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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
876
Pathstone Family Office
New Jersey
$942K +$19.2K +308 +2%
DW
877
Domani Wealth
Pennsylvania
$941K +$42.5K +681 +4%
BPC
878
Banque Pictet & Cie
Switzerland
$940K -$1.08M -17,300 -52%
PNAA
879
Pictet North America Advisors
Switzerland
$940K -$1.08M -17,300 -52%
FUBT
880
First United Bank & Trust
Maryland
$940K -$245K -3,930 -20%
WAM
881
Watermark Asset Management
California
$940K -$151K -2,414 -13%
CCM
882
Colorado Capital Management
Colorado
$935K -$71.5K -1,145 -7%
CWM
883
Centric Wealth Management
Illinois
$933K +$991K +15,866 New
SMFS
884
Squar Milner Financial Services
California
$924K -$284K -4,554 -22%
BCI
885
Brinker Capital Investments
Pennsylvania
$919K -$781K -12,500 -44%
CHA
886
Cedar Hill Associates
Illinois
$918K +$93.7K +1,500 +11%
KLCM
887
KG&L Capital Management
Louisiana
$916K +$979K +15,671 New
BIAS
888
Beacon Investment Advisory Services
New Jersey
$904K +$618K +9,893 +180%
WP
889
WealthPLAN Partners
Nebraska
$901K +$648K +10,381 +275%
SFG
890
Sage Financial Group
Pennsylvania
$900K +$956K +15,307 New
HWA
891
Heritage Wealth Advisors
Virginia
$893K +$562 +9 +0.1%
LC
892
Lourd Capital
California
$892K – – –
DPI
893
Diversified Portfolios Inc
Michigan
$889K -$3.31K -53 -0.3%
PWM
894
Patriot Wealth Management
Texas
$888K +$944K +15,110 New
CJA
895
C-J Advisory
California
$880K +$1.06K +17 +0.1%
1CP
896
1607 Capital Partners
Virginia
$879K +$934K +14,950 New
PBO
897
Peoples Bank (Ohio)
Ohio
$877K +$233K +3,732 +33%
KWM
898
Kingsview Wealth Management
Oregon
$875K +$216K +3,462 +30%
CIP
899
Chartwell Investment Partners
Pennsylvania
$873K -$9.73M -155,809 -91%
EA
900
Elm Advisors
California
$873K – – –
34 35
36
37 38