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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
801
Windward Private Wealth Management
Kansas
$1.41M -$86.1K -1,144 -6%
FAIM
802
Financial Advocates Investment Management
Washington
$1.4M -$4.47M -59,416 -77%
BCM
803
BTR Capital Management
California
$1.4M -$30.5K -405 -2%
5L
804
55I LLC
Massachusetts
$1.39M +$1.06M +14,071 +330%
TNB
805
Thomasville National Bank
Georgia
$1.39M +$22.8K +303 +1%
TIA
806
Tiemann Investment Advisors
California
$1.37M -$24.7K -328 -2%
CIP
807
Chartwell Investment Partners
Pennsylvania
$1.36M – – –
PA
808
Procyon Advisors
Connecticut
$1.34M -$120K -1,598 -8%
LOPW
809
Live Oak Private Wealth
North Carolina
$1.34M +$92.2K +1,224 +7%
CWM
810
Cahaba Wealth Management
Georgia
$1.34M -$50.7K -673 -4%
TA
811
Trellis Advisors
Washington
$1.34M – – –
HFP
812
Holistic Financial Partners
Indiana
$1.33M -$4.52K -60 -0.3%
TWA
813
TCI Wealth Advisors
Arizona
$1.33M -$49.6K -659 -4%
LWAC
814
Laurel Wealth Advisors (California)
California
$1.33M +$110K +1,457 +9%
KPW
815
Kore Private Wealth
New York
$1.33M +$1.88K +25 +0.1%
TTWM
816
TCV Trust & Wealth Management
Virginia
$1.32M -$176K -2,340 -12%
PWA
817
Physician Wealth Advisors
Utah
$1.32M – – –
FFW
818
Fusion Family Wealth
New York
$1.32M +$69.4K +922 +6%
EE
819
EWG Elevate
California
$1.31M +$132K +1,758 +11%
IF
820
Intrua Financial
Texas
$1.29M +$626K +8,316 +104%
EBT
821
Enterprise Bank & Trust
Massachusetts
$1.28M – – –
TFS
822
Thoroughbred Financial Services
Tennessee
$1.28M -$28.5K -379 -2%
CA
823
Cornerstone Advisory
Maryland
$1.28M +$154K +2,043 +14%
OPWM
824
Oakwell Private Wealth Management
Texas
$1.27M +$98.9K +1,314 +8%
B
825
Bridgeworth
Alabama
$1.27M -$101K -1,346 -7%
31 32
33
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