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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
801
Viewpoint Capital Management
Washington
$1.94M +$169K +2,095 +10%
DWA
802
Dougherty Wealth Advisers
Minnesota
$1.94M – – –
APG
803
Abacus Planning Group
South Carolina
$1.94M – – –
BA
804
Brightwater Advisory
Florida
$1.93M -$125K -1,548 -6%
TF
805
Trek Financial
Arizona
$1.93M -$2.22M -27,528 -54%
RT
806
Rockland Trust
Massachusetts
$1.92M +$72.6K +901 +4%
AIM
807
Advyzon Investment Management
Illinois
$1.92M +$1.21M +14,995 +177%
QWP
808
Quotient Wealth Partners
Texas
$1.91M -$97.3K -1,207 -5%
BAM
809
Berkshire Asset Management
Pennsylvania
$1.9M -$42.2K -523 -2%
NAS
810
NWF Advisory Services
California
$1.9M -$82K -1,018 -4%
CFP
811
Cascade Financial Partners
California
$1.9M +$1.88M +23,292 New
AO
812
Advisor OS
Illinois
$1.9M +$30.7K +381 +2%
FA
813
FDx Advisors
Illinois
$1.9M +$486K +6,035 +35%
CWA
814
Clarus Wealth Advisors
Arizona
$1.89M -$66.5K -825 -3%
GSIS
815
Global Strategic Investment Solutions
Arizona
$1.89M -$81 -1 -0%
LCWP
816
Legacy Capital Wealth Partners
Arkansas
$1.89M +$491K +6,090 +36%
NFP
817
Narus Financial Partners
Utah
$1.88M +$160K +1,980 +9%
PCA
818
Pallas Capital Advisors
Massachusetts
$1.88M -$204K -2,532 -10%
EFG
819
Embree Financial Group
Illinois
$1.86M -$279K -3,461 -13%
WGCA
820
Wolf Group Capital Advisors
Virginia
$1.86M -$958K -11,882 -34%
RFO
821
RiverGlades Family Offices
Florida
$1.86M -$108K -1,345 -6%
BO
822
Bank OZK
Arkansas
$1.86M -$127K -1,578 -6%
WTA
823
Washington Trust Advisors
Massachusetts
$1.85M – – –
PTC
824
Private Trust Company
Ohio
$1.85M -$61.4K -762 -3%
AWM
825
Atticus Wealth Management
Florida
$1.85M -$140K -1,736 -7%
31 32
33
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