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iShares Core MSCI Total International Stock ETF
IXUS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
351
Reilly Financial Advisors
California
$5K – – –
SFG
352
Sowa Financial Group
Rhode Island
$5K – – –
SWM
353
Sugarloaf Wealth Management
Georgia
$5K – – –
JCM
354
Jacobi Capital Management
Pennsylvania
$4K – – –
KPW
355
Kore Private Wealth
New York
$4K – – –
TFS
356
TrustCore Financial Services
Tennessee
$4K – – –
SSB
357
Sandy Spring Bank
Maryland
$4K +$1.13K +20 +36%
WPA
358
West Paces Advisors
Georgia
$3.32K – – –
LWA
359
Lowe Wealth Advisors
Maryland
$3K -$10.8K -192 -76%
IAS
360
IMA Advisory Services
Colorado
$3K – – –
LWANC
361
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
RMC
362
Resources Management Corp
Connecticut
$3K – – –
TRCT
363
Tower Research Capital (TRC)
New York
$3K +$3.84K +68 +6,800%
LFG
364
LifePlan Financial Group
Ohio
$2K – – –
PP
365
PrairieView Partners
Minnesota
$2K +$2.65K +47 New
GI
366
Gradient Investments
Minnesota
$1K – – –
TC
367
Truvestments Capital
Florida
$1K +$2.37K +42 New
AWA
368
Arkadios Wealth Advisors
Georgia
$470 – – –
WIM
369
Westside Investment Management
California
$15 +$18.9K +334 New
PPW
370
Pasadena Private Wealth
California
– -$23.3M -375,626 Closed
CC
371
Cadinha & Co
Hawaii
– -$12.8M -207,350 Closed
CCM
372
Coldstream Capital Management
Washington
– -$8.85M -142,961 Closed
SHIM
373
Stone House Investment Management
Pennsylvania
– -$6.24M -100,772 Closed
AWC
374
Abundance Wealth Counselors
Pennsylvania
– -$5.32M -86,016 Closed
FI
375
FormulaFolio Investments
Michigan
– -$1.96M -31,717 Closed
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15
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