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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1251
HM Payson & Co
Maine
$460K +$213K +3,043 +90%
FANJ
1252
Financial Architects (New Jersey)
New Jersey
$459K – – –
JFA
1253
JNBA Financial Advisors
Minnesota
$459K – – –
WA
1254
Wealth Architects
California
$459K -$38K -543 -8%
CAGAS
1255
Capital Advisory Group Advisory Services
Minnesota
$457K -$30.8K -440 -6%
HWM
1256
Howard Wealth Management
Connecticut
$456K -$21.8K -312 -5%
IWP
1257
Icon Wealth Partners
Texas
$456K +$446K +6,372 New
WP
1258
WMS Partners
Maryland
$455K -$2.52K -36 -0.6%
LWM
1259
Liberty Wealth Management
California
$455K +$445K +6,361 New
CCP
1260
Clarkston Capital Partners
Michigan
$451K – – –
PCS
1261
Personal CFO Solutions
New Jersey
$450K -$6.79K -97 -2%
GIA
1262
GHP Investment Advisors
Colorado
$449K – – –
TCM
1263
Telos Capital Management
California
$449K -$18.5K -265 -4%
CIAS
1264
CBIZ Investment Advisory Services
Ohio
$446K +$1.33K +19 +0.3%
SPWM
1265
Straight Path Wealth Management
Michigan
$446K +$35K +500 +9%
AIMC
1266
Alley Investment Management Company
Illinois
$446K -$3.5K -50 -0.8%
LWMNY
1267
Landmark Wealth Management (New York)
New York
$446K -$96.8K -1,384 -18%
CAM
1268
Close Asset Management
United Kingdom
$446K – – –
S
1269
SignatureFD
Georgia
$446K +$115K +1,649 +36%
CWM
1270
Curi Wealth Management
North Carolina
$445K -$61K -872 -12%
BFC
1271
Blue Fin Capital
Rhode Island
$445K -$2.1K -30 -0.5%
AWM
1272
Aberdeen Wealth Management
Illinois
$445K – – –
GCM
1273
Gables Capital Management
Florida
$443K – – –
SCM
1274
SOL Capital Management
Maryland
$443K – – –
GWM
1275
Greenwich Wealth Management
Connecticut
$442K – – –
49 50
51
52 53