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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
1301
Sageworth Trust Company of South Dakota
South Dakota
$505K – – –
FIA
1302
FNY Investment Advisers
New York
$504K +$474K +6,700 New
BDFN
1303
Bond & Devick Financial Network
Minnesota
$503K – – –
AR
1304
Apeiron RIA
Texas
$502K +$50.2K +710 +12%
AC
1305
Apella Capital
Connecticut
$496K -$11.2K -159 -2%
EFS
1306
Essex Financial Services
Connecticut
$496K +$18.2K +257 +4%
SW
1307
SkyOak Wealth
Michigan
$493K – – –
TFG
1308
Tilson Financial Group
New Jersey
$492K -$26.1K -369 -5%
EWP
1309
Elevation Wealth Partners
California
$488K +$69.6K +985 +16%
CWM
1310
Chemistry Wealth Management
New York
$488K – – –
KWA
1311
Kingswood Wealth Advisors
California
$487K +$457K +6,462 New
HPC
1312
HM Payson & Co
Maine
$484K – – –
WFA
1313
WestHill Financial Advisors
California
$483K -$7.49K -106 -2%
CC
1314
Callan Capital
California
$482K -$22.9K -324 -5%
HWM
1315
Howard Wealth Management
Connecticut
$479K +$6.15K +87 +1%
RSWM
1316
Robertson Stephens Wealth Management
California
$478K -$51K -722 -10%
MWM
1317
Mascoma Wealth Management
New Hampshire
$478K -$2.76K -39 -0.6%
DWM
1318
Dakota Wealth Management
Florida
$476K -$35.8K -507 -7%
ATI
1319
ARK & TLK Investments
Oklahoma
$475K +$446K +6,306 New
CCP
1320
Clarkston Capital Partners
Michigan
$475K – – –
BWA
1321
Beam Wealth Advisors
Louisiana
$475K -$777 -11 -0.2%
OSAM
1322
O'Shaughnessy Asset Management
Connecticut
$472K +$313K +4,422 +239%
NFG
1323
Nations Financial Group
Iowa
$472K -$1.42M -20,133 -76%
CWM
1324
Curi Wealth Management
North Carolina
$471K +$84.6K +1,197 +24%
IWS
1325
Insight Wealth Strategies
California
$471K +$31.3K +443 +8%
51 52
53
54 55