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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
601
GAMCO Investors
Connecticut
$4.83M -$163K -1,720 -3%
GAM
602
Gould Asset Management
California
$4.81M -$67.3K -710 -1%
TFO
603
Tarbox Family Office
California
$4.73M -$84.5K -891 -2%
CIA
604
Choate Investment Advisors
Massachusetts
$4.73M -$5.88K -62 -0.1%
CFP
605
Cascade Financial Partners
California
$4.71M +$900K +9,490 +24%
AA
606
Alesco Advisors
New York
$4.71M +$162K +1,710 +4%
CAL
607
Capital Advisors Ltd
Ohio
$4.68M +$144K +1,513 +3%
ACA
608
Aptus Capital Advisors
Alabama
$4.68M -$138K -1,455 -3%
BAM
609
Belpointe Asset Management
Nevada
$4.67M -$159K -1,681 -3%
FIA
610
Foundations Investment Advisors
Arizona
$4.65M +$2.69M +28,366 +141%
JWA
611
JFS Wealth Advisors
Pennsylvania
$4.63M +$73.6K +776 +2%
AEPWM
612
Atlantic Edge Private Wealth Management
Florida
$4.63M -$220K -2,315 -5%
GCM
613
Genus Capital Management
British Columbia, Canada
$4.62M -$28.4K -299 -0.6%
FGWP
614
Founders Grove Wealth Partners
Virginia
$4.6M -$115K -1,211 -2%
NAM
615
NTV Asset Management
West Virginia
$4.6M +$634K +6,682 +16%
NC
616
NewSquare Capital
Pennsylvania
$4.6M -$1.9M -20,080 -30%
LFG
617
Leverty Financial Group
Wisconsin
$4.58M -$10.3K -109 -0.2%
FFA
618
Fragasso Financial Advisors
Pennsylvania
$4.58M -$35.2K -371 -0.8%
CIM
619
CIM Investment Management
Pennsylvania
$4.57M – – –
SIC
620
Sigma Investment Counselors
Michigan
$4.52M -$23.8K -251 -0.5%
TWC
621
TD Waterhouse Canada
Ontario, Canada
$4.45M +$220K +2,317 +5%
PIM
622
Penobscot Investment Management
Massachusetts
$4.44M +$235K +2,474 +6%
CFG
623
Compass Financial Group
Ohio
$4.42M +$4.37M +46,058 New
BBVA
624
Banco Bilbao Vizcaya Argentaria
Spain
$4.4M -$884K -9,321 -17%
TBT
625
Texas Bank & Trust
Texas
$4.39M -$6.64K -70 -0.2%
23 24
25
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