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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1026
Keudell/Morrison Wealth Management
Oregon
$532K – – –
NPF
1027
Norris Perne & French
Michigan
$530K -$3.16K -49 -0.6%
SSG
1028
Summit Securities Group
New York
$522K -$902K -14,000 -64%
MWM
1029
Meridian Wealth Management
Kentucky
$522K -$50.8K -788 -9%
TBNY
1030
Trustco Bank (New York)
New York
$521K -$54.8K -850 -10%
GAM
1031
Garrison Asset Management
Arkansas
$519K -$193K -3,000 -27%
PL
1032
Parthenon LLC
Kentucky
$519K -$76.6K -1,189 -13%
AC
1033
Alley Company
Illinois
$514K – – –
AAM
1034
Autus Asset Management
Arizona
$511K +$170K +2,638 +51%
TP
1035
Truvvo Partners
New York
$507K -$312K -4,848 -38%
SWA
1036
SFMG Wealth Advisors
Texas
$506K +$8.38K +130 +2%
BAMG
1037
Brand Asset Management Group
Missouri
$505K – – –
CCP
1038
Corient Capital Partners
California
$505K +$89.8K +1,394 +22%
GIA
1039
Gladstone Institutional Advisory
Florida
$505K +$271K +4,209 +119%
OBWP
1040
O'Brien Wealth Partners
Massachusetts
$504K -$498K -7,723 -50%
SVWAG
1041
Sound View Wealth Advisors Group
Georgia
$503K -$38.7K -600 -7%
SRC
1042
Sage Rhino Capital
California
$503K – – –
OC
1043
Oarsman Capital
Wisconsin
$503K +$37K +574 +8%
BCM
1044
Bluefin Capital Management
New York
$502K +$496K +7,700 New
BW
1045
Bison Wealth
Georgia
$496K +$16.8K +261 +4%
LPT
1046
Legacy Private Trust
Wisconsin
$493K +$644 +10 +0.1%
ZIM
1047
Zacks Investment Management
Illinois
$491K -$20.8K -322 -4%
BMO
1048
Beck Mack & Oliver
New York
$489K -$483K -7,500 -50%
CFA
1049
Carroll Financial Associates
North Carolina
$489K -$154K -2,384 -24%
DW
1050
Domani Wealth
Pennsylvania
$488K -$12.9K -200 -3%
40 41
42
43 44