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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
1676
First Trust Direct Indexing
Massachusetts
$203K +$196K +2,430 New
LI
1677
Lafayette Investments
Maryland
$203K +$196K +2,430 New
PL
1678
Parthenon LLC
Kentucky
$202K +$194K +2,413 New
AWA
1679
Alta Wealth Advisors
Massachusetts
$202K +$194K +2,410 New
SIAS
1680
Summit Investment Advisory Services
Minnesota
$201K +$194K +2,408 New
RLIM
1681
Red Lighthouse Investment Management
New York
$201K – – –
SIA
1682
Spectrum Investment Advisors
Wisconsin
$200K +$193K +2,394 New
GGS
1683
Galvin Gaustad & Stein
Arizona
$200K +$192K +2,392 New
CGH
1684
CMG Global Holdings
Texas
$200K +$192K +2,392 New
DWA
1685
Delos Wealth Advisors
Texas
$197K – – –
WIM
1686
Westside Investment Management
California
$196K – – –
LCM
1687
Logan Capital Management
Pennsylvania
$193K +$15.9K +197 +9%
CHA
1688
Carmichael Hill & Associates
Maryland
$193K – – –
MCA
1689
Maryland Capital Advisors
Maryland
$185K -$1.45K -18 -0.8%
CIAS
1690
Capital Investment Advisory Services
North Carolina
$179K -$5.39K -67 -3%
RWM
1691
Raffa Wealth Management
District of Columbia
$178K – – –
JGCM
1692
Joseph Group Capital Management
Ohio
$175K +$140K +1,735 +487%
FFA
1693
Founders Financial Alliance
North Carolina
$174K -$4.59K -57 -3%
CSB
1694
City State Bank
Iowa
$171K -$12.1K -150 -7%
HPIA
1695
Hamilton Point Investment Advisors
North Carolina
$166K – – –
OA
1696
Operose Advisors
Wisconsin
$166K +$157K +1,957 +8,895%
KA
1697
Kozak & Associates
Colorado
$160K +$36.6K +455 +30%
NCM
1698
Northwest Capital Management
Oregon
$158K – – –
PP
1699
PrairieView Partners
Minnesota
$157K -$4.1K -51 -3%
MHR
1700
Matthew Hamilton Rosenberg
$152K +$68.4K +850 +88%
66 67
68
69 70