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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1676
TRUE Private Wealth Advisors
Oregon
$386K -$21.6K -228 -5%
KIA
1677
KCM Investment Advisors
California
$386K – – –
PT
1678
Plimoth Trust
Massachusetts
$386K – – –
CAM
1679
CPA Asset Management
Florida
$384K – – –
GWCM
1680
Godshalk Welsh Capital Management
Pennsylvania
$384K – – –
BWP
1681
Burling Wealth Partners
Illinois
$384K -$10.4K -110 -3%
AGA
1682
Arkos Global Advisors
Texas
$383K – – –
PWM
1683
Pines Wealth Management
North Carolina
$383K – – –
SWM
1684
Sendero Wealth Management
Texas
$383K – – –
RW
1685
REDW Wealth
New Mexico
$382K – – –
NCTC
1686
New Covenant Trust Company
Indiana
$381K – – –
DF
1687
Downshift Financial
Colorado
$381K +$360K +3,800 New
WHG
1688
Westwood Holdings Group
Texas
$381K +$66.5K +701 +21%
JWM
1689
JPL Wealth Management
Colorado
$381K – – –
SCM
1690
Shelton Capital Management
Colorado
$380K -$4.36K -46 -1%
MIA
1691
MMBG Investment Advisors
Florida
$379K – – –
MCM
1692
Morton Capital Management
California
$379K – – –
CMMS
1693
Comprehensive Money Management Services
Florida
$378K – – –
AAMC
1694
Asset Allocation & Management Company
Illinois
$377K – – –
SGK
1695
Steigerwald Gordon & Koch
Virginia
$374K +$34.6K +365 +10%
KCM
1696
Kathmere Capital Management
Pennsylvania
$373K -$20.6K -217 -5%
CWP
1697
Concord Wealth Partners
Virginia
$372K -$13.8K -145 -4%
BSA
1698
Bull Street Advisors
Georgia
$370K – – –
BIM
1699
Baldwin Investment Management
Pennsylvania
$367K – – –
FM
1700
Family Management
New York
$367K -$19.9K -210 -5%
66 67
68
69 70