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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1026
Ullmann Wealth Partners Group
Florida
$451K -$487K -8,414 -53%
SAS
1027
Stelac Advisory Services
New York
$451K – – –
DBRC
1028
D.B. Root & Company
Pennsylvania
$448K -$3.24K -56 -0.8%
EW
1029
Element Wealth
Mississippi
$447K – – –
BFA
1030
Bragg Financial Advisors
North Carolina
$446K -$140K -2,427 -25%
KPWG
1031
KFA Private Wealth Group
Virginia
$445K +$9.77K +169 +2%
CCFM
1032
Clear Creek Financial Management
Washington
$443K -$24.2K -419 -6%
TBNY
1033
Trustco Bank (New York)
New York
$443K – – –
LBA
1034
Letko, Brosseau & Associates
Quebec, Canada
$443K +$421K +7,275 New
FG
1035
Fiduciary Group
Georgia
$440K – – –
IWS
1036
Insight Wealth Strategies
California
$438K +$11K +191 +3%
MWM
1037
Madison Wealth Management
Ohio
$437K -$90K -1,556 -18%
AA
1038
Ancora Advisors
Ohio
$436K -$13.9K -241 -3%
AIM
1039
Anchor Investment Management
South Carolina
$434K – – –
MC
1040
Moors & Cabot
Massachusetts
$434K -$129K -2,224 -24%
OC
1041
Oarsman Capital
Wisconsin
$430K +$408K +7,059 New
KIA
1042
KCM Investment Advisors
California
$429K -$133K -2,300 -25%
CFS
1043
Cannon Financial Strategists
Georgia
$427K +$16K +276 +4%
WDL
1044
Well Done LLC
Michigan
$427K -$756K -13,071 -65%
SMFS
1045
Squar Milner Financial Services
California
$426K -$453K -7,838 -53%
AOWM
1046
Alpha Omega Wealth Management
Virginia
$420K -$125K -2,164 -24%
XWM
1047
Xcel Wealth Management
Florida
$420K +$399K +6,901 New
GWM
1048
Greenwich Wealth Management
Connecticut
$414K -$2.6K -45 -0.7%
WA
1049
Wealth Architects
California
$413K -$79.8K -1,380 -17%
SAM
1050
Summit Asset Management
Tennessee
$410K -$6.36K -110 -2%
40 41
42
43 44