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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1076
Brass Tax Wealth Management
Ohio
$870K +$834K +10,900 New
MF
1077
Montis Financial
Massachusetts
$867K – – –
GSWM
1078
Greenup Street Wealth Management
Michigan
$864K -$18.2K -238 -2%
WHG
1079
Westwood Holdings Group
Texas
$863K +$8.87K +116 +1%
SIC
1080
Salem Investment Counselors
North Carolina
$863K -$40.1K -524 -5%
GAB
1081
German American Bancorp
Indiana
$863K – – –
WI
1082
Wintrust Investments
Illinois
$862K +$33.5K +438 +4%
TI
1083
Truepoint Inc
Ohio
$861K -$610K -7,971 -42%
DA
1084
Doliver Advisors
Texas
$861K – – –
BB
1085
Berkshire Bank
Massachusetts
$861K -$116K -1,520 -12%
JAFL
1086
Jay A. Fishman Ltd
Michigan
$858K -$115K -1,500 -12%
BCM
1087
Brookmont Capital Management
Texas
$852K -$19.8K -259 -2%
DI
1088
Disciplined Investments
Oklahoma
$847K -$105K -1,379 -12%
PWG
1089
Private Wealth Group
Florida
$844K – – –
FC
1090
FCA Corp
Texas
$842K -$193K -2,528 -19%
PNC
1091
Park National Corp
Ohio
$839K – – –
4WM
1092
49 Wealth Management
Texas
$834K -$5.05K -66 -0.6%
MA
1093
Montag & Associates
Georgia
$831K -$172K -2,255 -18%
LC
1094
LCNB Corp
Ohio
$831K +$55.7K +728 +8%
TI
1095
tru Independence
Oregon
$830K -$54.6K -714 -6%
PWA
1096
Physician Wealth Advisors
Utah
$825K -$9.79K -128 -1%
CCG
1097
Cypress Capital Group
Florida
$825K +$37.3K +488 +5%
SC
1098
Stephenson & Company
California
$823K +$31.1K +407 +4%
SWM
1099
SigFig Wealth Management
California
$820K -$843K -11,021 -52%
HI
1100
Harbour Investments
Wisconsin
$818K -$72.6K -949 -8%
42 43
44
45 46