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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1251
Alerus Financial
North Dakota
$515K +$301K +3,806 +139%
WWM
1252
Western Wealth Management
Colorado
$515K +$517K +6,532 New
DLCIG
1253
D.L. Carlson Investment Group
New Hampshire
$514K – – –
BCP
1254
Berkeley Capital Partners
Georgia
$513K -$34.8K -439 -6%
GA
1255
Greenspring Advisors
Maryland
$512K +$515K +6,509 New
LCM
1256
Leisure Capital Management
California
$511K – – –
EWA
1257
Exencial Wealth Advisors
Oklahoma
$511K +$515K +6,497 New
ADL
1258
Asset Dedication LLC
California
$510K +$71.4K +901 +16%
AC
1259
Alley Company
Illinois
$507K – – –
GSWM
1260
Golden State Wealth Management
California
$507K +$35K +442 +7%
VWM
1261
Vigilare Wealth Management
Arizona
$505K -$54.4K -687 -10%
WP
1262
WMS Partners
Maryland
$504K +$164K +2,070 +48%
FSG
1263
Financial Strategies Group
Michigan
$502K +$148K +1,873 +42%
BFC
1264
Blue Fin Capital
Rhode Island
$501K – – –
EVC
1265
Eidelman Virant Capital
Missouri
$500K +$8.71K +110 +2%
BSB
1266
Bangor Savings Bank
Maine
$498K -$10.6K -134 -2%
GWM
1267
Greenwich Wealth Management
Connecticut
$496K – – –
RIG
1268
Roosevelt Investment Group
New York
$496K – – –
IFA
1269
Index Fund Advisors
California
$496K +$499K +6,300 New
AWA
1270
Archvest Wealth Advisors
California
$495K +$498K +6,290 New
MAWCM
1271
Mine & Arao Wealth Creation & Management
California
$492K +$4.36K +55 +0.9%
SFPM
1272
Sensible Financial Planning & Management
Massachusetts
$490K +$22.5K +284 +5%
SCM
1273
SOL Capital Management
Maryland
$488K -$74.2K -937 -13%
KPWG
1274
KFA Private Wealth Group
Virginia
$487K -$7.6K -96 -2%
BBW
1275
Blue Barn Wealth
Utah
$486K -$27.2K -344 -5%
49 50
51
52 53