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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1451
Advisors Preferred
Maryland
– -$1.12M -20,911 Closed
RSWM
1452
Robertson Stephens Wealth Management
California
– -$1.08M -20,235 Closed
LFS
1453
Lutz Financial Services
Nebraska
– -$958K -17,917 Closed
NCM
1454
Nelson Capital Management
California
– -$947K -17,713 Closed
PCIG
1455
Partners Capital Investment Group
Massachusetts
– -$938K -17,540 Closed
PPSG
1456
Princeton Portfolio Strategies Group
New Jersey
– -$879K -16,441 Closed
PI
1457
Putnam Investments
Massachusetts
– -$876K -16,382 Closed
FAIM
1458
Financial Advocates Investment Management
Washington
– -$852K -14,736 Closed
X
1459
Xponance
Pennsylvania
– -$714K -13,363 Closed
SCA
1460
Snowden Capital Advisors
New York
– -$663K -12,409 Closed
AFM
1461
Andesa Financial Management
Pennsylvania
– -$650K -12,166 Closed
TCA
1462
Transcend Capital Advisors
New Jersey
– -$577K -10,796 Closed
FC
1463
Fulcrum Capital
Washington
– -$557K -10,423 Closed
OFW
1464
Omnia Family Wealth
Florida
– -$549K -10,265 Closed
CHP
1465
Cable Hill Partners
Oregon
– -$503K -9,414 Closed
PL
1466
Plancorp LLC
Missouri
– -$416K -7,776 Closed
BMO
1467
Beck Mack & Oliver
New York
– -$401K -7,500 Closed
DSN
1468
D. Scott Neal
Kentucky
– -$395K -7,397 Closed
BB
1469
Bell Bank
North Dakota
– -$383K -7,162 Closed
RWM
1470
RKL Wealth Management
Pennsylvania
– -$375K -7,015 Closed
ACM
1471
Ategra Capital Management
Virginia
– -$356K -6,668 Closed
CSA
1472
Cottage Street Advisors
Massachusetts
– -$335K -6,270 Closed
AWM
1473
Altavista Wealth Management
North Carolina
– -$334K -6,250 Closed
RWMH
1474
Riverpoint Wealth Management Holdings
Illinois
– -$326K -6,096 Closed
LHC
1475
Little House Capital
Massachusetts
– -$312K -5,845 Closed
57 58
59
60 61