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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1076
WealthShield Partners
North Carolina
$726K -$783K -10,466 -51%
DDC
1077
DF Dent & Co
Maryland
$726K – – –
MIC
1078
Meridian Investment Counsel
California
$721K – – –
TCFP
1079
Treasure Coast Financial Planning
Florida
$715K +$482K +6,438 +196%
MWM
1080
Marietta Wealth Management
Georgia
$713K -$18.7K -250 -3%
FAM
1081
Formidable Asset Management
Ohio
$710K -$3.37K -45 -0.5%
SF
1082
SBK Financial
Virginia
$709K -$431K -5,766 -37%
NSAM
1083
North Star Asset Management
Wisconsin
$709K -$95.7K -1,280 -12%
PPP
1084
Private Portfolio Partners
New Jersey
$709K +$142K +1,896 +25%
FFA
1085
First Foundation Advisors
California
$707K -$93.4K -1,249 -12%
PCA
1086
Peddock Capital Advisors
Massachusetts
$707K +$84.9K +1,135 +13%
BFIM
1087
Beese Fulmer Investment Management
Ohio
$705K -$26.2K -350 -4%
TC
1088
TownSquare Capital
Utah
$703K -$407K -5,440 -36%
AC
1089
Apella Capital
Connecticut
$701K +$299 +4 +0%
AWA
1090
Arkadios Wealth Advisors
Georgia
$700K -$55.4K -741 -7%
LWM
1091
Laidlaw Wealth Management
New York
$699K -$42.4K -567 -6%
HT
1092
Heritage Trust
Oklahoma
$699K – – –
FHA
1093
Flagship Harbor Advisors
Massachusetts
$697K -$85.7K -1,146 -11%
BFG
1094
Berger Financial Group
Minnesota
$695K -$31.4K -420 -4%
EWS
1095
Evergreen Wealth Solutions
Pennsylvania
$695K +$706K +9,438 New
ECG
1096
EPIQ Capital Group
California
$694K -$65.6K -877 -9%
BWA
1097
Beam Wealth Advisors
Louisiana
$690K -$18.5K -247 -3%
ERWM
1098
Elk River Wealth Management
Colorado
$690K – – –
IGWM
1099
ICA Group Wealth Management
Colorado
$690K +$737K +9,853 New
APW
1100
Acima Private Wealth
Virginia
$686K -$44.9K -600 -6%
42 43
44
45 46