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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1026
Mather Group
Illinois
$817K +$795K +11,769 New
SFP
1027
Shepherd Financial Partners
Massachusetts
$813K +$100K +1,482 +15%
JWA
1028
JFS Wealth Advisors
Pennsylvania
$808K +$4.46K +66 +0.6%
WTFG
1029
Wells Trecaso Financial Group
Ohio
$806K – – –
EWA
1030
ERTS Wealth Advisors
Michigan
$805K -$65.9K -976 -8%
SWM
1031
Stockman Wealth Management
Montana
$804K -$25.1K -372 -3%
FFA
1032
First Foundation Advisors
California
$800K +$13K +193 +2%
IFG
1033
Investors Financial Group
Minnesota
$799K +$777K +11,509 New
CAGAS
1034
Capital Advisory Group Advisory Services
Minnesota
$798K -$14.5K -215 -2%
NFG
1035
Nations Financial Group
Iowa
$796K +$28.6K +424 +4%
HT
1036
Heritage Trust
Oklahoma
$794K -$11.1K -165 -1%
TNA
1037
True North Advisors
Texas
$793K +$772K +11,433 New
PCS
1038
Personal CFO Solutions
New Jersey
$786K -$3.78K -56 -0.5%
EGA
1039
Eagle Global Advisors
Texas
$786K +$44.6K +660 +6%
CPA
1040
Clear Perspective Advisors
Illinois
$785K – – –
SC
1041
Steph & Co
Wisconsin
$785K +$764K +11,311 New
FA
1042
Financial Advisors
Massachusetts
$783K -$743 -11 -0.1%
HCM
1043
Hengehold Capital Management
Ohio
$776K +$27.2K +403 +4%
TG
1044
TCW Group
California
$775K +$754K +11,160 New
EA
1045
Emerald Advisors
Washington
$769K +$763K +11,298 New
EFL
1046
ERn Financial LLC
Wisconsin
$764K +$419K +6,210 +130%
CS
1047
Cannell & Spears
New York
$762K +$741K +10,972 New
TVAMP
1048
Tennessee Valley Asset Management Partners
Tennessee
$761K -$7.23K -107 -1%
AP
1049
Americana Partners
Texas
$759K +$739K +10,943 New
HWM
1050
Howard Wealth Management
Connecticut
$757K +$737K +10,906 New
40 41
42
43 44