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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
901
IVC Wealth Advisors
Pennsylvania
$868K +$79.7K +1,278 +9%
BHBT
902
Burke & Herbert Bank & Trust
Virginia
$865K -$10.5K -168 -1%
WHG
903
Westwood Holdings Group
Texas
$861K – – –
BMCM
904
Bryn Mawr Capital Management
Pennsylvania
$860K -$200K -3,214 -17%
SFG
905
Sunburst Financial Group
Alabama
$860K -$79.5K -1,275 -8%
LRIC
906
Long Road Investment Counsel
Michigan
$859K – – –
KLCM
907
KG&L Capital Management
Louisiana
$856K +$35K +562 +4%
AWA
908
Amplius Wealth Advisors
Pennsylvania
$848K – – –
SC
909
Stephens Consulting
Michigan
$845K +$298K +4,788 +46%
AF
910
Advisornet Financial
Minnesota
$845K +$314K +5,038 +50%
GTAM
911
Global Trust Asset Management
Florida
$843K – – –
MA
912
MKT Advisors
California
$838K +$17.5K +281 +2%
LDB
913
Lee, Danner & Bass
Tennessee
$834K – – –
MCM
914
Maryland Capital Management
Maryland
$832K -$3.12K -50 -0.3%
FFM
915
Forum Financial Management
Illinois
$822K +$31.5K +505 +4%
GBWM
916
Granite Bay Wealth Management
New Hampshire
$818K +$15.6K +250 +2%
RC
917
RegentAtlantic Capital
New Jersey
$816K -$220K -3,522 -19%
ME
918
McIlrath & Eck
Washington
$813K -$2.37K -38 -0.3%
WDL
919
Well Done LLC
Michigan
$809K -$109K -1,750 -11%
JF
920
JSF Financial
California
$798K -$860K -13,800 -49%
LA
921
Lifeworks Advisors
Michigan
$789K -$60.3K -967 -7%
HWM
922
Hemington Wealth Management
Virginia
$787K -$4.05K -65 -0.5%
SCM
923
Stordahl Capital Management
Colorado
$783K -$169K -2,707 -16%
WWM
924
Western Wealth Management
Colorado
$783K +$271K +4,355 +45%
CIM
925
Contravisory Investment Management
Massachusetts
$781K +$3.86K +62 +0.4%
35 36
37
38 39