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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
1201
Wells Trecaso Financial Group
Ohio
$887K -$141K -1,548 -14%
CWS
1202
Cypress Wealth Services
California
$879K – – –
NAS
1203
Nicolet Advisory Services
Wisconsin
$878K +$444K +4,882 +111%
ETS
1204
ESL Trust Services
New York
$873K – – –
E3F
1205
Eight 31 Financial
Texas
$873K – – –
SIM
1206
Studio Investment Management
Illinois
$873K +$102K +1,123 +14%
PI
1207
PFG Investments
New York
$869K +$71.1K +782 +9%
REMPR
1208
Roof Eidam Maycock Peralta (REMP)
California
$868K +$103K +1,133 +14%
S
1209
Sunpointe
Missouri
$867K +$79.3K +872 +10%
WA
1210
Waterford Advisors
New York
$863K +$588K +6,468 +233%
CPA
1211
Clear Point Advisors
New York
$863K – – –
YWM
1212
Yardley Wealth Management
Pennsylvania
$863K – – –
ADL
1213
Asset Dedication LLC
California
$861K +$7.27K +80 +0.9%
CFP
1214
Cypress Financial Planning
New Jersey
$860K -$21.1K -232 -2%
ECM
1215
Elgethun Capital Management
South Dakota
$859K – – –
ACP
1216
Arcus Capital Partners
Georgia
$858K +$99.1K +1,090 +13%
MA
1217
Mezzasalma Advisors
New Jersey
$858K – – –
CAMG
1218
CWA Asset Management Group
Florida
$857K -$375K -4,120 -31%
PCA
1219
Purkiss Capital Advisors
Connecticut
$856K -$28K -308 -3%
FMN
1220
Financial Management Network
California
$856K +$464K +5,106 +132%
AWM
1221
Angeles Wealth Management
California
$854K +$563K +6,192 +209%
LA
1222
Lifeworks Advisors
Michigan
$852K +$5.82K +64 +0.7%
MSFS
1223
Main Street Financial Solutions
Pennsylvania
$850K +$16.6K +183 +2%
AIMC
1224
Alley Investment Management Company
Illinois
$849K – – –
WPA
1225
Wealth Preservation Advisors
Tennessee
$847K +$190K +2,092 +30%
47 48
49
50 51