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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
1601
Rothschild Capital Partners
New York
$227K +$230K +3,129 New
LIA
1602
Lynx Investment Advisory
District of Columbia
$227K +$230K +3,128 New
MCP
1603
Mirador Capital Partners
California
$227K +$74 +1 +0%
VAS
1604
Vestmark Advisory Solutions
Massachusetts
$227K -$118K -1,607 -34%
CWP
1605
Concord Wealth Partners
Virginia
$225K -$32.7K -445 -13%
ST
1606
Somerset Trust
Pennsylvania
$225K – – –
RPCA
1607
Running Point Capital Advisors
California
$224K +$6.92K +94 +3%
GWS
1608
Glassman Wealth Services
Virginia
$223K – – –
ACM
1609
Absolute Capital Management
Pennsylvania
$223K +$20.5K +278 +10%
GI
1610
Gradient Investments
Minnesota
$223K +$160K +2,173 +243%
GPA
1611
Guerra Pan Advisors
New Jersey
$223K – – –
FWMM
1612
Foundation Wealth Management (Missouri)
Missouri
$221K +$224K +3,047 New
PGAM
1613
Princeton Global Asset Management
New Jersey
$221K +$178K +2,425 +392%
PP
1614
Prosperity Planning
Missouri
$221K -$2.65K -36 -1%
PG
1615
Proffitt & Goodson
Tennessee
$220K – – –
NDSI
1616
Newman Dignan & Sheerar Inc
Rhode Island
$220K +$18.4K +250 +9%
LSIA
1617
LaSalle St. Investment Advisors
Illinois
$220K +$13.2K +179 +6%
SWM
1618
Sugarloaf Wealth Management
Georgia
$219K – – –
MSAM
1619
Moloney Securities Asset Management
Missouri
$219K +$222K +3,012 New
PO
1620
Private Ocean
California
$218K – – –
PMG
1621
ProVise Management Group
Florida
$217K -$6.11K -83 -3%
ETS
1622
ESL Trust Services
New York
$217K – – –
CAM
1623
Creekmur Asset Management
Illinois
$216K +$3.68K +50 +2%
WCM
1624
WealthBridge Capital Management
Ohio
$216K – – –
WP
1625
WMS Partners
Maryland
$216K -$5.52K -75 -2%
63 64
65
66 67