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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1201
Argent Advisors
Louisiana
$530K +$29.9K +400 +6%
MFT
1202
Moisand Fitzgerald Tamayo
Florida
$529K -$194K -2,595 -27%
TCM
1203
Telos Capital Management
California
$529K -$13.5K -180 -2%
AOWM
1204
Alpha Omega Wealth Management
Virginia
$529K – – –
JIR
1205
James Investment Research
Ohio
$529K +$117K +1,561 +28%
SIC
1206
Salem Investment Counselors
North Carolina
$527K -$18.1K -242 -3%
LWM
1207
Liberty Wealth Management
California
$526K +$534K +7,134 New
FIM
1208
Fernwood Investment Management
Massachusetts
$525K – – –
SIAP
1209
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$524K – – –
OIA
1210
Optimum Investment Advisors
Illinois
$523K – – –
LB
1211
Leo Brokerage
Texas
$521K +$529K +7,078 New
TT
1212
TI-Trust
Illinois
$517K -$5.54K -74 -1%
IWP
1213
Icon Wealth Partners
Texas
$516K +$524K +7,010 New
HNWA
1214
Henrickson Nauta Wealth Advisors
Michigan
$515K – – –
NLG
1215
New Legacy Group
New York
$515K – – –
RZH
1216
Relyea Zuckerberg Hanson
Connecticut
$514K – – –
AIM
1217
Anchor Investment Management
South Carolina
$513K – – –
WFA
1218
WestHill Financial Advisors
California
$512K -$106K -1,419 -17%
AWM
1219
Altium Wealth Management
New York
$512K – – –
AWS
1220
AJ Wealth Strategies
New York
$511K – – –
WDG
1221
Wealth Dimensions Group
Ohio
$508K – – –
GSWM
1222
Golden State Wealth Management
California
$508K +$34.5K +461 +7%
SFG
1223
Sovereign Financial Group
Connecticut
$501K -$38K -508 -7%
BCP
1224
Berkeley Capital Partners
Georgia
$501K +$21.3K +285 +4%
LSC
1225
Logan Stone Capital
Illinois
$501K +$509K +6,803 New
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