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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
751
Willow Creek Wealth Management
California
$698K -$7.79K -117 -1%
BCM
752
Brookmont Capital Management
Texas
$697K -$9.99K -150 -1%
BC
753
Burney Company
Virginia
$692K – – –
TBNY
754
Trustco Bank (New York)
New York
$689K +$3.2K +48 +0.4%
TSW
755
Thompson Siegel & Walmsley
Virginia
$677K -$5.99K -90 -0.8%
PL
756
Plancorp LLC
Missouri
$673K +$706K +10,600 New
LCM
757
Lucas Capital Management
New Jersey
$672K -$233K -3,500 -25%
NEPPG
758
New England Professional Planning Group
Rhode Island
$669K +$260K +3,899 +59%
RPGK
759
Retirement Planning Group (Kansas)
Kansas
$665K -$250K -3,752 -26%
GIA
760
Granite Investment Advisors
New Hampshire
$665K +$3.33K +50 +0.5%
RVPG
761
Relative Value Partners Group
$664K +$396K +5,941 New
ZIM
762
Zacks Investment Management
Illinois
$662K +$25.3K +380 +4%
DSC
763
Duncker Streett & Co
Missouri
$651K +$16.6K +250 +2%
PL
764
Parthenon LLC
Kentucky
$649K +$130K +1,950 +24%
CLOS
765
Compagnie Lombard Odier SCmA
Switzerland
$647K – – –
LOT
766
Lombard Odier Transatlantic
Quebec, Canada
$647K – – –
SSWM
767
Smith Salley Wealth Management
North Carolina
$645K -$246K -3,693 -27%
RC
768
RegentAtlantic Capital
New Jersey
$645K -$19.8K -298 -3%
NPF
769
Norris Perne & French
Michigan
$643K +$1.33K +20 +0.2%
MIM
770
Marco Investment Management
Georgia
$635K – – –
AIA
771
Avalon Investment & Advisory
Texas
$631K +$662K +9,939 New
TBA
772
Train Babcock Advisors
New York
$630K -$206K -3,090 -24%
CA
773
Corrado Advisors
New Jersey
$629K +$233K +3,505 +55%
PCA
774
Peddock Capital Advisors
Massachusetts
$618K -$10.1K -152 -2%
TCM
775
Tuttle Capital Management
Connecticut
$615K +$645K +9,693 New
29 30
31
32 33