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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1401
Carroll Financial Associates
North Carolina
$244K +$70.4K +886 +40%
SWA
1402
SFMG Wealth Advisors
Texas
$241K – – –
WP
1403
WMS Partners
Maryland
$241K +$242K +3,050 New
DWM
1404
Doyle Wealth Management
Florida
$239K -$1.27K -16 -0.5%
EB
1405
Eastern Bank
Massachusetts
$239K +$240K +3,025 New
GF
1406
Gries Financial
Ohio
$238K +$2.7K +34 +1%
MIM
1407
Moseley Investment Management
Florida
$238K +$240K +3,015 New
PAM
1408
Peninsula Asset Management
Florida
$237K – – –
RIM
1409
Regent Investment Management
Kentucky
$237K – – –
GSAM
1410
Grant Street Asset Management
Pennsylvania
$236K -$4.01M -50,494 -92%
CWM
1411
Cabot Wealth Management
Massachusetts
$236K -$2.38K -30 -1%
CPA
1412
Clear Perspective Advisors
Illinois
$234K +$1.19K +15 +0.5%
MWP
1413
Madison Wealth Partners
Wisconsin
$234K +$236K +2,969 New
CCG
1414
Cypress Capital Group
Florida
$232K -$70.4K -886 -23%
RWA
1415
RGT Wealth Advisors
Texas
$232K – – –
RMCM
1416
Reynders McVeigh Capital Management
Massachusetts
$229K -$9.77K -123 -4%
ASFA
1417
All Season Financial Advisors
Colorado
$229K +$231K +2,908 New
AFP
1418
Ausdal Financial Partners
Iowa
$228K +$2.3K +29 +1%
IFWM
1419
Institute for Wealth Management
Colorado
$227K – – –
HIGP
1420
Hill Investment Group Partners
Missouri
$226K +$227K +2,859 New
FBFS
1421
First Business Financial Services
Wisconsin
$224K – – –
PWW
1422
Pettyjohn Wood & White
Virginia
$223K – – –
YWP
1423
YorkBridge Wealth Partners
New York
$222K – – –
CFS
1424
CRA Financial Services
New Jersey
$222K +$318 +4 +0.1%
MSA
1425
Marino Stram & Associates
Massachusetts
$222K +$223K +2,810 New
55 56
57
58 59