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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1301
Hanson & Doremus Investment Management
Vermont
$432K +$150 +2 +0%
EI
1302
Ellevest Inc
New York
$430K +$524 +7 +0.1%
AAM
1303
Autus Asset Management
Arizona
$428K -$210K -2,814 -33%
SWA
1304
Stratos Wealth Advisors
Ohio
$428K -$113K -1,511 -21%
CWA
1305
Cornerstone Wealth Advisors
Minnesota
$427K -$1.87K -25 -0.4%
MFGP
1306
Marshall Financial Group (Pennsylvania)
Pennsylvania
$426K +$224 +3 +0.1%
AFG
1307
Albion Financial Group
Utah
$419K -$3.89K -52 -0.9%
BBW
1308
Blue Barn Wealth
Utah
$418K -$37.2K -498 -8%
IF
1309
IRON Financial
Illinois
$416K -$5.76K -77 -1%
EFS
1310
Essex Financial Services
Connecticut
$415K -$7.48K -100 -2%
FNBTCON
1311
First National Bank & Trust Co of Newtown
Pennsylvania
$414K – – –
GCA
1312
Gradient Capital Advisors
California
$414K – – –
RF
1313
Resolute Financial
Massachusetts
$414K +$75 +1 +0%
LPT
1314
Legacy Private Trust
Wisconsin
$413K -$37.6K -503 -8%
LWM
1315
Lyell Wealth Management
California
$413K +$419K +5,605 New
JHCP
1316
Jackson Hole Capital Partners
Oklahoma
$409K – – –
SCM
1317
Shelton Capital Management
Colorado
$407K -$150K -2,008 -27%
AWA
1318
Acorn Wealth Advisors
Michigan
$406K +$5.31K +71 +1%
FFA
1319
Freedman Financial Associates
Massachusetts
$405K +$20.9K +280 +5%
HCA
1320
Horan Capital Advisors
Ohio
$402K +$374 +5 +0.1%
BS
1321
Boenning & Scattergood
Pennsylvania
$401K – – –
FANJ
1322
Financial Architects (New Jersey)
New Jersey
$401K +$162K +2,165 +66%
GD
1323
Grandfield & Dodd
New York
$400K +$20.6K +275 +5%
ICP
1324
Interchange Capital Partners
Pennsylvania
$399K +$7.33K +98 +2%
HA
1325
HYA Advisors
Missouri
$398K +$10.7K +143 +3%
51 52
53
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