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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1101
Bordeaux Wealth Advisors
California
$509K +$477K +6,975 New
CFS
1102
Cannon Financial Strategists
Georgia
$508K – – –
LPT
1103
Legacy Private Trust
Wisconsin
$508K – – –
V
1104
VeraBank
Texas
$508K – – –
AOWM
1105
Alpha Omega Wealth Management
Virginia
$508K +$4.51K +66 +1%
VC
1106
Vicus Capital
Pennsylvania
$508K +$52.5K +767 +12%
VI
1107
Vestcor Inc
New Brunswick, Canada
$506K -$511K -7,467 -52%
AWS
1108
AJ Wealth Strategies
New York
$506K +$474K +6,938 New
KPWG
1109
KFA Private Wealth Group
Virginia
$505K -$4.79K -70 -1%
UWPG
1110
Ullmann Wealth Partners Group
Florida
$498K -$22.6K -330 -5%
HFS
1111
Howard Financial Services
Texas
$497K -$109K -1,592 -19%
KIA
1112
KCM Investment Advisors
California
$493K +$18K +263 +4%
OC
1113
Oarsman Capital
Wisconsin
$489K -$17K -248 -4%
AWM
1114
Aberdeen Wealth Management
Illinois
$489K – – –
NAS
1115
Nicolet Advisory Services
Wisconsin
$489K +$188K +2,755 +70%
MC
1116
Moors & Cabot
Massachusetts
$487K -$31.7K -463 -6%
TCA
1117
Transcend Capital Advisors
New Jersey
$486K +$110K +1,611 +32%
AC
1118
Alley Company
Illinois
$484K -$2.39K -35 -0.5%
NP
1119
NorthRock Partners
Minnesota
$484K +$49.5K +724 +12%
CCFM
1120
Clear Creek Financial Management
Washington
$483K -$20.9M -306,188 -98%
GWM
1121
Greenwich Wealth Management
Connecticut
$481K – – –
AFWM
1122
AMJ Financial Wealth Management
Virginia
$481K +$450K +6,587 New
WA
1123
Wealth Architects
California
$477K – – –
WWM
1124
Western Wealth Management
Colorado
$476K +$10.9K +159 +2%
HWM
1125
Howard Wealth Management
Connecticut
$474K -$19.1K -279 -4%
43 44
45
46 47