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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
751
Heritage Wealth Advisors
Virginia
$1.52M +$547 +8 +0%
TIM
752
Tortoise Investment Management
New York
$1.5M -$332K -4,850 -19%
BOM
753
Bank of Marin
California
$1.5M +$897K +13,120 +175%
IWA
754
Intercontinental Wealth Advisors
Texas
$1.49M +$8K +117 +0.6%
MC
755
Middleton & Co
Massachusetts
$1.49M – – –
TI
756
Truepoint Inc
Ohio
$1.48M +$32.7K +478 +2%
TFA
757
Trinity Financial Advisors
Ohio
$1.48M +$1.39M +20,302 New
ST
758
Smithfield Trust
Pennsylvania
$1.48M -$170K -2,489 -11%
EAM
759
Evanson Asset Management
California
$1.48M +$131K +1,922 +11%
MIAN
760
Mariner Independent Advisor Network
Kansas
$1.47M +$1.38M +20,155 New
PFM
761
Parsec Financial Management
North Carolina
$1.47M -$205K -3,000 -13%
NIM
762
Northeast Investment Management
Massachusetts
$1.46M -$135K -1,973 -9%
TW
763
Towerpoint Wealth
California
$1.46M – – –
SS
764
Simplicity Solutions
Minnesota
$1.46M -$445K -6,514 -25%
TPM
765
Triasima Portfolio Management
Quebec, Canada
$1.44M +$1.35M +19,750 New
WPWM
766
Windward Private Wealth Management
Kansas
$1.44M +$1.35M +19,712 New
TTWM
767
TCV Trust & Wealth Management
Virginia
$1.44M -$383K -5,593 -22%
OFG
768
Oxford Financial Group
Indiana
$1.43M -$1.5K -22 -0.1%
FTC
769
Farmers Trust Company
Ohio
$1.43M – – –
GT
770
Glenview Trust
Kentucky
$1.43M -$48.9K -715 -4%
1IA
771
1834 Investment Advisors
Wisconsin
$1.43M -$35.9K -525 -3%
GRP
772
Global Retirement Partners
California
$1.42M -$130K -1,895 -9%
TK
773
TIAA Kaspick
Massachusetts
$1.42M +$6.84K +100 +0.5%
PJB
774
Paul John Balson
California
$1.42M +$177K +2,593 +15%
NIM
775
Nexus Investment Management
Ontario, Canada
$1.42M – – –
29 30
31
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