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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1676
Jackson Wealth Management
Florida
$203K +$191K +2,700 New
SHIM
1677
Stone House Investment Management
Pennsylvania
$202K +$190K +2,685 New
SWMG
1678
Sard Wealth Management Group
Georgia
$202K +$190K +2,685 New
NCM
1679
Northwest Capital Management
Oregon
$201K – – –
1CP
1680
17 Capital Partners
Arizona
$201K +$189K +2,669 New
LWM
1681
Lakeridge Wealth Management
Ohio
$201K +$188K +2,663 New
KOCAA
1682
Knights of Columbus Asset Advisors
Connecticut
$193K +$20K +283 +12%
PS
1683
Planned Solutions
California
$192K +$181K +2,554 New
CSB
1684
City State Bank
Iowa
$188K – – –
S
1685
Sachetta
Massachusetts
$185K +$173K +2,451 New
USB
1686
Union Savings Bank
Connecticut
$183K – – –
BCP
1687
Blue Chip Partners
Michigan
$183K +$11.9K +169 +7%
RLIM
1688
Red Lighthouse Investment Management
New York
$181K – – –
HCA
1689
Harbor Capital Advisors
Illinois
$180K -$71K -1,004 -30%
FCT
1690
First Community Trust
Iowa
$179K +$12.7K +180 +8%
BWP
1691
Baldwin Wealth Partners
Massachusetts
$178K – – –
DWA
1692
Delos Wealth Advisors
Texas
$177K – – –
CHA
1693
Carmichael Hill & Associates
Maryland
$174K – – –
CFGS
1694
Concourse Financial Group Securities
Alabama
$173K -$26.1K -369 -14%
MCA
1695
Maryland Capital Advisors
Maryland
$172K -$2.19K -31 -1%
ASBI
1696
American State Bank (Iowa)
Iowa
$172K – – –
WIM
1697
Westside Investment Management
California
$169K -$42.3K -599 -21%
MCM
1698
MidAtlantic Capital Management
Virginia
$168K +$158K +2,232 New
EWM
1699
Evermay Wealth Management
Virginia
$167K – – –
FFA
1700
Founders Financial Alliance
North Carolina
$164K -$848 -12 -0.5%
66 67
68
69 70