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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1151
Private Wealth Management Group
New Jersey
$798K – – –
WPP
1152
Whalerock Point Partners
Rhode Island
$797K – – –
BB
1153
Berkshire Bank
Massachusetts
$793K -$16.1K -200 -2%
BFO
1154
Boston Family Office
Massachusetts
$793K -$81 -1 -0%
CFP
1155
Cypress Financial Planning
New Jersey
$792K +$13.4K +166 +2%
PCM
1156
Park Capital Management
Wisconsin
$792K -$155K -1,926 -17%
MWM
1157
Marietta Wealth Management
Georgia
$792K – – –
BC
1158
Burney Company
Virginia
$790K +$29.9K +371 +4%
NA
1159
Nestegg Advisors
New York
$788K – – –
MA
1160
Mezzasalma Advisors
New Jersey
$785K – – –
MIM
1161
MTM Investment Management
South Carolina
$784K +$8.22K +102 +1%
PAS
1162
PKS Advisory Services
New York
$783K -$55.4K -687 -7%
BWA
1163
BlueSky Wealth Advisors
North Carolina
$780K -$18.1K -224 -2%
MSFS
1164
Main Street Financial Solutions
Pennsylvania
$770K -$48.8K -606 -6%
ETS
1165
ESL Trust Services
New York
$764K -$37.9K -470 -5%
E3F
1166
Eight 31 Financial
Texas
$764K – – –
SW
1167
SkyOak Wealth
Michigan
$763K – – –
PCA
1168
Purkiss Capital Advisors
Connecticut
$760K – – –
NI
1169
NYL Investors
New York
$760K – – –
AIMC
1170
Alley Investment Management Company
Illinois
$758K -$10.5K -130 -1%
WA
1171
Waterford Advisors
New York
$756K +$122K +1,509 +20%
YWM
1172
Yardley Wealth Management
Pennsylvania
$755K -$1.3M -16,071 -63%
GKWIM
1173
Gerber Kawasaki Wealth & Investment Management
California
$754K +$744K +9,228 New
CTC
1174
Central Trust Company
Missouri
$753K +$53.8K +667 +8%
SI
1175
SimpliFi Inc
California
$752K +$190K +2,358 +34%
45 46
47
48 49