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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1126
Missouri Trust & Investment Company
Missouri
$583K -$62K -990 -10%
WA
1127
Waterford Advisors
New York
$582K +$556K +8,868 New
CT
1128
Caldwell Trust
Florida
$581K +$80.7K +1,289 +17%
TW
1129
Transform Wealth
Colorado
$577K -$11.4K -182 -2%
ACS
1130
Archford Capital Strategies
Illinois
$577K – – –
JIC
1131
Joel Isaacson & Co
New York
$575K +$689 +11 +0.1%
APW
1132
Acima Private Wealth
Virginia
$573K – – –
PPP
1133
Private Portfolio Partners
New Jersey
$572K -$15.1K -241 -3%
QWM
1134
QP Wealth Management
New Jersey
$572K -$100K -1,600 -16%
ICG
1135
InterOcean Capital Group
Tennessee
$569K +$9.77K +156 +2%
LCM
1136
Linker Capital Management
Kentucky
$564K – – –
EAM
1137
Empirical Asset Management
Massachusetts
$563K -$10.5K -168 -2%
ST
1138
Sabal Trust
Florida
$563K -$175K -2,797 -25%
WFO
1139
Wealthgate Family Office
Colorado
$562K – – –
V
1140
VeraBank
Texas
$562K -$1.19K -19 -0.2%
GI
1141
Glovista Investments
New Jersey
$562K +$535K +8,539 New
CFP
1142
Cypress Financial Planning
New Jersey
$556K +$26.5K +423 +5%
OAM
1143
Occidental Asset Management
California
$555K +$84.8K +1,354 +19%
TFM
1144
TFC Financial Management
Massachusetts
$554K +$439 +7 +0.1%
AOWM
1145
Alpha Omega Wealth Management
Virginia
$553K +$2.07K +33 +0.4%
SWA
1146
Sax Wealth Advisors
New Jersey
$553K -$16K -255 -3%
FAAM
1147
First Ascent Asset Management
Colorado
$552K +$527K +8,415 New
SIC
1148
Salem Investment Counselors
North Carolina
$552K -$17.6K -281 -3%
BWA
1149
Beam Wealth Advisors
Louisiana
$550K -$28.1K -449 -5%
CF
1150
Clarity Financial
Texas
$550K +$158K +2,524 +43%
44 45
46
47 48