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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1151
Vivaldi Capital Management
Illinois
$724K -$7.56K -107 -1%
AIMC
1152
Alley Investment Management Company
Illinois
$721K +$238K +3,374 +54%
RMDI
1153
R.M. Davis Inc
Maine
$720K -$810K -11,460 -55%
OHWP
1154
Oak Harbor Wealth Partners
North Carolina
$719K -$70K -991 -9%
IWA
1155
Icon Wealth Advisors
Texas
$714K +$670K +9,481 New
CP
1156
Canopy Partners
Ohio
$714K +$670K +9,479 New
BC
1157
Burney Company
Virginia
$713K -$8.76K -124 -1%
MSR
1158
Main Street Research
Connecticut
$708K +$664K +9,400 New
MIM
1159
MTM Investment Management
South Carolina
$706K – – –
NCM
1160
Next Capital Management
New York
$706K – – –
SFS
1161
Security Financial Services
Indiana
$705K -$208K -2,947 -24%
CT
1162
Colonial Trust
South Carolina
$705K -$14.1K -200 -2%
SS
1163
Sunbelt Securities
Texas
$704K -$2.62K -37 -0.4%
CTC
1164
Central Trust Company
Missouri
$699K +$10.7K +151 +2%
CCM
1165
Carlson Capital Management
Minnesota
$696K – – –
WMWM
1166
Whitaker-Myers Wealth Managers
Ohio
$693K +$650K +9,195 New
FHA
1167
Flagship Harbor Advisors
Massachusetts
$692K -$33.5K -474 -5%
TAM
1168
Tocqueville Asset Management
New York
$691K -$4.95K -70 -0.8%
PCG
1169
Prosperity Consulting Group
Maryland
$691K -$29.7K -420 -4%
KFC
1170
Klingenstein Fields & Co
New York
$691K – – –
SWM
1171
SeaCrest Wealth Management
New York
$690K -$14.5K -205 -2%
IWN
1172
Independent Wealth Network
Iowa
$690K +$135K +1,911 +26%
ECM
1173
Elgethun Capital Management
South Dakota
$688K – – –
RWM
1174
Reston Wealth Management
Virginia
$687K +$565 +8 +0.1%
CCA
1175
Conservest Capital Advisors
Pennsylvania
$687K +$2.9K +41 +0.5%
45 46
47
48 49