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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
C
976
Certuity
Florida
$583K -$260K -4,099 -27%
CPA
977
Clear Perspective Advisors
Illinois
$583K -$25.3K -399 -4%
M
978
MOTCO
Texas
$579K -$107K -1,687 -13%
TCA
979
Transcend Capital Advisors
New Jersey
$577K +$236K +3,712 +52%
JIC
980
Joel Isaacson & Co
New York
$575K -$98.4K -1,550 -13%
CAGAS
981
Capital Advisory Group Advisory Services
Minnesota
$575K -$41.3K -650 -6%
OR
982
Olympiad Research
Connecticut
$573K +$680K +10,711 New
TVAMP
983
Tennessee Valley Asset Management Partners
Tennessee
$568K -$21.3K -336 -3%
APW
984
Acima Private Wealth
Virginia
$565K – – –
HVIA
985
Hudson Valley Investment Advisors
New York
$563K -$274K -4,310 -29%
ECM
986
Elgethun Capital Management
South Dakota
$560K +$99.1K +1,562 +18%
CCM
987
Colorado Capital Management
Colorado
$558K -$297K -4,683 -31%
FC
988
Fulcrum Capital
Washington
$557K -$1.64M -25,778 -71%
FIM
989
Fernwood Investment Management
Massachusetts
$557K -$398K -6,270 -38%
BHBT
990
Burke & Herbert Bank & Trust
Virginia
$555K +$14.5K +229 +2%
NNP
991
Nachman Norwood & Parrott
South Carolina
$553K -$215K -3,384 -25%
WTFG
992
Wells Trecaso Financial Group
Ohio
$550K -$84.1K -1,325 -11%
MWP
993
MYCIO Wealth Partners
Pennsylvania
$549K -$73.6M -1,159,034 -99%
OFW
994
Omnia Family Wealth
Florida
$549K – – –
PWG
995
Private Wealth Group
Florida
$548K -$10.1M -158,991 -94%
DDC
996
DF Dent & Co
Maryland
$543K -$147K -2,315 -19%
LSA
997
L & S Advisors
California
$541K -$111K -1,751 -15%
FWM
998
Frontier Wealth Management
Missouri
$540K -$189K -2,984 -23%
SCM
999
Snow Capital Management
Pennsylvania
$539K – – –
BSB
1000
Bangor Savings Bank
Maine
$536K -$3.11K -49 -0.5%
38 39
40
41 42