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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
876
Curated Wealth Partners
California
$1.66M +$737K +9,165 +86%
AO
877
Advisor OS
Illinois
$1.65M -$533K -6,619 -25%
RWA
878
River Wealth Advisors
Pennsylvania
$1.65M -$291K -3,615 -15%
PIA
879
Perennial Investment Advisors
California
$1.64M -$12.7K -158 -0.8%
PMG
880
ProVise Management Group
Florida
$1.63M -$161 -2 -0%
PCMC
881
Private Capital Management (Colorado)
Colorado
$1.63M -$20.1K -250 -1%
FRA
882
Frank Rimerman Advisors
California
$1.63M – – –
SQA
883
Simon Quick Advisors
New Jersey
$1.59M +$75.4K +937 +5%
CCA
884
Criterion Capital Advisors
Tennessee
$1.59M – – –
MFG
885
MidWestOne Financial Group
Iowa
$1.58M -$263K -3,270 -15%
EWA
886
Exencial Wealth Advisors
Oklahoma
$1.58M +$80.9K +1,005 +6%
LOPW
887
Live Oak Private Wealth
North Carolina
$1.57M – – –
TVAMP
888
Tennessee Valley Asset Management Partners
Tennessee
$1.57M – – –
CCA
889
Cobblestone Capital Advisors
New York
$1.56M +$17.7K +220 +1%
OFS
890
Orrstown Financial Services
Pennsylvania
$1.55M +$103K +1,284 +7%
RIA
891
Regal Investment Advisors
Michigan
$1.55M +$121K +1,501 +9%
ITIM
892
Indiana Trust & Investment Management
Indiana
$1.55M -$9.01K -112 -0.6%
PWLP
893
Prio Wealth Limited Partnership
Massachusetts
$1.54M – – –
WDL
894
Well Done LLC
Michigan
$1.54M +$9.65K +120 +0.7%
FB
895
First Bancorp
Maine
$1.54M -$4.02K -50 -0.3%
CCT
896
Chemung Canal Trust
New York
$1.53M +$1.93K +24 +0.1%
CW
897
CIC Wealth
Maryland
$1.53M +$7.24K +90 +0.5%
NFC
898
Northeast Financial Consultants
Connecticut
$1.53M – – –
MFG
899
Merit Financial Group
Georgia
$1.52M -$286K -3,554 -16%
TIAAOA
900
Teachers Insurance & Annuity Association of America
New York
$1.52M +$1.46M +18,147 New
34 35
36
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