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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1126
Montag & Associates
Georgia
$819K -$33.3K -414 -4%
C
1127
Certuity
Florida
$819K – – –
PWMG
1128
Private Wealth Management Group
New Jersey
$817K – – –
WPP
1129
Whalerock Point Partners
Rhode Island
$815K – – –
BWA
1130
BlueSky Wealth Advisors
North Carolina
$813K -$23.3K -289 -3%
IWN
1131
Independent Wealth Network
Iowa
$812K +$1.21K +15 +0.2%
BFO
1132
Boston Family Office
Massachusetts
$811K +$780K +9,698 New
QCM
1133
Quantinno Capital Management
New York
$807K -$74.9K -931 -9%
AGC
1134
Aspen Grove Capital
Colorado
$803K -$43.8K -544 -5%
VCM
1135
Vivaldi Capital Management
Illinois
$802K -$3.22K -40 -0.4%
DA
1136
Doliver Advisors
Texas
$799K -$56.3K -700 -7%
PFSC
1137
Peoples Financial Services Corp
Pennsylvania
$795K +$188K +2,338 +33%
CP
1138
Canopy Partners
Ohio
$793K – – –
FPIS
1139
Financial Planning & Information Services
Wisconsin
$792K – – –
CG
1140
Cynosure Group
Utah
$791K -$329K -4,095 -30%
MBTD
1141
Mechanics Bank - Trust Department
California
$791K – – –
AIMC
1142
Alley Investment Management Company
Illinois
$790K – – –
TF
1143
Tudor Financial
Ohio
$786K +$756K +9,396 New
CA
1144
Centerpoint Advisors
Massachusetts
$784K – – –
OHWP
1145
Oak Harbor Wealth Partners
North Carolina
$784K +$37.3K +464 +5%
NCM
1146
Next Capital Management
New York
$783K – – –
MIM
1147
MTM Investment Management
South Carolina
$783K – – –
CT
1148
Colonial Trust
South Carolina
$776K -$108K -1,347 -13%
YWM
1149
Yardley Wealth Management
Pennsylvania
$773K +$744K +9,241 New
GPA
1150
Guidance Point Advisors
Massachusetts
$772K – – –
44 45
46
47 48