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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
201
RPg Family Wealth Advisory
Massachusetts
$999K +$135K +2,516 +15%
NSIM
202
North Star Investment Management
Illinois
$974K +$295K +5,516 +42%
ICAS
203
Investors Capital Advisory Services
Massachusetts
$941K +$232K +4,343 +31%
PTC
204
Private Trust Company
Ohio
$813K +$136K +2,535 +19%
CFA
205
Cahill Financial Advisors
Minnesota
$812K +$264K +4,931 +46%
VFS
206
VSR Financial Services
Kansas
$803K +$281K +5,257 +51%
BTS
207
BB&T Securities
Virginia
$802K -$75.5K -1,412 -8%
KWMG
208
King Wealth Management Group
Florida
$786K -$1.36M -25,496 -63%
SS
209
Simplicity Solutions
Minnesota
$764K +$119K +2,222 +18%
SMC
210
Smith, Moore & Co
Missouri
$758K +$781K +14,601 New
BJL
211
Brighton Jones LLC
Washington
$756K +$30.7K +575 +4%
LWA
212
Lenox Wealth Advisors
New York
$740K -$168K -3,137 -18%
SG
213
Strid Group
Pennsylvania
$704K +$220K +4,113 New
EWM
214
Empirical Wealth Management
Washington
$702K -$1.31M -24,421 -64%
CIM
215
Cetera Investment Management
California
$673K -$849K -15,871 -55%
CMP
216
Courage Miller Partners
Virginia
$663K -$27.3K -511 -4%
PWAP
217
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$662K +$396K +7,400 +138%
JIC
218
Johnson Investment Counsel
Ohio
$654K – – –
SIC
219
Sigma Investment Counselors
Michigan
$642K +$176K +3,300 +36%
ACS
220
Archford Capital Strategies
Illinois
$640K -$15K -280 -2%
VWM
221
Venturi Wealth Management
Texas
$635K +$11.3K +211 +2%
FBA
222
Front Barnett Associates
Illinois
$626K – – –
HIMC
223
Heritage Investors Management Corp
Maryland
$619K +$17.6K +330 +3%
FHA
224
First Horizon Advisors
Tennessee
$610K +$615K +11,506 +4,602%
PJSIMP
225
P.J. Schmidt Investment Management (PJS)
Wisconsin
$596K +$58K +1,084 +10%
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9
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