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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
1126
Pine Haven Investment Counsel
Massachusetts
$768K – – –
UWPG
1127
Ullmann Wealth Partners Group
Florida
$761K +$29.6K +419 +4%
PWA
1128
Peterson Wealth Advisors
Utah
$760K +$2.4K +34 +0.3%
BFIM
1129
Beese Fulmer Investment Management
Ohio
$759K -$9.68K -137 -1%
FCB
1130
First County Bank
Connecticut
$758K -$12.4K -176 -2%
MIM
1131
Macroview Investment Management
Maryland
$758K +$491K +6,942 +223%
BWA
1132
BlueSky Wealth Advisors
North Carolina
$755K -$24.8K -351 -3%
ICG
1133
InterOcean Capital Group
Tennessee
$754K +$35.3K +500 +5%
ANBT
1134
American National Bank & Trust
Texas
$750K +$290K +4,100 +70%
SC
1135
Stephenson & Company
California
$746K +$700K +9,899 New
DDPIC
1136
Deroy & Devereaux Private Investment Counsel
Michigan
$742K – – –
CCG
1137
Cypress Capital Group
Florida
$741K +$1.06K +15 +0.2%
ACP
1138
Arcus Capital Partners
Georgia
$740K +$8.41K +119 +1%
PWMG
1139
Private Wealth Management Group
New Jersey
$738K +$693K +9,800 New
IA
1140
IFG Advisory
Georgia
$738K -$14.8K -209 -2%
WFO
1141
Wealthgate Family Office
Colorado
$737K +$85.9K +1,216 +14%
LFA
1142
Landmark Financial Advisors
Kentucky
$735K -$41.2K -583 -6%
MIC
1143
Meridian Investment Counsel
California
$735K -$21.2K -300 -3%
PCA
1144
Prosperity Capital Advisors
Ohio
$735K -$2.21M -31,263 -76%
WPP
1145
Whalerock Point Partners
Rhode Island
$735K – – –
KCM
1146
Kanawha Capital Management
Virginia
$731K -$12.5K -177 -2%
LC
1147
LCNB Corp
Ohio
$729K – – –
BOS
1148
Bank of Stockton
California
$728K -$80.3K -1,136 -10%
FAM
1149
Formidable Asset Management
Ohio
$726K – – –
HCM
1150
Howland Capital Management
Massachusetts
$725K -$75.8K -1,072 -10%
44 45
46
47 48