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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
751
Retirement Income Solutions
Michigan
$3.25M – – –
JSSH
752
J. Safra Sarasin Holding
$3.23M – – –
JWWM
753
Johnson & White Wealth Management
Pennsylvania
$3.22M +$212K +2,066 +7%
CI
754
CX Institutional
Indiana
$3.22M +$386K +3,754 +14%
AGAM
755
Audent Global Asset Management
California
$3.19M -$1.65M -16,000 -34%
DWP
756
Daymark Wealth Partners
Ohio
$3.17M +$89.9K +874 +3%
UFAC
757
Urban Financial Advisory Corp
Illinois
$3.17M -$123K -1,192 -4%
CGPCS
758
Capital Group Private Client Services
California
$3.15M +$8.33K +81 +0.3%
CWA
759
CM Wealth Advisors
Ohio
$3.15M +$421K +4,094 +16%
BPW
760
BlueDoor Private Wealth
Massachusetts
$3.14M +$1.44K +14 +0%
EW
761
Elyxium Wealth
California
$3.13M +$1.65K +16 +0.1%
EB
762
Eastern Bank
Massachusetts
$3.13M -$42.9K -417 -1%
MPCG
763
Matrix Private Capital Group
New York
$3.13M +$118K +1,150 +4%
CM
764
Capula Management
Cayman Islands
$3.13M -$5.13M -49,843 -62%
CCFCSB
765
Cape Cod Five Cents Savings Bank
Massachusetts
$3.12M +$3.09M +30,075 New
SLP
766
Storen Legacy Partners
Indiana
$3.12M -$49.6K -482 -2%
FHC
767
First Heartland Consultants
Missouri
$3.12M -$355K -3,447 -10%
SW
768
SlateStone Wealth
Florida
$3.11M +$14.7K +143 +0.5%
AWM
769
Atticus Wealth Management
Florida
$3.1M +$85.9K +835 +3%
NCM
770
Neumann Capital Management
California
$3.1M -$82.3K -800 -3%
UB
771
Umpqua Bank
Oregon
$3.09M +$317K +3,080 +12%
WHCFA
772
William Howard & Co Financial Advisors
Tennessee
$3.07M -$95.6K -929 -3%
AF
773
ASL Financial
California
$3.07M +$14.1K +137 +0.5%
FSWA
774
Financial Synergies Wealth Advisors
Texas
$3.06M -$1.03K -10 -0%
SLF
775
Sun Life Financial
Ontario, Canada
$3.06M -$4.4M -42,754 -59%
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