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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1126
NorthRock Partners
Minnesota
$337K +$208K +3,280 +108%
CSA
1127
Cottage Street Advisors
Massachusetts
$335K – – –
AWM
1128
Altavista Wealth Management
North Carolina
$334K -$183K -2,882 -32%
MPI
1129
Mairs & Power Inc
Minnesota
$334K – – –
CHA
1130
Cooper/Haims Advisors
New York
$333K -$2.81M -44,213 -88%
DCM
1131
Donaldson Capital Management
Indiana
$333K -$12.7K -200 -3%
FHA
1132
Flagship Harbor Advisors
Massachusetts
$333K +$44.4K +700 +13%
NFG
1133
Nations Financial Group
Iowa
$330K -$336K -5,291 -46%
PCM
1134
Peak Capital Management
Colorado
$330K – – –
PWM
1135
PRW Wealth Management
Massachusetts
$330K +$392K +6,175 New
AFM
1136
Abbot Financial Management
Massachusetts
$329K -$27.6K -435 -7%
BA
1137
Ballast Advisors
Minnesota
$329K -$635 -10 -0.2%
HDIM
1138
Hanson & Doremus Investment Management
Vermont
$328K +$18.5K +291 +5%
SWM
1139
SeaCrest Wealth Management
New York
$327K -$293K -4,611 -43%
RWMH
1140
Riverpoint Wealth Management Holdings
Illinois
$326K -$746K -11,759 -66%
GM
1141
GeoWealth Management
Illinois
$321K -$78.2K -1,232 -17%
MIC
1142
Meridian Investment Counsel
California
$321K – – –
THWM
1143
Taylor Hoffman Wealth Management
Virginia
$321K – – –
ADL
1144
Asset Dedication LLC
California
$321K +$38.2K +602 +11%
RTS
1145
Round Table Services
New Jersey
$319K -$213K -3,353 -36%
PA
1146
PSI Advisors
Florida
$319K -$42.3K -666 -10%
BWA
1147
Beam Wealth Advisors
Louisiana
$318K -$37.4K -590 -9%
GCA
1148
Gradient Capital Advisors
California
$318K – – –
PFSC
1149
Peoples Financial Services Corp
Pennsylvania
$318K – – –
SFPM
1150
Sensible Financial Planning & Management
Massachusetts
$318K – – –
44 45
46
47 48