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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
151
Callan Family Office
Pennsylvania
$105M +$7.61M +79,275 +8%
NYLIM
152
New York Life Investment Management
New York
$104M +$4.57M +47,556 +5%
TI
153
Truepoint Inc
Ohio
$103M -$6.26M -65,175 -6%
DC
154
Davenport & Co
Virginia
$102M +$13.8M +144,118 +16%
TFCP
155
Twin Focus Capital Partners
Massachusetts
$101M +$840K +8,749 +0.8%
FNT
156
First National Trust
Pennsylvania
$101M +$1.39M +14,431 +1%
WFA
157
Wellspring Financial Advisors
Ohio
$100M +$7.18M +74,768 +5%
DT
158
Diversified Trust
Tennessee
$99.7M +$1.56M +16,290 +2%
RCAG
159
Rehmann Capital Advisory Group
Michigan
$99.2M +$2.53M +26,320 +3%
LEA
160
Legacy Edge Advisors
New York
$99.2M +$1.94M +20,189 +2%
MCM
161
Makena Capital Management
California
$98.3M -$5.76M -59,999 -6%
GLLW
162
Graves Light Lenhart Wealth
Virginia
$97.9M +$5.29M +55,117 +6%
AL
163
Aspiriant LLC
California
$97.6M +$2.3M +23,916 +2%
KA
164
Klingman & Associates
New York
$96.8M +$4.31M +44,824 +5%
CCWA
165
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$96M -$9.1M -94,696 -9%
BPA
166
Beacon Pointe Advisors
California
$95.4M +$10.6M +109,865 +13%
PCIG
167
Partners Capital Investment Group
Massachusetts
$93.3M +$4.46M +46,425 +5%
FDP
168
Financiere des Professionnels
Quebec, Canada
$93.1M +$1.43M +14,900 +2%
FFA
169
Fragasso Financial Advisors
Pennsylvania
$92.5M +$3.19M +33,257 +4%
SIA
170
Strategic Investment Advisors
Michigan
$92.2M +$13.8M +144,003 +18%
BCM
171
Brookstone Capital Management
Illinois
$91.8M -$8.17M -85,056 -8%
TCBWMS
172
Texas Capital Bank Wealth Management Services
Texas
$90.7M +$18.4M +191,103 +26%
ANTB
173
AMG National Trust Bank
Colorado
$90.2M -$2.18M -22,661 -2%
CIA
174
Concurrent Investment Advisors
Florida
$90M +$21.5M +224,235 +32%
FHB
175
First Hawaiian Bank
Hawaii
$88.9M -$585K -6,093 -0.7%
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