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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
1126
Seven Post Investment Office
California
$1.05M -$820K -9,021 -44%
ERIC
1127
Eagle Rock Investment Company
Georgia
$1.05M -$8.36K -92 -0.8%
SHFA
1128
SC&H Financial Advisors
Maryland
$1.05M -$46.9K -516 -4%
NRI
1129
NFP Retirement Inc
California
$1.05M – – –
OWA
1130
ORBA Wealth Advisors
Illinois
$1.04M – – –
CPA
1131
Compass Planning Associates
Massachusetts
$1.03M – – –
KCM
1132
Kanawha Capital Management
Virginia
$1.03M – – –
ACI
1133
Alpha Cubed Investments
California
$1.03M -$82.7K -910 -8%
IWN
1134
Independent Wealth Network
Iowa
$1.03M +$9.91K +109 +1%
PPC
1135
Pennington Partners & Co
Maryland
$1.03M – – –
OHWP
1136
Oak Harbor Wealth Partners
North Carolina
$1.02M +$32.8K +361 +3%
JF
1137
JSF Financial
California
$1.02M -$257K -2,828 -21%
LSC
1138
Logan Stone Capital
Illinois
$1.02M +$232K +2,553 +31%
BCG
1139
Breakwater Capital Group
New Jersey
$1.01M -$6.82K -75 -0.7%
GAG
1140
GM Advisory Group
New York
$1.01M +$131K +1,445 +15%
2WWM
1141
21 West Wealth Management
California
$1.01M – – –
RDFA
1142
Ritter Daniher Financial Advisory
Ohio
$1.01M -$50.5K -556 -5%
TFA
1143
Tranquilli Financial Advisor
New Jersey
$1.01M +$114K +1,250 +13%
BZWA
1144
Blue Zone Wealth Advisors
California
$1.01M +$979K +10,772 New
SWA
1145
Stratos Wealth Advisors
Ohio
$1.01M -$611K -6,725 -38%
SFI
1146
SPC Financial Inc
Maryland
$1M +$30.7K +338 +3%
NWMP
1147
Noble Wealth Management PBC
Colorado
$1M +$978K +10,757 New
ACA
1148
Anchor Capital Advisors
Massachusetts
$996K -$71.9K -791 -7%
CPA
1149
Capital Planning Advisors
California
$994K -$72.8K -801 -7%
AWA
1150
Archvest Wealth Advisors
California
$991K -$116K -1,275 -11%
44 45
46
47 48