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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1651
Baker Tilly Wealth Management
Wisconsin
$205K -$204K -2,575 -50%
ZC
1652
Zeit Capital
Colorado
$205K – – –
CHA
1653
Cooper/Haims Advisors
New York
$205K -$116K -1,464 -36%
PP
1654
Patten & Patten
Tennessee
$204K +$207K +2,609 New
PWA
1655
Pillar Wealth Advisors
Pennsylvania
$204K -$123K -1,549 -37%
PL
1656
Plancorp LLC
Missouri
$203K – – –
BCA
1657
Bay Colony Advisors
Massachusetts
$203K -$10.6K -134 -5%
IP
1658
Intellectus Partners
California
$203K +$554 +7 +0.3%
AFG
1659
Allegheny Financial Group
Pennsylvania
$203K +$205K +2,587 New
CFP
1660
Cascade Financial Partners
California
$202K +$205K +2,582 New
RG
1661
Rathbones Group
United Kingdom
$202K – – –
B
1662
Bensler
Washington
$202K +$792 +10 +0.4%
FNBSF
1663
First National Bank Sioux Falls
South Dakota
$202K – – –
LWM
1664
LongView Wealth Management
Georgia
$201K -$158 -2 -0.1%
CT
1665
Clearstead Trust
Maine
$201K – – –
SCM
1666
Schnieders Capital Management
California
$201K – – –
RVPG
1667
Relative Value Partners Group
$201K -$2.89M -36,431 -93%
LSPW
1668
Lake Street Private Wealth
Illinois
$201K – – –
FLA
1669
Financial Life Advisors
Texas
$201K – – –
PS
1670
Planned Solutions
California
$200K – – –
CP
1671
Castleview Partners
Texas
$200K -$60K -758 -23%
RIA
1672
Realta Investment Advisors
Delaware
$199K +$31.7K +400 +19%
TCPG
1673
Trivant Custom Portfolio Group
California
$194K +$5.15K +65 +3%
S
1674
Sachetta
Massachusetts
$194K – – –
BLC
1675
Brown, Lisle/Cummings
Rhode Island
$194K – – –
65 66
67
68 69