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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1226
Curi Wealth Management
North Carolina
$466K +$102K +1,622 +30%
WDG
1227
Wealth Dimensions Group
Ohio
$465K +$17.1K +273 +4%
PFC
1228
Phocas Financial Corp
California
$464K -$299K -4,775 -40%
JIR
1229
James Investment Research
Ohio
$463K -$7.89K -126 -2%
OIA
1230
Optimum Investment Advisors
Illinois
$462K -$4.26K -68 -1%
HNWA
1231
Henrickson Nauta Wealth Advisors
Michigan
$459K – – –
NLG
1232
New Legacy Group
New York
$459K – – –
TCOO
1233
Trust Company of Oklahoma
Oklahoma
$459K – – –
MW
1234
MBL Wealth
North Carolina
$458K -$15K -240 -3%
TCPWM
1235
Traverso Chambers Private Wealth Management
California
$458K +$251 +4 +0.1%
DACG
1236
Donor Advised Charitable Giving
California
$457K -$46.5K -743 -10%
WA
1237
Wealth Architects
California
$457K -$111K -1,778 -20%
SNBOSD
1238
Security National Bank of So Dak
Iowa
$454K +$434K +6,920 New
EWM
1239
Endurance Wealth Management
Rhode Island
$452K -$157K -2,508 -27%
SFB
1240
STAR Financial Bank
Indiana
$452K +$431K +6,884 New
FGG
1241
Financial Guidance Group
Florida
$451K – – –
JWBC
1242
John W. Brooker & Co
California
$450K +$80.5K +1,285 +23%
WM
1243
Whitford Management
New York
$450K +$429K +6,850 New
OSNBOA
1244
Old Second National Bank of Aurora
Illinois
$449K – – –
PCM
1245
Pointe Capital Management
Michigan
$449K -$49.7K -794 -10%
CAGAS
1246
Capital Advisory Group Advisory Services
Minnesota
$449K -$91.5K -1,460 -18%
SAM
1247
Strategy Asset Managers
California
$448K -$125K -2,003 -23%
IWN
1248
Independent Wealth Network
Iowa
$447K -$689 -11 -0.2%
OFA
1249
Oak Family Advisors
Illinois
$445K -$46.4K -740 -10%
AA
1250
Ancora Advisors
Ohio
$442K -$37.9K -605 -8%
48 49
50
51 52