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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1051
Summit Wealth & Retirement Planning
California
$486K -$183K -2,789 -27%
IWP
1052
Icon Wealth Partners
Texas
$486K -$6.54K -100 -1%
MC
1053
Moors & Cabot
Massachusetts
$486K +$108K +1,646 +29%
DBRC
1054
D.B. Root & Company
Pennsylvania
$484K -$106K -1,613 -18%
BRWA
1055
B. Riley Wealth Advisors
Florida
$484K +$9.42K +144 +2%
MHIM
1056
MacNealy Hoover Investment Management
Ohio
$483K -$9.82K -150 -2%
BW
1057
Bison Wealth
Georgia
$483K +$327 +5 +0.1%
LHC
1058
Little House Capital
Massachusetts
$482K -$20.4K -312 -4%
GVAG
1059
Great Valley Advisor Group
Delaware
$480K -$354K -5,406 -43%
AIM
1060
Anchor Investment Management
South Carolina
$475K -$13.1K -200 -3%
GM
1061
GeoWealth Management
Illinois
$475K +$473K +7,232 New
IFA
1062
Interactive Financial Advisors
Illinois
$472K -$13.5K -207 -3%
MWM
1063
Modera Wealth Management
New Jersey
$472K +$82.7K +1,263 +21%
HCA
1064
Horan Capital Advisors
Ohio
$471K – – –
SCG
1065
Sonata Capital Group
Washington
$469K -$19K -290 -4%
OC
1066
Oarsman Capital
Wisconsin
$469K -$6.22K -95 -1%
VCP
1067
Vista Capital Partners
Oregon
$466K -$49K -748 -10%
PT
1068
Plimoth Trust
Massachusetts
$466K -$1.64K -25 -0.4%
CA
1069
Claro Advisors
Massachusetts
$465K +$463K +7,076 New
AFP
1070
Ausdal Financial Partners
Iowa
$463K +$9.29K +142 +2%
PL
1071
Plancorp LLC
Missouri
$462K -$22.3K -341 -5%
OCAM
1072
Onex Canada Asset Management
Ontario, Canada
$461K – – –
FNBTCON
1073
First National Bank & Trust Co of Newtown
Pennsylvania
$459K +$11.7K +179 +3%
TCCM
1074
Timber Creek Capital Management
Massachusetts
$453K -$17.7K -271 -4%
FA
1075
FMA Advisory
Pennsylvania
$453K -$2.62K -40 -0.6%
41 42
43
44 45