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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
Arete Wealth Advisors
Illinois
$2.77M +$80.2K +939 +3%
KA
727
Klingman & Associates
New York
$2.75M -$334K -3,914 -11%
NIM
728
Nexus Investment Management
Ontario, Canada
$2.73M -$85.4K -1,000 -3%
MAM
729
Marquette Asset Management
Minnesota
$2.72M -$82.2K -963 -3%
TCBWMS
730
Texas Capital Bank Wealth Management Services
Texas
$2.71M -$385K -4,513 -13%
FSWA
731
Financial Synergies Wealth Advisors
Texas
$2.7M +$35.4K +415 +1%
FTC
732
Farmers Trust Company
Ohio
$2.69M -$630K -7,384 -20%
KWM
733
Kingsview Wealth Management
Oregon
$2.65M -$28.7K -336 -1%
FNBOO
734
First National Bank of Omaha
Nebraska
$2.63M -$8.62K -101 -0.3%
RIS
735
Retirement Income Solutions
Michigan
$2.63M -$374K -4,376 -13%
AL
736
ACAS LLC
California
$2.62M -$45K -527 -2%
MF
737
Montis Financial
Massachusetts
$2.61M -$47.9K -561 -2%
CB
738
Community Bank
New York
$2.61M – – –
CP
739
Cumberland Partners
Ontario, Canada
$2.61M +$2.49M +29,168 New
CCWA
740
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.59M -$129K -1,506 -5%
WW
741
Westshore Wealth
California
$2.59M +$99.8K +1,169 +4%
WC
742
Woodstock Corp
Massachusetts
$2.57M -$19.2K -225 -0.8%
GL
743
Graypoint LLC
New York
$2.56M +$96.8K +1,134 +4%
WA
744
WBH Advisory
Maryland
$2.56M +$28.7K +336 +1%
GKWIM
745
Gerber Kawasaki Wealth & Investment Management
California
$2.56M +$1.66M +19,456 +211%
MPCG
746
Matrix Private Capital Group
New York
$2.55M -$45.4K -532 -2%
WF
747
Welch & Forbes
Massachusetts
$2.55M -$128K -1,501 -5%
BWA
748
Bordeaux Wealth Advisors
California
$2.55M -$39.2K -459 -2%
SO
749
STRS Ohio
Ohio
$2.53M -$538K -6,300 -18%
LFG
750
Larson Financial Group
Missouri
$2.53M -$376K -4,401 -13%
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30
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