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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1076
Adell Harriman & Carpenter
Texas
$383K -$50.9K -732 -12%
IIC
1077
Ironwood Investment Counsel
Arizona
$382K +$145K +2,089 +62%
CPA
1078
Capital Planning Advisors
California
$381K +$3.27K +47 +0.9%
HCM
1079
HM Capital Management
Missouri
$380K – – –
EP
1080
Edgestream Partners
New Jersey
$378K -$2.67M -38,448 -88%
DJSG
1081
D.J. St. Germain
Massachusetts
$374K -$4.03K -58 -1%
SKK
1082
Shepherd Kaplan Krochuk
Massachusetts
$373K – – –
WCF
1083
West Coast Financial
California
$366K -$200K -2,870 -36%
IT
1084
Independence Trust
Tennessee
$366K – – –
UBV
1085
United Bank (Virginia)
Virginia
$365K +$361K +5,194 New
TWM
1086
Tanglewood Wealth Management
Texas
$362K – – –
DPA
1087
Delphi Private Advisors
California
$361K +$134K +1,926 +60%
SC
1088
SouthState Corp
Florida
$358K -$9.91M -142,598 -97%
AIM
1089
Allen Investment Management
New York
$358K – – –
BWM
1090
BerganKDV Wealth Management
Minnesota
$356K -$1.43M -20,512 -80%
TCM
1091
Texan Capital Management
Texas
$356K +$352K +5,057 New
BCFS
1092
Butensky & Cohen Financial Security
Florida
$355K -$1.25K -18 -0.4%
HCP
1093
Holt Capital Partners
Texas
$354K – – –
RCG
1094
Ruggie Capital Group
Florida
$353K – – –
CFA
1095
Carroll Financial Associates
North Carolina
$352K – – –
DDC
1096
DF Dent & Co
Maryland
$347K +$58.5K +842 +21%
BWA
1097
BlueSky Wealth Advisors
North Carolina
$346K – – –
FCH
1098
Freestone Capital Holdings
Washington
$345K -$34.3K -494 -9%
PA
1099
PFG Advisors
Arizona
$341K +$337K +4,845 New
HA
1100
Harborview Advisors
Maine
$341K +$338K +4,855 New
42 43
44
45 46