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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
826
Private Capital Management (Colorado)
Colorado
$1.5M -$215 -3 -0%
RWP
827
RWA Wealth Partners
Massachusetts
$1.5M +$90.8K +1,268 +6%
SAM
828
Sequent Asset Management
Texas
$1.5M -$26.4K -368 -2%
VWA
829
Visionary Wealth Advisors
Illinois
$1.49M -$45.3K -633 -3%
GSWM
830
Greenup Street Wealth Management
Michigan
$1.49M -$68.4K -955 -4%
PTC
831
Private Trust Company
Ohio
$1.49M +$50.1K +700 +3%
CTFG
832
Capstone Triton Financial Group
Oklahoma
$1.48M +$27.1K +378 +2%
CSPIA
833
Cary Street Partners Investment Advisory
Virginia
$1.48M +$819K +11,434 +114%
SC
834
Steph & Co
Wisconsin
$1.48M -$9.67K -135 -0.6%
CI
835
CX Institutional
Indiana
$1.48M -$1.43M -20,024 -48%
PBO
836
Peoples Bank (Ohio)
Ohio
$1.48M +$128K +1,793 +9%
QCG
837
Quadrant Capital Group
Ohio
$1.47M -$1.12M -15,624 -42%
GFS
838
GYL Financial Synergies
Connecticut
$1.46M -$75.7K -1,057 -5%
LWIC
839
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.46M +$31.5K +440 +2%
ST
840
Smithfield Trust
Pennsylvania
$1.46M – – –
HSWM
841
Hubbell Strickland Wealth Management
Louisiana
$1.46M – – –
MSFS
842
Main Street Financial Solutions
Pennsylvania
$1.46M -$117K -1,631 -7%
OPCM
843
Osborne Partners Capital Management
California
$1.46M -$176K -2,450 -10%
CIP
844
Chartwell Investment Partners
Pennsylvania
$1.46M – – –
PWLP
845
Prio Wealth Limited Partnership
Massachusetts
$1.45M +$30.1K +420 +2%
RMDI
846
R.M. Davis Inc
Maine
$1.45M -$46.2K -645 -3%
DFC
847
DB Fitzpatrick & Co
Idaho
$1.45M -$208K -2,909 -12%
WTB
848
Washington Trust Bank
Washington
$1.45M +$69.2K +966 +5%
OPWM
849
Oakwell Private Wealth Management
Texas
$1.44M – – –
KLCM
850
KG&L Capital Management
Louisiana
$1.44M +$108K +1,508 +8%
32 33
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