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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
601
Belpointe Asset Management
Nevada
$2.76M -$501 -8 -0%
WFM
602
Wolff Financial Management
Michigan
$2.73M -$738K -11,777 -22%
RI
603
Rinkey Investments
California
$2.72M +$2.59M +41,372 New
GWWM
604
Great Waters Wealth Management
Minnesota
$2.7M +$2.36M +37,607 New
CIA
605
Choate Investment Advisors
Massachusetts
$2.69M +$12K +192 +0.5%
NEPWA
606
New England Private Wealth Advisors
Massachusetts
$2.69M +$10.1K +162 +0.4%
KPWS
607
Kestra Private Wealth Services
Texas
$2.68M +$198K +3,165 +8%
AWM
608
Apollon Wealth Management
South Carolina
$2.66M +$14.1K +225 +0.6%
AFS
609
Annapolis Financial Services
Maryland
$2.66M – – –
JFL
610
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.65M +$2.53M +40,445 New
PWM
611
Palumbo Wealth Management
New York
$2.65M -$66K -1,053 -3%
PFA
612
Pettinga Financial Advisors
Indiana
$2.65M -$118K -1,883 -4%
SSWM
613
Sheets Smith Wealth Management
North Carolina
$2.64M -$25.3K -404 -1%
CT
614
Coastline Trust
Rhode Island
$2.64M +$9.08K +145 +0.4%
NCM
615
Neumann Capital Management
California
$2.64M -$1.23M -19,612 -33%
AFA
616
American Financial Advisors
Georgia
$2.63M +$15.2K +242 +0.6%
BOM
617
Bank of Marin
California
$2.63M +$66.6K +1,063 +3%
SBL
618
Sargent Bickham Lagudis
Colorado
$2.63M +$65.2K +1,041 +3%
IIM
619
InTrack Investment Management
Vermont
$2.62M +$174K +2,775 +7%
LC
620
LTG Capital
Massachusetts
$2.6M +$2.06M +32,892 +492%
RCA
621
Rex Capital Advisors
Rhode Island
$2.59M +$2.47M +39,499 New
PFS
622
Prospera Financial Services
Texas
$2.59M -$630K -10,050 -20%
WGCA
623
Wolf Group Capital Advisors
Virginia
$2.58M -$1.16M -18,532 -32%
NL
624
NWAM LLC
Washington
$2.57M +$179K +2,861 +8%
CFMC
625
Curbstone Financial Management Corp
New Hampshire
$2.56M +$6.26K +100 +0.3%
23 24
25
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