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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1451
Insight Wealth Strategies
California
$306K -$753K -9,504 -71%
BSA
1452
Bull Street Advisors
Georgia
$303K – – –
SAM
1453
S.A. Mason
Michigan
$302K -$15.8K -200 -5%
MBTD
1454
Mechanics Bank - Trust Department
California
$302K +$3.17K +40 +1%
SIC
1455
Samalin Investment Counsel
New York
$302K +$4.59K +58 +2%
MS
1456
Madden Securities
Texas
$301K -$39.6K -500 -12%
EIA
1457
Eldridge Investment Advisors
New Hampshire
$297K -$7.76K -98 -3%
BFA
1458
Beacon Financial Advisory
Ohio
$296K +$2.85K +36 +1%
IP
1459
Intellectus Partners
California
$295K -$173K -2,188 -37%
LSA
1460
Lion Street Advisors
Texas
$295K – – –
PCTC
1461
Perkins Coie Trust Company
Washington
$295K – – –
OIS
1462
Okabena Investment Services
Minnesota
$295K +$297K +3,750 New
CRWM
1463
Castle Rock Wealth Management
California
$294K -$39.6K -500 -11%
PA
1464
PSI Advisors
Florida
$290K -$2.93K -37 -1%
PFA
1465
Paradigm Financial Advisors
Missouri
$289K +$15.7K +198 +6%
LSPW
1466
Lake Street Private Wealth
Illinois
$289K +$70.5K +890 +32%
GGS
1467
Galvin Gaustad & Stein
Arizona
$288K -$47.5K -600 -14%
RW
1468
REDW Wealth
New Mexico
$288K – – –
AWA
1469
Alta Wealth Advisors
Massachusetts
$287K – – –
PS
1470
Portfolio Solutions
Michigan
$287K – – –
PP
1471
Patten & Patten
Tennessee
$285K -$199K -2,508 -41%
EK
1472
Evensky & Katz
Florida
$284K +$4.99K +63 +2%
KFGK
1473
Keystone Financial Group (Kentucky)
Kentucky
$283K – – –
MMG
1474
Monetary Management Group
Missouri
$283K +$7.92K +100 +3%
PWMAG
1475
Pinnacle Wealth Management Advisory Group
New Jersey
$283K +$285K +3,600 New
57 58
59
60 61