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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1301
TFO Wealth Partners
Ohio
$317K -$34.6K -459 -10%
PA
1302
PSI Advisors
Florida
$317K -$11.7K -155 -4%
MPM
1303
Meritage Portfolio Management
Kansas
$317K +$8.66K +115 +3%
WWM
1304
Wolff Wiese Magana
California
$315K -$47.1K -625 -13%
RSWM
1305
Robertson Stephens Wealth Management
California
$313K – – –
WCWM
1306
Willow Creek Wealth Management
California
$313K +$12.7K +168 +4%
MWPCG
1307
Measured Wealth Private Client Group
New Hampshire
$310K -$29.1K -387 -9%
NCM
1308
Northside Capital Management
Oregon
$310K +$308K +4,087 New
SFP
1309
Strategic Financial Partners
Oregon
$307K -$70.4K -935 -19%
JPMIA
1310
J.P. Marvel Investment Advisors
Massachusetts
$307K – – –
SAM
1311
S.A. Mason
Michigan
$306K – – –
WFA
1312
Wipfli Financial Advisors
Wisconsin
$306K – – –
DIM
1313
Delta Investment Management
California
$305K -$19.5K -259 -6%
BST
1314
Bath Savings Trust
Maine
$305K +$7.53K +100 +3%
SIA
1315
Soltis Investment Advisors
Utah
$304K -$660K -8,760 -69%
FFA
1316
First Foundation Advisors
California
$304K -$128K -1,702 -30%
HWA
1317
Hillcrest Wealth Advisors
New Jersey
$303K – – –
BJ
1318
Brouwer & Janachowski
California
$302K – – –
PCMC
1319
Private Capital Management (Colorado)
Colorado
$302K – – –
EBSAM
1320
Eubel Brady & Suttman Asset Management
Ohio
$302K +$300K +3,986 New
BSA
1321
Bull Street Advisors
Georgia
$301K – – –
CMO
1322
Covenant Multifamily Offices
Texas
$299K +$296K +3,937 New
KOMWMG
1323
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$298K – – –
CAAS
1324
Capital Asset Advisory Services
Michigan
$297K +$141K +1,869 +91%
BFC
1325
Bedel Financial Consulting
Indiana
$295K -$5.42K -72 -2%
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