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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1551
Sendero Wealth Management
Texas
$326K – – –
PWM
1552
Pines Wealth Management
North Carolina
$325K +$49.5K +614 +16%
JWM
1553
JPL Wealth Management
Colorado
$324K -$4.11K -51 -1%
CWP
1554
Concord Wealth Partners
Virginia
$323K -$4.27K -53 -1%
ST
1555
Sageworth Trust
Pennsylvania
$323K -$2.29M -28,425 -88%
MCM
1556
Morton Capital Management
California
$323K -$1.61K -20 -0.5%
VFG
1557
Valley Financial Group
Pennsylvania
$323K – – –
CMMS
1558
Comprehensive Money Management Services
Florida
$322K – – –
CCA
1559
Carrera Capital Advisors
Michigan
$321K -$40.9K -507 -11%
IIM
1560
Ipswich Investment Management
Massachusetts
$321K -$48.3K -599 -13%
KCM
1561
Kathmere Capital Management
Pennsylvania
$321K – – –
CAM
1562
Cozad Asset Management
Illinois
$321K – – –
LWM
1563
Lakeridge Wealth Management
Ohio
$318K – – –
SL
1564
Sentinus LLC
Illinois
$318K +$1.05K +13 +0.3%
FG
1565
Fiduciary Group
Georgia
$318K -$20.6K -255 -6%
RFA
1566
RTD Financial Advisors
Pennsylvania
$317K -$142K -1,765 -31%
LWL
1567
Leo Wealth LLC
Texas
$316K -$344K -4,263 -52%
AIM
1568
AHL Investment Management
Florida
$316K – – –
FVWA
1569
Foster Victor Wealth Advisors
South Carolina
$316K – – –
RWM
1570
Ritholtz Wealth Management
New York
$316K +$1.69K +21 +0.5%
BSA
1571
Bull Street Advisors
Georgia
$315K – – –
RW
1572
REDW Wealth
New Mexico
$315K -$13.1K -162 -4%
SWP
1573
ShoreHaven Wealth Partners
New Jersey
$313K -$35.7K -443 -10%
TWA
1574
Trellis Wealth Advisors
California
$311K +$306K +3,800 New
EFA
1575
Evernest Financial Advisors
Indiana
$307K – – –
61 62
63
64 65