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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HCIA
1201
Hochman Cole Investment Advisors
Illinois
$261K -$43.3K -676 -14%
IFWM
1202
Institute for Wealth Management
Colorado
$261K – – –
AIS
1203
American Investment Services
Massachusetts
$260K – – –
FI
1204
Financial Insights
Washington
$260K +$123K +1,915 +88%
MPM
1205
Meritage Portfolio Management
Kansas
$259K -$33.5K -524 -11%
MA
1206
MONECO Advisors
Connecticut
$259K +$260K +4,068 New
JPMIA
1207
J.P. Marvel Investment Advisors
Massachusetts
$258K – – –
TIM
1208
Thornburg Investment Management
New Mexico
$258K +$55.2K +862 +27%
ATPW
1209
Ashton Thomas Private Wealth
Arizona
$258K -$41.9K -655 -14%
SAM
1210
S.A. Mason
Michigan
$257K – – –
ADL
1211
Asset Dedication LLC
California
$256K -$128K -2,008 -33%
HWA
1212
Hillcrest Wealth Advisors
New Jersey
$255K – – –
HL
1213
Harding Loevner
New Jersey
$255K +$256K +4,007 New
PL
1214
Parthenon LLC
Kentucky
$254K -$60.8K -950 -19%
VAS
1215
Vestmark Advisory Solutions
Massachusetts
$254K -$4.61K -72 -2%
TCM
1216
Traynor Capital Management
Pennsylvania
$254K +$20K +313 +9%
PCMC
1217
Private Capital Management (Colorado)
Colorado
$253K – – –
CCG
1218
Cypress Capital Group
Florida
$252K -$94.1K -1,471 -27%
BWA
1219
BlueSky Wealth Advisors
North Carolina
$252K -$32.1K -501 -11%
GHA
1220
GW Henssler & Associates
Georgia
$252K -$8.45K -132 -3%
BSA
1221
Bull Street Advisors
Georgia
$252K – – –
BCFS
1222
Butensky & Cohen Financial Security
Florida
$252K – – –
WCWM
1223
Willow Creek Wealth Management
California
$252K +$23.2K +362 +10%
SIC
1224
Samalin Investment Counsel
New York
$252K +$253K +3,953 New
NAS
1225
Nicolet Advisory Services
Wisconsin
$251K -$1.07M -16,736 -81%
47 48
49
50 51