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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1026
Easterly Investment Partners
Massachusetts
$919K +$925K +11,685 New
FPTW
1027
Franklin, Parlapiano, Turner & Welch
Texas
$915K – – –
AIM
1028
Avity Investment Management
Connecticut
$908K +$7.92K +100 +0.9%
CPP
1029
Capasso Planning Partners
South Carolina
$908K +$914K +11,535 New
H
1030
HoyleCohen
California
$906K +$14.7K +185 +2%
SAM
1031
Summit Asset Management
Tennessee
$900K +$165K +2,089 +22%
ETS
1032
ESL Trust Services
New York
$894K – – –
WCM
1033
Wealthcare Capital Management
Virginia
$892K -$792 -10 -0.1%
TC
1034
Trilogy Capital
California
$892K +$898K +11,340 New
WPP
1035
Whalerock Point Partners
Rhode Island
$892K – – –
PIFP
1036
Partners in Financial Planning
Virginia
$890K +$2.38K +30 +0.3%
ODG
1037
O'Dell Group
Ohio
$890K +$18.3K +231 +2%
MCA
1038
MSH Capital Advisors
Arizona
$889K +$894K +11,293 New
KPCM
1039
Kings Point Capital Management
New York
$883K -$17.1K -216 -2%
CTC
1040
Central Trust Company
Missouri
$875K – – –
CWM
1041
Calamos Wealth Management
Illinois
$873K -$34.7K -438 -4%
LPIC
1042
LeJeune Puetz Investment Counsel
Michigan
$871K – – –
CAI
1043
Capital Advisors Inc
Oklahoma
$869K +$874K +11,040 New
QWM
1044
QP Wealth Management
New Jersey
$859K -$23.8K -300 -3%
NSAM
1045
North Star Asset Management
Wisconsin
$858K -$17.8K -225 -2%
MF
1046
Montis Financial
Massachusetts
$854K -$103K -1,300 -11%
FFA
1047
First Foundation Advisors
California
$854K +$451K +5,691 +110%
NWA
1048
Navis Wealth Advisors
New York
$853K +$14.4K +182 +2%
WCF
1049
West Coast Financial
California
$851K -$11.8K -149 -1%
CCM
1050
Carlson Capital Management
Minnesota
$847K -$15.8K -200 -2%
40 41
42
43 44