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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
1026
Narus Financial Partners
Utah
$269K -$32.4K -500 -11%
TBA
1027
Train Babcock Advisors
New York
$269K +$647 +10 +0.2%
DWM
1028
Doyle Wealth Management
Florida
$269K +$10.7K +166 +4%
CAM
1029
Carret Asset Management
New York
$269K +$18.6K +288 +8%
DDC
1030
DF Dent & Co
Maryland
$267K – – –
GAMC
1031
Garner Asset Management Corp
Texas
$266K +$264K +4,084 New
LI
1032
Lafayette Investments
Maryland
$265K +$12.9K +200 +5%
WG
1033
Welch Group
Alabama
$265K +$263K +4,060 New
JPMIA
1034
J.P. Marvel Investment Advisors
Massachusetts
$264K – – –
CAAS
1035
Capital Asset Advisory Services
Michigan
$263K – – –
LAIC
1036
Lederer & Associates Investment Counsel
California
$261K -$9.71K -150 -4%
SFP
1037
Shepherd Financial Partners
Massachusetts
$261K +$259K +4,004 New
HDIM
1038
Hanson & Doremus Investment Management
Vermont
$258K – – –
RAM
1039
Riggs Asset Management
Pennsylvania
$255K +$141K +2,176 +125%
SCM
1040
Sterneck Capital Management
Missouri
$254K -$6.47K -100 -3%
VCM
1041
Versant Capital Management
Arizona
$253K +$4.08K +63 +2%
CIM
1042
Contravisory Investment Management
Massachusetts
$252K +$90.9K +1,405 +57%
BRWA
1043
B. Riley Wealth Advisors
Florida
$250K -$3.04K -47 -1%
BW
1044
Bison Wealth
Georgia
$240K -$14K -216 -6%
HCM
1045
Howland Capital Management
Massachusetts
$239K -$527K -8,150 -69%
OWM
1046
Orgel Wealth Management
Wisconsin
$239K +$237K +3,664 New
PFSC
1047
Peoples Financial Services Corp
Pennsylvania
$238K – – –
HCIA
1048
Hochman Cole Investment Advisors
Illinois
$237K +$17.9K +276 +8%
CAL
1049
Capital Analysts LLC
Pennsylvania
$237K +$83.7K +1,293 +55%
FI
1050
FormulaFolio Investments
Michigan
$236K -$23.8K -368 -9%
40 41
42
43 44