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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1476
Whitney & Co
New York
$270K +$274K +3,670 New
CSIC
1477
Clifford Swan Investment Counsel
California
$269K -$50.3K -672 -16%
AWA
1478
Alta Wealth Advisors
Massachusetts
$269K – – –
PS
1479
Portfolio Solutions
Michigan
$269K – – –
KWM
1480
Keebeck Wealth Management
Illinois
$268K +$272K +3,642 New
RW
1481
REDW Wealth
New Mexico
$267K -$2.47K -33 -0.9%
NLP
1482
Next Level Private
New York
$266K +$6.73K +90 +3%
HIC
1483
Holderness Investments Company
North Carolina
$266K +$270K +3,609 New
MMG
1484
Monetary Management Group
Missouri
$265K – – –
PWMAG
1485
Pinnacle Wealth Management Advisory Group
New Jersey
$265K – – –
TCM
1486
Traynor Capital Management
Pennsylvania
$264K -$62.2K -832 -19%
SAS
1487
Sanford Advisory Services
Michigan
$264K -$24.9K -333 -8%
PP
1488
Patten & Patten
Tennessee
$264K -$2.47K -33 -0.9%
KFGK
1489
Keystone Financial Group (Kentucky)
Kentucky
$264K -$1.12K -15 -0.4%
AIC
1490
Argus Investors Counsel
New York
$263K – – –
GGS
1491
Galvin Gaustad & Stein
Arizona
$262K -$7.48K -100 -3%
HWM
1492
HighMark Wealth Management
Minnesota
$262K – – –
CPA
1493
Capital Performance Advisors
California
$256K – – –
RC
1494
Roundview Capital
New Jersey
$256K – – –
RHBC
1495
R.H. Bluestein & Co
Michigan
$256K +$261K +3,485 New
GIA
1496
Guyasuta Investment Advisors
Pennsylvania
$254K – – –
GAG
1497
GM Advisory Group
New York
$253K – – –
MA
1498
Montag & Associates
Georgia
$253K – – –
GWM
1499
GSB Wealth Management
Connecticut
$253K +$449 +6 +0.2%
HCP
1500
Hexagon Capital Partners
Arkansas
$253K +$35.5K +475 +16%
58 59
60
61 62