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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1676
Stone House Investment Management
Pennsylvania
$202K +$190K +2,685 New
SWMG
1677
Sard Wealth Management Group
Georgia
$202K +$190K +2,685 New
NCM
1678
Northwest Capital Management
Oregon
$201K – – –
1CP
1679
17 Capital Partners
Arizona
$201K +$189K +2,669 New
LWM
1680
Lakeridge Wealth Management
Ohio
$201K +$188K +2,663 New
KOCAA
1681
Knights of Columbus Asset Advisors
Connecticut
$193K +$20K +283 +12%
PS
1682
Planned Solutions
California
$192K +$181K +2,554 New
CSB
1683
City State Bank
Iowa
$188K – – –
S
1684
Sachetta
Massachusetts
$185K +$173K +2,451 New
USB
1685
Union Savings Bank
Connecticut
$183K – – –
BCP
1686
Blue Chip Partners
Michigan
$183K +$11.9K +169 +7%
RLIM
1687
Red Lighthouse Investment Management
New York
$181K – – –
HCA
1688
Harbor Capital Advisors
Illinois
$180K -$71K -1,004 -30%
FCT
1689
First Community Trust
Iowa
$179K +$12.7K +180 +8%
BWP
1690
Baldwin Wealth Partners
Massachusetts
$178K – – –
DWA
1691
Delos Wealth Advisors
Texas
$177K – – –
CHA
1692
Carmichael Hill & Associates
Maryland
$174K – – –
CFGS
1693
Concourse Financial Group Securities
Alabama
$173K -$26.1K -369 -14%
MCA
1694
Maryland Capital Advisors
Maryland
$172K -$2.19K -31 -1%
ASBI
1695
American State Bank (Iowa)
Iowa
$172K – – –
WIM
1696
Westside Investment Management
California
$169K -$42.3K -599 -21%
MCM
1697
MidAtlantic Capital Management
Virginia
$168K +$158K +2,232 New
EWM
1698
Evermay Wealth Management
Virginia
$167K – – –
FFA
1699
Founders Financial Alliance
North Carolina
$164K -$848 -12 -0.5%
CP
1700
Castleview Partners
Texas
$160K +$150K +2,117 New
66 67
68
69 70