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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1301
Garde Capital
Washington
$849K -$287K -3,023 -25%
FFO
1302
Fortitude Family Office
Arizona
$849K +$397K +4,184 +90%
BST
1303
Bath Savings Trust
Maine
$847K +$89.2K +940 +12%
BFA
1304
Bragg Financial Advisors
North Carolina
$844K +$20.5K +216 +3%
FWP
1305
Flatrock Wealth Partners
California
$843K +$832K +8,775 New
DI
1306
Disciplined Investments
Oklahoma
$831K -$15.5K -163 -2%
DACG
1307
Donor Advised Charitable Giving
California
$830K +$5.22K +55 +0.6%
PCS
1308
Personal CFO Solutions
New Jersey
$829K +$14.9K +157 +2%
EIP
1309
Easterly Investment Partners
Massachusetts
$829K – – –
EFS
1310
Essex Financial Services
Connecticut
$827K +$88.6K +934 +12%
ARA
1311
Alexander Randolph Advisory
Virginia
$818K +$15.2K +160 +2%
TAFW
1312
Tred Avon Family Wealth
Maryland
$818K – – –
MA
1313
Montag & Associates
Georgia
$816K +$207K +2,185 +35%
CT
1314
Caldwell Trust
Florida
$816K -$35.6K -375 -4%
HSG
1315
Helen Stephens Group
Texas
$813K +$4.27K +45 +0.5%
GPA
1316
Guidance Point Advisors
Massachusetts
$810K +$8.73K +92 +1%
KOC
1317
Koss-Olinger Consulting
Florida
$809K -$12.8K -135 -2%
PAM
1318
Peak Asset Management
Colorado
$807K – – –
PBO
1319
Peoples Bank (Ohio)
Ohio
$803K -$285 -3 -0%
RAS
1320
RPS Advisory Solutions
Kentucky
$801K -$8.63K -91 -1%
AA
1321
Argent Advisors
Louisiana
$800K -$4.08K -43 -0.5%
HWM
1322
Hohimer Wealth Management
Washington
$800K – – –
OWA
1323
ORBA Wealth Advisors
Illinois
$800K -$270K -2,850 -25%
MWS
1324
MFA Wealth Services
California
$799K +$13.5K +142 +2%
E3F
1325
Eight 31 Financial
Texas
$798K -$99K -1,044 -11%
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53
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