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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
826
Contravisory Investment Management
Massachusetts
$984K +$265K +4,183 +29%
CTC
827
Central Trust Company
Missouri
$975K -$89.2K -1,406 -7%
WS
828
Wedbush Securities
California
$966K -$390K -6,150 -25%
AWM
829
Atticus Wealth Management
Florida
$964K -$448K -7,056 -28%
GTAM
830
Global Trust Asset Management
Florida
$963K -$28.6K -450 -2%
LFA
831
Landmark Financial Advisors
Kentucky
$961K -$213K -3,363 -16%
PJB
832
Paul John Balson
California
$960K +$1.14M +17,955 New
FTC
833
Farmers Trust Company
Ohio
$959K +$60K +946 +6%
LFS
834
Lutz Financial Services
Nebraska
$958K -$1.95M -30,770 -63%
CIP
835
Chartwell Investment Partners
Pennsylvania
$958K – – –
GL
836
Graypoint LLC
New York
$956K +$1.14M +17,887 New
PWA
837
Physician Wealth Advisors
Utah
$954K -$198K -3,117 -15%
FMW
838
Farr Miller & Washington
District of Columbia
$952K -$16.1K -253 -1%
EBT
839
Enterprise Bank & Trust
Massachusetts
$950K -$5.9K -93 -0.5%
NCM
840
Nelson Capital Management
California
$947K -$2.11M -33,178 -65%
LWCFA
841
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$946K -$50.5K -795 -4%
KPW
842
Kore Private Wealth
New York
$943K -$22.3K -352 -2%
PCIG
843
Partners Capital Investment Group
Massachusetts
$938K – – –
RG
844
Rikoon Group
New Mexico
$928K +$34.5K +544 +3%
JWA
845
JFS Wealth Advisors
Pennsylvania
$922K +$356K +5,614 +48%
OSNBOA
846
Old Second National Bank of Aurora
Illinois
$918K -$251K -3,959 -19%
SDWMA
847
Schneider Downs Wealth Management Advisors
Pennsylvania
$918K +$68.3K +1,076 +7%
FPIS
848
Financial Planning & Information Services
Wisconsin
$914K – – –
RWM
849
Reston Wealth Management
Virginia
$913K +$850K +13,396 +364%
SC
850
Savant Capital
Illinois
$909K +$86.9K +1,370 +9%
32 33
34
35 36