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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
Claro Advisors
Massachusetts
$880K +$64.3K +919 +8%
MA
1002
Montag & Associates
Georgia
$880K – – –
HNWAG
1003
High Net Worth Advisory Group
Florida
$879K – – –
FTS
1004
Fifth Third Securities
Ohio
$876K -$91.9K -1,314 -10%
TCA
1005
Transcend Capital Advisors
New Jersey
$875K -$2.94K -42 -0.3%
DA
1006
Doliver Advisors
Texas
$875K +$855K +12,230 New
CPP
1007
Capasso Planning Partners
South Carolina
$874K +$154K +2,195 +22%
NPA
1008
Nichols & Pratt Advisers
Massachusetts
$869K -$165K -2,360 -16%
CWP
1009
Curated Wealth Partners
California
$869K -$292K -4,175 -26%
BB
1010
Berkshire Bank
Massachusetts
$868K -$7K -100 -0.8%
GBWM
1011
Granite Bay Wealth Management
New Hampshire
$866K -$68.2K -975 -7%
WIC
1012
Woodmont Investment Counsel
Tennessee
$863K -$17.6K -251 -2%
T
1013
TNF
Montana
$862K -$81.2K -1,161 -9%
BWM
1014
Baron Wealth Management
Michigan
$858K – – –
MFG
1015
Merit Financial Group
Georgia
$855K +$2.87K +41 +0.3%
CD
1016
Chapin Davis
Maryland
$851K -$15.9K -228 -2%
LPIC
1017
LeJeune Puetz Investment Counsel
Michigan
$851K +$8.74K +125 +1%
WP
1018
WealthShield Partners
North Carolina
$847K -$144K -2,064 -15%
TG
1019
TCW Group
California
$845K – – –
PIFP
1020
Partners in Financial Planning
Virginia
$845K – – –
VNB
1021
Virginia National Bank
Virginia
$844K -$17.3K -248 -2%
WTFG
1022
Wells Trecaso Financial Group
Ohio
$843K – – –
IFAM
1023
Institutional & Family Asset Management
Colorado
$841K -$10.8M -153,862 -93%
RPC
1024
Rossmore Private Capital
Connecticut
$841K -$18.8K -269 -2%
UWPG
1025
Ullmann Wealth Partners Group
Florida
$839K -$35.5K -507 -4%
39 40
41
42 43