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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
401
Litman Gregory Wealth Management
California
$5.25M -$5.6M -82,928 -52%
PH
402
Pinnacle Holdings
Oklahoma
$5.24M – – –
BHIA
403
Birch Hill Investment Advisors
Massachusetts
$5.24M +$87.5K +1,296 +2%
MWM
404
Mission Wealth Management
California
$5.19M -$395K -5,854 -7%
BFS
405
Bradley Foster & Sargent
Connecticut
$5.19M -$944K -13,975 -15%
LBC
406
Lawrence B. Cohen
$5.13M +$374K +5,545 +8%
ATFA
407
All Terrain Financial Advisors
Minnesota
$5.12M +$668K +9,898 +15%
BA
408
BKS Advisors
Michigan
$5.05M +$63.5K +941 +1%
CIAS
409
Capital Investment Advisory Services
North Carolina
$5.01M +$332K +4,920 +7%
ST
410
Sentinel Trust
Texas
$5M -$16.2K -240 -0.3%
BWA
411
BDO Wealth Advisors
Florida
$4.95M +$194K +2,880 +4%
RT
412
Rockland Trust
Massachusetts
$4.93M +$250K +3,709 +5%
BAM
413
Bruderman Asset Management
New York
$4.9M +$489K +7,241 +11%
FCBT
414
First Citizens Bank & Trust
North Carolina
$4.88M +$138K +2,039 +3%
SIC
415
Sigma Investment Counselors
Michigan
$4.87M -$151K -2,231 -3%
NB
416
NBT Bank
New York
$4.87M -$225K -3,326 -4%
RWP
417
RWA Wealth Partners
Massachusetts
$4.84M -$491K -7,275 -9%
CC
418
Chanos & Company
New York
$4.83M +$1.22M +18,046 +34%
MMHP
419
Murphy Middleton Hinkle & Parker
Georgia
$4.79M -$35.1K -520 -0.7%
DWT
420
Dorsey & Whitney Trust
South Dakota
$4.79M – – –
WC
421
Whitnell & Co
Illinois
$4.79M +$457K +6,766 +11%
BHWM
422
Bar Harbor Wealth Management
New Hampshire
$4.75M -$155K -2,300 -3%
B
423
Bailard
California
$4.72M +$295K +4,375 +7%
SMC
424
Smith, Moore & Co
Missouri
$4.7M +$358K +5,295 +8%
PA
425
Pinnacle Associates
New York
$4.69M +$92.6K +1,371 +2%
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17
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