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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1501
GHP Investment Advisors
Colorado
$439K +$768 +9 +0.2%
PWMAG
1502
Pinnacle Wealth Management Advisory Group
New Jersey
$438K +$21.3K +250 +5%
WA
1503
Wealth Architects
California
$438K +$4.44K +52 +1%
RWM
1504
Ritholtz Wealth Management
New York
$438K +$88.5K +1,037 +27%
BFC
1505
Blue Fin Capital
Rhode Island
$438K -$11.9K -139 -3%
GCA
1506
Gradient Capital Advisors
California
$437K – – –
AA
1507
Armis Advisers
Georgia
$436K +$55.9K +655 +15%
DIM
1508
Delta Investment Management
California
$436K – – –
LWMNY
1509
Landmark Wealth Management (New York)
New York
$434K -$54.3K -636 -12%
EWA
1510
Evolution Wealth Advisors
Florida
$433K +$48.8K +572 +13%
FFA
1511
Florida Financial Advisors
Florida
$431K +$108K +1,261 +35%
ACM
1512
Advisors Capital Management
New Jersey
$431K +$98.9K +1,158 +32%
CWM
1513
Castle Wealth Management
Florida
$431K -$47K -550 -10%
FMP
1514
Financial Management Professionals
Texas
$429K +$403K +4,717 +5,422%
BIM
1515
Bridges Investment Management
Nebraska
$427K -$17K -199 -4%
BBW
1516
Blue Barn Wealth
Utah
$422K -$27.5K -322 -6%
HPC
1517
HM Payson & Co
Maine
$421K -$45.9K -538 -10%
CAGAS
1518
Capital Advisory Group Advisory Services
Minnesota
$420K +$51.2K +600 +15%
MA
1519
MKT Advisors
California
$419K +$11.6K +136 +3%
CAM
1520
Councilmark Asset Management
Tennessee
$418K – – –
TWA
1521
Trace Wealth Advisors
California
$417K – – –
FFO
1522
Fortitude Family Office
Arizona
$416K – – –
DWM
1523
Dakota Wealth Management
Florida
$415K – – –
MF
1524
Meridian Financial
Massachusetts
$414K +$1.45K +17 +0.4%
WA
1525
WP Advisors
California
$413K +$6.83K +80 +2%
59 60
61
62 63