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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
NCTC
1601
New Covenant Trust Company
Indiana
$367K -$29.9K -329 -8%
AAMC
1602
Asset Allocation & Management Company
Illinois
$367K – – –
LWL
1603
Leo Wealth LLC
Texas
$364K -$228K -2,505 -39%
TCPG
1604
Trivant Custom Portfolio Group
California
$362K +$11.4K +125 +3%
AIM
1605
AHL Investment Management
Florida
$361K – – –
BSA
1606
Bull Street Advisors
Georgia
$360K – – –
SL
1607
Sentinus LLC
Illinois
$359K +$3.45K +38 +1%
SNWA
1608
Siligmueller & Norvid Wealth Advisors
Illinois
$359K +$350K +3,848 New
IFWM
1609
Institute for Wealth Management
Colorado
$358K +$5.91K +65 +2%
BIM
1610
Baldwin Investment Management
Pennsylvania
$357K -$36.4K -400 -9%
TA
1611
TFB Advisors
Kansas
$357K -$13.8K -152 -4%
PPWP
1612
Premier Path Wealth Partners
New Jersey
$356K +$18.9K +208 +6%
TWA
1613
Trellis Wealth Advisors
California
$355K – – –
LTI
1614
Laffer Tengler Investments
Tennessee
$352K +$343K +3,771 New
BPWM
1615
BCS Private Wealth Management
New Jersey
$351K +$342K +3,764 New
EFA
1616
Evernest Financial Advisors
Indiana
$351K – – –
PWMA
1617
Pension & Wealth Management Advisors
Massachusetts
$350K – – –
NLP
1618
Next Level Private
New York
$349K -$1.91K -21 -0.6%
A
1619
Argentarii
Ohio
$347K – – –
LWM
1620
Lakeridge Wealth Management
Ohio
$347K +$18.4K +202 +6%
CA
1621
Claro Advisors
Massachusetts
$345K +$2.54K +28 +0.8%
CA
1622
Cortland Associates
Missouri
$344K – – –
NFC
1623
Northstar Financial Companies
Pennsylvania
$344K -$267K -2,935 -44%
RFA
1624
RTD Financial Advisors
Pennsylvania
$344K – – –
SWM
1625
Sentinel Wealth Management
Virginia
$341K – – –
63 64
65
66 67