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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1401
Pacific Sage Partners
Washington
$702K – – –
LWCFA
1402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$701K – – –
MWC
1403
MKD Wealth Coaches
Michigan
$701K – – –
IFO
1404
Independent Family Office
New York
$699K – – –
SWM
1405
Segment Wealth Management
Texas
$695K +$202K +1,960 +41%
AWP
1406
Axis Wealth Partners
Rhode Island
$694K -$103 -1 -0%
NAM
1407
NorthCrest Asset Manangement
Minnesota
$693K +$263K +2,561 +62%
PCM
1408
Permanent Capital Management
Illinois
$691K – – –
TCA
1409
Transcend Capital Advisors
New Jersey
$690K -$202K -1,968 -23%
TNA
1410
True North Advisors
Texas
$687K -$143K -1,391 -17%
DWAM
1411
Duncan Williams Asset Management
Tennessee
$686K +$2.26K +22 +0.3%
AA
1412
Altman Advisors
Illinois
$686K +$679K +6,605 New
NFG
1413
Nations Financial Group
Iowa
$685K +$32.7K +318 +5%
CWM
1414
Cornerstone Wealth Management
Missouri
$683K -$50K -486 -7%
OWA
1415
ORBA Wealth Advisors
Illinois
$681K -$148K -1,439 -18%
PCWA
1416
Pacific Capital Wealth Advisors
California
$680K -$6.17K -60 -0.9%
CST
1417
Charles Schwab Trust
Nevada
$678K +$76.3K +742 +13%
FFA
1418
Fi3 Financial Advisors
Indiana
$674K -$4.22M -41,002 -80%
JFG
1419
JDM Financial Group
Texas
$671K – – –
HWM
1420
Howard Wealth Management
Connecticut
$663K +$1.23K +12 +0.2%
SL
1421
Sentry LLC
Tennessee
$663K +$59.1K +575 +10%
ST
1422
Spinnaker Trust
Maine
$662K – – –
TFG
1423
Tilson Financial Group
New Jersey
$662K +$7.2K +70 +1%
IAG
1424
Investmark Advisory Group
Connecticut
$659K +$3.19K +31 +0.5%
MWM
1425
Mascoma Wealth Management
New Hampshire
$659K +$8.43K +82 +1%
55 56
57
58 59