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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Cornerstone Wealth Management
Missouri
$273K -$51.6K -652 -15%
UFA
1602
Uptown Financial Advisors
Texas
$272K +$285K +3,599 New
CAGAS
1603
Capital Advisory Group Advisory Services
Minnesota
$272K -$128K -1,620 -31%
MMG
1604
Monetary Management Group
Missouri
$272K – – –
RMC
1605
Resources Management Corp
Connecticut
$271K – – –
AWM
1606
Abound Wealth Management
Tennessee
$270K +$554 +7 +0.2%
BWM
1607
BKM Wealth Management
Wisconsin
$270K +$2.38K +30 +0.8%
GC
1608
GFG Capital
Florida
$269K +$282K +3,558 New
BOS
1609
Bank of Stockton
California
$268K -$249K -3,139 -47%
ASC
1610
Atalanta Sosnoff Capital
New York
$267K – – –
MWM
1611
MorganRosel Wealth Management
Colorado
$267K – – –
TWP
1612
Total Wealth Planning
Ohio
$267K -$95.4K -1,204 -25%
AG
1613
Ascent Group
Virginia
$266K -$265K -3,347 -49%
KIA
1614
KCM Investment Advisors
California
$266K -$35.6K -450 -11%
IFWM
1615
Institute for Wealth Management
Colorado
$261K +$20.8K +263 +8%
GIA
1616
Guyasuta Investment Advisors
Pennsylvania
$260K -$1.58K -20 -0.6%
WPW
1617
Watershed Private Wealth
Illinois
$260K -$11K -139 -4%
PJWM
1618
Philip James Wealth Mangement
Georgia
$258K – – –
AWM
1619
Aprio Wealth Management
Georgia
$256K – – –
GVCM
1620
Global View Capital Management
Wisconsin
$255K +$268K +3,389 New
HIC
1621
Holderness Investments Company
North Carolina
$255K -$202K -2,550 -43%
AAM
1622
Aureus Asset Management
Massachusetts
$255K +$267K +3,372 New
BCA
1623
Ballentine Capital Advisors
South Carolina
$254K – – –
HDIM
1624
Hanson & Doremus Investment Management
Vermont
$254K – – –
EFP
1625
Elser Financial Planning
Indiana
$254K – – –
63 64
65
66 67