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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1401
Carret Asset Management
New York
$709K – – –
WHG
1402
Westwood Holdings Group
Texas
$708K -$74.7K -726 -10%
VFP
1403
Vested Financial Planning
California
$707K +$15.9K +155 +2%
DFG
1404
Dynamic Financial Group
Iowa
$707K +$49.3K +479 +8%
UWPG
1405
Ullmann Wealth Partners Group
Florida
$706K +$1.85K +18 +0.3%
FCA
1406
FLC Capital Advisors
California
$705K – – –
PSP
1407
Pacific Sage Partners
Washington
$702K – – –
LWCFA
1408
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$701K – – –
MWC
1409
MKD Wealth Coaches
Michigan
$701K – – –
IFO
1410
Independent Family Office
New York
$699K – – –
SWM
1411
Segment Wealth Management
Texas
$695K +$202K +1,960 +41%
AWP
1412
Axis Wealth Partners
Rhode Island
$694K -$103 -1 -0%
NAM
1413
NorthCrest Asset Manangement
Minnesota
$693K +$263K +2,561 +62%
PCM
1414
Permanent Capital Management
Illinois
$691K – – –
TCA
1415
Transcend Capital Advisors
New Jersey
$690K -$202K -1,968 -23%
TNA
1416
True North Advisors
Texas
$687K -$143K -1,391 -17%
DWAM
1417
Duncan Williams Asset Management
Tennessee
$686K +$2.26K +22 +0.3%
AA
1418
Altman Advisors
Illinois
$686K +$679K +6,605 New
NFG
1419
Nations Financial Group
Iowa
$685K +$32.7K +318 +5%
CWM
1420
Cornerstone Wealth Management
Missouri
$683K -$50K -486 -7%
OWA
1421
ORBA Wealth Advisors
Illinois
$681K -$148K -1,439 -18%
PCWA
1422
Pacific Capital Wealth Advisors
California
$680K -$6.17K -60 -0.9%
CST
1423
Charles Schwab Trust
Nevada
$678K +$76.3K +742 +13%
FFA
1424
Fi3 Financial Advisors
Indiana
$674K -$4.22M -41,002 -80%
JFG
1425
JDM Financial Group
Texas
$671K – – –
55 56
57
58 59