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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
876
Trust Company of Vermont
Vermont
$1.54M +$229K +2,891 +17%
WDL
877
Well Done LLC
Michigan
$1.54M – – –
CIC
878
Carnegie Investment Counsel
Ohio
$1.54M -$59.4K -750 -4%
WGC
879
Watts Gwilliam & Co
Arizona
$1.54M -$164K -2,074 -9%
PPC
880
Park Place Capital
Alabama
$1.53M +$1.34M +16,958 +509%
SPIO
881
Seven Post Investment Office
California
$1.53M -$157K -1,984 -9%
BG
882
Bahl & Gaynor
Ohio
$1.52M -$226K -2,857 -12%
HL
883
Harding Loevner
New Jersey
$1.52M +$1.39M +17,556 +700%
CAL
884
Capital Analysts LLC
Pennsylvania
$1.51M -$984K -12,430 -38%
CWP
885
Curated Wealth Partners
California
$1.5M – – –
PIA
886
Perennial Investment Advisors
California
$1.49M +$1.82K +23 +0.1%
PCMC
887
Private Capital Management (Colorado)
Colorado
$1.48M +$8.71K +110 +0.6%
FRA
888
Frank Rimerman Advisors
California
$1.47M – – –
TFS
889
Thoroughbred Financial Services
Tennessee
$1.46M +$726K +9,163 +90%
MFG
890
MidWestOne Financial Group
Iowa
$1.46M +$29.3K +370 +2%
SW
891
Simplicity Wealth
New Jersey
$1.45M -$4.1M -51,819 -73%
TIM
892
Total Investment Management
Arizona
$1.43M +$1.49M +18,861 New
LOPW
893
Live Oak Private Wealth
North Carolina
$1.42M – – –
TFA
894
Trinity Financial Advisors
Ohio
$1.42M +$183K +2,308 +14%
SQA
895
Simon Quick Advisors
New Jersey
$1.42M -$20.3K -256 -1%
TPM
896
Triasima Portfolio Management
Quebec, Canada
$1.42M -$529K -6,685 -26%
SFA
897
Sequoia Financial Advisors
Ohio
$1.41M +$42.4K +535 +3%
CCA
898
Cobblestone Capital Advisors
New York
$1.4M -$13.5K -170 -0.9%
IIM
899
InTrack Investment Management
Vermont
$1.38M -$943K -11,909 -39%
ITIM
900
Indiana Trust & Investment Management
Indiana
$1.38M -$19.8K -250 -1%
34 35
36
37 38