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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1251
Hillcrest Wealth Advisors
New Jersey
$235K +$250K +4,000 New
BFO
1252
Boston Family Office
Massachusetts
$231K – – –
SFPM
1253
Sensible Financial Planning & Management
Massachusetts
$231K – – –
DIM
1254
Delta Investment Management
California
$231K +$246K +3,933 New
FHC
1255
First Heartland Consultants
Missouri
$230K -$494K -7,906 -67%
CPA
1256
Capital Planning Advisors
California
$230K +$245K +3,919 New
GAMC
1257
Garner Asset Management Corp
Texas
$229K +$1.37K +22 +0.6%
FA
1258
FC Advisory
Pennsylvania
$229K +$18.7K +299 +8%
WCWM
1259
Willow Creek Wealth Management
California
$226K +$9.43K +151 +4%
TU
1260
TDAM USA
Ontario, Canada
$226K +$240K +3,838 New
JIR
1261
James Investment Research
Ohio
$225K +$125 +2 +0.1%
MAA
1262
Matrix Asset Advisors
New York
$225K +$239K +3,820 New
QAM
1263
Questar Asset Management
Minnesota
$219K +$233K +3,733 New
ACM
1264
Alpha Capital Management
Texas
$217K -$240K -3,837 -51%
OWP
1265
Obermeyer Wealth Partners
Colorado
$217K – – –
GBBWRPM
1266
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$217K +$231K +3,696 New
AWA
1267
Acorn Wealth Advisors
Michigan
$216K +$17.8K +285 +9%
MPPLM
1268
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$213K -$2.86M -45,781 -93%
AWM
1269
Aevitas Wealth Management
Massachusetts
$212K +$131K +2,103 +140%
SMG
1270
Spectrum Management Group
Indiana
$212K +$225K +3,600 New
AA
1271
Apriem Advisors
California
$211K +$224K +3,586 New
CNB
1272
Camden National Bank
Maine
$211K +$225K +3,596 New
DLHL
1273
Donald L. Hagan LLC
Florida
$210K -$29.7K -475 -12%
BII
1274
Bainco International Investors
Massachusetts
$210K – – –
EWM
1275
Evermay Wealth Management
Virginia
$208K +$7.99K +128 +4%
49 50
51
52 53