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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1026
Curated Wealth Partners
California
$703K +$104K +1,535 +16%
KWS
1027
Keystone Wealth Services
California
$701K +$1.56K +23 +0.2%
FPTW
1028
Franklin, Parlapiano, Turner & Welch
Texas
$699K -$30.5K -448 -4%
SAM
1029
Summit Asset Management
Tennessee
$694K -$22K -323 -3%
MFG
1030
Merit Financial Group
Georgia
$694K +$191K +2,802 +34%
AIM
1031
Avity Investment Management
Connecticut
$693K -$37.4K -550 -5%
BFEC
1032
Benjamin F. Edwards & Company
Missouri
$692K -$38.9K -571 -5%
AWE
1033
Avidian Wealth Enterprises
Texas
$690K -$94.5K -1,388 -11%
TI
1034
Trexquant Investment
Connecticut
$688K +$750K +11,014 New
SPA
1035
Sentinel Pension Advisors
Massachusetts
$687K +$749K +11,001 New
BCM
1036
Brookmont Capital Management
Texas
$684K -$56.7K -833 -7%
CWM
1037
Connecticut Wealth Management
Connecticut
$681K +$61.3K +901 +9%
ICG
1038
InterOcean Capital Group
Tennessee
$681K +$339K +4,977 +84%
MF
1039
Montis Financial
Massachusetts
$679K – – –
PWG
1040
Private Wealth Group
Florida
$677K -$312K -4,586 -30%
ATC
1041
Adirondack Trust Company
New York
$675K +$18.1K +266 +3%
TF
1042
Tompkins Financial
New York
$669K – – –
BC
1043
Burney Company
Virginia
$665K +$8.58K +126 +1%
B
1044
Bridgeworth
Alabama
$663K -$353K -5,191 -33%
CAGAS
1045
Capital Advisory Group Advisory Services
Minnesota
$662K -$116K -1,700 -14%
ODG
1046
O'Dell Group
Ohio
$662K -$82.8K -1,216 -10%
CA
1047
Claro Advisors
Massachusetts
$661K -$13.1K -192 -2%
IC
1048
Inverness Counsel
New York
$661K – – –
TCA
1049
Transcend Capital Advisors
New Jersey
$660K -$131K -1,921 -15%
WPP
1050
Whalerock Point Partners
Rhode Island
$656K -$56.6K -831 -7%
40 41
42
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