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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1226
WMS Partners
Maryland
$359K – – –
AIMC
1227
Alley Investment Management Company
Illinois
$358K – – –
PCM
1228
Perritt Capital Management
Illinois
$358K +$398K +6,385 New
CSPIA
1229
Cary Street Partners Investment Advisory
Virginia
$356K -$18.9K -303 -5%
IFA
1230
Index Fund Advisors
California
$355K – – –
FANJ
1231
Financial Architects (New Jersey)
New Jersey
$355K +$395K +6,340 New
SFPM
1232
Sensible Financial Planning & Management
Massachusetts
$354K – – –
CCP
1233
Clarkston Capital Partners
Michigan
$353K – – –
RIG
1234
Roosevelt Investment Group
New York
$353K – – –
IIM
1235
Ipswich Investment Management
Massachusetts
$351K -$88.4K -1,419 -18%
CAM
1236
Close Asset Management
United Kingdom
$349K – – –
MPW
1237
MA Private Wealth
California
$349K – – –
CIAS
1238
CBIZ Investment Advisory Services
Ohio
$348K -$3.14M -50,348 -99%
BFC
1239
Blue Fin Capital
Rhode Island
$348K -$9.29K -149 -2%
SCM
1240
SOL Capital Management
Maryland
$347K – – –
GWM
1241
Greenwich Wealth Management
Connecticut
$346K – – –
CA
1242
Calton & Associates
Florida
$344K -$107K -1,722 -22%
SRC
1243
Sage Rhino Capital
California
$344K – – –
EGA
1244
Eagle Global Advisors
Texas
$343K -$30.5K -490 -7%
MRCM
1245
M&R Capital Management
New Jersey
$342K -$18.7K -300 -5%
SCM
1246
Shelton Capital Management
Colorado
$342K +$23.8K +382 +7%
CTA
1247
Colonial Trust Advisors
South Carolina
$341K -$33.5K -538 -8%
CNBTD
1248
Citizens National Bank Trust Department
Mississippi
$341K – – –
EI
1249
Ellevest Inc
New York
$338K +$6.23K +100 +2%
JHCP
1250
Jackson Hole Capital Partners
Oklahoma
$338K +$29.6K +475 +9%
48 49
50
51 52