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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1101
Southern Wealth Management
Texas
$565K – – –
SCM
1102
SOL Capital Management
Maryland
$564K – – –
SAS
1103
Stelac Advisory Services
New York
$563K – – –
RZH
1104
Relyea Zuckerberg Hanson
Connecticut
$561K – – –
ACM
1105
Armbruster Capital Management
New York
$560K – – –
EW
1106
Element Wealth
Mississippi
$557K – – –
FIM
1107
Fernwood Investment Management
Massachusetts
$555K – – –
HCM
1108
Howland Capital Management
Massachusetts
$554K +$314K +4,166 +133%
NFC
1109
Northeast Financial Consultants
Connecticut
$552K – – –
NSAM
1110
North Star Asset Management
Wisconsin
$551K +$1.88K +25 +0.3%
OC
1111
Oarsman Capital
Wisconsin
$551K +$41.4K +550 +8%
MW
1112
MBL Wealth
North Carolina
$547K -$10.9M -144,221 -95%
PWM
1113
PBMares Wealth Management
Virginia
$546K – – –
JIC
1114
Joel Isaacson & Co
New York
$545K +$102K +1,350 +23%
FPGK
1115
Financial Partners Group (Kansas)
Kansas
$542K +$538K +7,149 New
AIM
1116
Anchor Investment Management
South Carolina
$541K – – –
T
1117
TrueFG
Texas
$540K +$3.46K +46 +0.7%
RW
1118
Rede Wealth
Virginia
$540K +$232K +3,081 +76%
NPF
1119
Norris Perne & French
Michigan
$538K -$22.6K -300 -4%
TCWA
1120
Ten Capital Wealth Advisors
Washington
$538K -$6.25K -83 -1%
MRCM
1121
M&R Capital Management
New Jersey
$535K -$22.6K -300 -4%
IF
1122
IRON Financial
Illinois
$532K -$1.11M -14,723 -68%
SWM
1123
SeaCrest Wealth Management
New York
$531K +$78.4K +1,041 +17%
SS
1124
Simplicity Solutions
Minnesota
$529K -$977K -12,976 -65%
BWA
1125
Bordeaux Wealth Advisors
California
$529K – – –
43 44
45
46 47