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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
751
Meeder Asset Management
Ohio
$1.29M -$274K -4,060 -18%
RIS
752
Retirement Income Solutions
Michigan
$1.28M -$155K -2,290 -11%
CW
753
Cobiz Wealth
Colorado
$1.28M -$24K -356 -2%
LRIC
754
Long Road Investment Counsel
Michigan
$1.27M -$13.5K -200 -1%
EWG
755
Executive Wealth Group
Washington
$1.25M – – –
WAM
756
Watermark Asset Management
California
$1.25M -$15.2K -225 -1%
WHG
757
Westwood Holdings Group
Texas
$1.25M – – –
CWM
758
Cabot Wealth Management
Massachusetts
$1.24M -$53.6K -794 -4%
AFS
759
Access Financial Services
Minnesota
$1.23M +$384K +5,680 +46%
GTAM
760
Global Trust Asset Management
Florida
$1.23M -$1.69K -25 -0.1%
FPTW
761
Franklin, Parlapiano, Turner & Welch
Texas
$1.23M -$39.2K -580 -3%
SC
762
Savant Capital
Illinois
$1.23M +$200K +2,967 +20%
APP
763
Avantax Planning Partners
Iowa
$1.21M +$116K +1,725 +11%
BO
764
BRR OpCo
Ohio
$1.19M +$10.7K +158 +0.9%
CT
765
Cambridge Trust
Massachusetts
$1.19M -$31.3K -464 -3%
WAP
766
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$9.99K +148 +0.9%
AAA
767
Adams Asset Advisors
Texas
$1.18M – – –
RWMH
768
Riverpoint Wealth Management Holdings
Illinois
$1.17M -$16.3K -242 -1%
CCM
769
Colorado Capital Management
Colorado
$1.16M -$71.9K -1,064 -6%
VCA
770
Verdence Capital Advisors
Maryland
$1.15M +$6.14K +91 +0.5%
SFFS
771
Stonehage Fleming Financial Services
Jersey
$1.15M – – –
LWIC
772
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.15M – – –
SFM
773
Signature Financial Management
Virginia
$1.15M +$7.56K +112 +0.7%
PA
774
Parallel Advisors
California
$1.14M -$768K -11,372 -40%
OIA
775
Optimum Investment Advisors
Illinois
$1.14M -$41.1K -609 -3%
29 30
31
32 33