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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1501
Harel Insurance Investments & Financial Services
Israel
$49K – – –
HWA
1502
HHM Wealth Advisors
Tennessee
$48K -$50.5K -811 -49%
NFSG
1503
Newbridge Financial Services Group
Florida
$48K +$28.2K +453 +110%
DTIM
1504
Danda Trouve Investment Management
Kansas
$46K +$51.1K +820 New
BLC
1505
Brown, Lisle/Cummings
Rhode Island
$45.6K – – –
CMP
1506
Coston McIsaac & Partners
Maine
$43K – – –
WAM
1507
Worth Asset Management
Texas
$43K – – –
SJIM
1508
St. Johns Investment Management
Florida
$41K -$37.4K -600 -45%
PSB
1509
Piscataqua Savings Bank
New Hampshire
$41K – – –
HC
1510
Hoese & Co
Minnesota
$40K – – –
GA
1511
GoalVest Advisory
New York
$39K -$80.1K -1,285 -65%
ONST
1512
Old North State Trust
North Carolina
$37K +$40.8K +654 New
FPFS
1513
First Personal Financial Services
North Carolina
$35K +$39.3K +630 New
POIA
1514
Pin Oak Investment Advisors
Texas
$34K – – –
SAM
1515
Strategic Asset Management
Minnesota
$34K – – –
ACK
1516
Andrew C. Karlinski
$33K -$1.81K -29 -5%
TC
1517
Tacita Capital
Ontario, Canada
$32K -$109K -1,745 -76%
S
1518
Surevest
California
$31K -$1.18K -19 -3%
AWM
1519
Accel Wealth Management
Iowa
$30K -$1.62K -26 -5%
RA
1520
Rise Advisors
New York
$30K – – –
TF
1521
TimeScale Financial
Massachusetts
$28K -$62 -1 -0.2%
OPW
1522
Oxler Private Wealth
New York
$26K +$12.6K +202 +177%
BAM
1523
Bellevue Asset Management
Washington
$25K – – –
BBPWM
1524
Blue Bell Private Wealth Management
Pennsylvania
$23K – – –
LF
1525
Lee Financial
Texas
$22K – – –
59 60
61
62 63