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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1201
PBMares Wealth Management
Virginia
$492K -$5.33K -85 -1%
ACM
1202
Armbruster Capital Management
New York
$492K – – –
TDWM
1203
Topel & Distasi Wealth Management
California
$492K – – –
EWS
1204
Evergreen Wealth Solutions
Pennsylvania
$492K -$650K -10,370 -58%
PIA
1205
Perennial Investment Advisors
California
$490K +$133K +2,122 +40%
BFG
1206
Berger Financial Group
Minnesota
$490K +$468K +7,469 New
BSB
1207
Bangor Savings Bank
Maine
$487K -$6.89K -110 -1%
SAS
1208
Stelac Advisory Services
New York
$487K – – –
CWAF
1209
Core Wealth Advisors (Florida)
Florida
$485K +$463K +7,393 New
SSIM
1210
Sheets Smith Investment Management
Texas
$484K +$428K +6,825 New
TT
1211
TI-Trust
Illinois
$481K +$23.8K +380 +5%
CNB
1212
Camden National Bank
Maine
$481K -$38.8K -620 -8%
TC
1213
Trilogy Capital
California
$477K -$25.9K -414 -5%
WWA
1214
WC Walker & Associates
California
$476K -$3.44K -55 -0.8%
RFA
1215
RTD Financial Advisors
Pennsylvania
$475K -$144K -2,298 -24%
DWP
1216
Destiny Wealth Partners
Florida
$474K -$283K -4,517 -38%
HCM
1217
Howland Capital Management
Massachusetts
$472K – – –
KFC
1218
Klingenstein Fields & Co
New York
$472K -$19.7K -315 -4%
CT
1219
Colonial Trust
South Carolina
$471K -$7.2K -115 -2%
AIM
1220
Anchor Investment Management
South Carolina
$471K – – –
WWM
1221
Western Wealth Management
Colorado
$470K -$426K -6,801 -49%
KWM
1222
Keebeck Wealth Management
Illinois
$470K -$68.3K -1,090 -13%
RZH
1223
Relyea Zuckerberg Hanson
Connecticut
$470K – – –
BA
1224
Bellwether Advisors
Nebraska
$469K +$194K +3,103 +77%
CSPIA
1225
Cary Street Partners Investment Advisory
Virginia
$466K +$47.2K +753 +12%
47 48
49
50 51