahoma
$138K +$129K +1,958 New
CPA
1618
Clear Point Advisors
New York
$137K +$128K +1,947 New
FPB
1619
First PREMIER Bank
South Dakota
$134K – – –
LWCFA
1620
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K -$162K -2,457 -57%
LOIP
1621
Live Oak Investment Partners
Texas
$127K – – –
MFC
1622
Mechanics Financial Corp
Ohio
$127K – – –
SRCM
1623
Signature Resources Capital Management
California
$127K +$119K +1,799 New
EWM
1624
Evermay Wealth Management
Virginia
$125K +$7.65K +116 +7%
IPW
1625
Impact Partnership Wealth
Georgia
$122K +$2.44K +37 +2%
63 64
65
66 67