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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1126
WP Advisors
California
$368K +$999 +16 +0.3%
BTW
1127
Boston Trust Walden
Massachusetts
$367K -$160K -2,562 -29%
PWMAG
1128
Pinnacle Wealth Management Advisory Group
New Jersey
$367K +$390K +6,251 New
CFS
1129
CRA Financial Services
New Jersey
$366K +$388K +6,220 New
HP
1130
HT Partners
Connecticut
$366K +$389K +6,230 New
ZIC
1131
ZWJ Investment Counsel
Georgia
$365K +$388K +6,210 New
PCM
1132
Peak Capital Management
Colorado
$363K -$8.06K -129 -2%
OBGC
1133
O'Brien Greene & Co
Pennsylvania
$360K +$383K +6,136 New
LFA
1134
Legacy Financial Advisors
Kentucky
$357K +$24.9K +398 +7%
GIA
1135
Gladstone Institutional Advisory
Florida
$357K +$379K +6,068 New
SP
1136
Successful Portfolios
Florida
$356K -$66.3K -1,062 -15%
MWM
1137
Modera Wealth Management
New Jersey
$356K -$40.8K -654 -10%
BFA
1138
Beaumont Financial Advisors
Massachusetts
$355K +$562 +9 +0.1%
BCM
1139
Brookstone Capital Management
Illinois
$355K +$53.5K +856 +17%
SIM
1140
Sterling Investment Management
Arizona
$354K -$234K -3,750 -38%
FCA
1141
FinTrust Capital Advisors
South Carolina
$354K +$375K +6,012 New
VHAM
1142
Van Hulzen Asset Management
California
$353K -$242K -3,875 -39%
THWM
1143
Taylor Hoffman Wealth Management
Virginia
$353K – – –
MIC
1144
Meridian Investment Counsel
California
$353K +$687 +11 +0.2%
MMG
1145
Monetary Management Group
Missouri
$352K – – –
SSW
1146
Smith Shellnut Wilson
Mississippi
$351K – – –
IWMA
1147
Ironwood Wealth Management (Arizona)
Arizona
$350K – – –
KF
1148
Krilogy Financial
Missouri
$350K +$2.19K +35 +0.6%
DBT
1149
Dubuque Bank & Trust
Iowa
$349K +$197K +3,147 +113%
SXL
1150
Summit X LLC
Missouri
$345K -$4.25K -68 -1%
44 45
46
47 48