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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
926
Oakworth Capital
Alabama
$786K – – –
PGWM
927
Parisi Gray Wealth Management
New Jersey
$782K +$86.7K +1,345 +13%
SWM
928
Stockman Wealth Management
Montana
$779K +$8.12K +126 +1%
M
929
MOTCO
Texas
$777K -$218K -3,385 -22%
CWS
930
Cypress Wealth Services
California
$777K -$168K -2,604 -18%
TCM
931
Telos Capital Management
California
$775K -$51.9K -806 -6%
CFA
932
Cahill Financial Advisors
Minnesota
$775K – – –
PFA
933
Pinnacle Family Advisors
Missouri
$775K +$64.6K +1,003 +9%
ACM
934
Armbruster Capital Management
New York
$766K -$64.4K -1,000 -8%
CAM
935
ClariVest Asset Management
California
$766K +$599K +9,300 +381%
CAGAS
936
Capital Advisory Group Advisory Services
Minnesota
$764K -$32.5K -505 -4%
CA
937
Claro Advisors
Massachusetts
$758K +$293K +4,541 +64%
WTFG
938
Wells Trecaso Financial Group
Ohio
$757K – – –
HT
939
Heritage Trust
Oklahoma
$756K -$27.6K -428 -4%
JWA
940
JFS Wealth Advisors
Pennsylvania
$754K +$2.51K +39 +0.3%
WP
941
WealthPLAN Partners
Nebraska
$748K -$416K -6,455 -37%
NFG
942
Nations Financial Group
Iowa
$744K -$62.2K -965 -8%
CCM
943
Carlson Capital Management
Minnesota
$743K – – –
PCS
944
Personal CFO Solutions
New Jersey
$742K +$733K +11,382 New
FFA
945
First Foundation Advisors
California
$739K +$138K +2,142 +23%
CPA
946
Clear Perspective Advisors
Illinois
$737K – – –
FA
947
Financial Advisors
Massachusetts
$736K +$709 +11 +0.1%
SCM
948
Snow Capital Management
Pennsylvania
$733K – – –
SG
949
Somerset Group
Minnesota
$725K -$56.3K -874 -7%
DJSG
950
D.J. St. Germain
Massachusetts
$722K -$65.9K -1,023 -8%
36 37
38
39 40