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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1626
Jacobi Capital Management
Pennsylvania
$254K +$1.9K +24 +0.7%
LFS
1627
Lutz Financial Services
Nebraska
$254K – – –
WPWM
1628
Windward Private Wealth Management
Kansas
$253K – – –
WHG
1629
Westwood Holdings Group
Texas
$253K +$265K +3,345 New
CPA
1630
Capital Performance Advisors
California
$253K -$1.11K -14 -0.4%
MWA
1631
Motive Wealth Advisors
Michigan
$253K – – –
WPA
1632
West Paces Advisors
Georgia
$252K – – –
MEAC
1633
M.E. Allison & Co
Texas
$252K +$264K +3,337 New
AP
1634
Aspect Partners
Virginia
$252K -$1.75M -22,073 -87%
HCP
1635
Holt Capital Partners
Texas
$251K – – –
WC
1636
Whitney & Co
New York
$250K – – –
AFA
1637
Avant Financial Advisors
Texas
$250K +$261K +3,300 New
MC
1638
Montag & Caldwell
Georgia
$249K -$645K -8,142 -71%
HWM
1639
HighMark Wealth Management
Minnesota
$249K – – –
CIC
1640
Chilton Investment Company
Connecticut
$248K – – –
FA
1641
Financial Advisors
Massachusetts
$248K – – –
BIA
1642
Bigelow Investment Advisors
Maine
$246K – – –
AAM
1643
Augustine Asset Management
Florida
$245K +$1.9K +24 +0.7%
RA
1644
Riversedge Advisors
Delaware
$244K – – –
MWM
1645
Melfa Wealth Management
Massachusetts
$244K – – –
SWM
1646
SFG Wealth Management
Maryland
$242K +$79 +1 +0%
1CP
1647
17 Capital Partners
Arizona
$242K +$253K +3,199 New
C1AG
1648
Client 1st Advisory Group
Florida
$242K – – –
OAM
1649
Occidental Asset Management
California
$241K +$317 +4 +0.1%
NFA
1650
Northwest Financial Advisors
Virginia
$241K +$252K +3,185 New
64 65
66
67 68