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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
251
Oxford Financial Group
Indiana
$13M +$427K +5,883 +3%
LGWM
252
Litman Gregory Wealth Management
California
$12.9M +$13M +178,491 New
UFA
253
US Financial Advisors
Massachusetts
$12.9M +$264K +3,642 +2%
LP
254
LGL Partners
Pennsylvania
$12.8M +$240K +3,301 +2%
HWA
255
Heritage Wealth Advisors
Virginia
$12.7M +$171K +2,356 +1%
AWS
256
Atria Wealth Solutions
New York
$12.7M +$2.1M +28,854 +20%
WT
257
Whittier Trust
California
$12.7M -$151K -2,080 -1%
CCFM
258
Clear Creek Financial Management
Washington
$12.4M +$9.79M +134,835 +375%
LNWTC
259
Laird Norton Wetherby Trust Company
Washington
$12.3M -$218K -3,008 -2%
AAS
260
Avantax Advisory Services
Texas
$12.1M +$353K +4,857 +3%
AF
261
Allworth Financial
California
$12.1M -$16.7M -229,889 -58%
VCA
262
Verdence Capital Advisors
Maryland
$12M -$357K -4,917 -3%
CASB
263
Cape Ann Savings Bank
Massachusetts
$11.9M +$2.74M +37,665 +30%
CGFA
264
Colton Groome Financial Advisors
North Carolina
$11.8M +$3.22M +44,287 +37%
JHU
265
Johns Hopkins University
Maryland
$11.7M – – –
FT
266
Fiduciary Trust
Massachusetts
$11.7M -$35.2K -485 -0.3%
SWM
267
Spire Wealth Management
Virginia
$11.7M -$31.5K -434 -0.3%
EH
268
Equitable Holdings
New York
$11.6M +$1.55M +21,307 +15%
MC
269
Martin & Co
Tennessee
$11.6M -$457K -6,288 -4%
SDAM
270
Shulman DeMeo Asset Management
New York
$11.5M +$20K +275 +0.2%
HBT
271
Hills Bank & Trust
Iowa
$11.5M -$315K -4,331 -3%
OAM
272
Oppenheimer Asset Management
New York
$11.4M -$263K -3,620 -2%
OC
273
Oppenheimer & Co
New York
$11.4M +$956K +13,166 +9%
PA
274
Parallel Advisors
California
$11.2M -$194K -2,675 -2%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$11.1M +$293K +4,041 +3%
9 10
11
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