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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1701
Means Investment Company
Maine
$279K – – –
SWMG
1702
Sard Wealth Management Group
Georgia
$279K +$4.61K +54 +2%
QPWM
1703
Quadrant Private Wealth Management
Pennsylvania
$278K +$6.23K +73 +2%
EWM
1704
EPG Wealth Management
Georgia
$277K +$2.13K +25 +0.8%
MWA
1705
Medallion Wealth Advisors
Connecticut
$277K -$2.31K -27 -0.9%
SWP
1706
Summit Wealth Partners
Florida
$277K – – –
CCMI
1707
Creative Capital Management Investments
California
$277K – – –
AAM
1708
Augustine Asset Management
Florida
$275K -$36.6K -429 -12%
JPMIA
1709
J.P. Marvel Investment Advisors
Massachusetts
$274K – – –
YIM
1710
Yoffe Investment Management
Pennsylvania
$274K – – –
FA
1711
FC Advisory
Pennsylvania
$272K +$1.62K +19 +0.6%
SIG
1712
Sargent Investment Group
Maryland
$271K – – –
TFCP
1713
Twin Focus Capital Partners
Massachusetts
$271K +$259K +3,031 New
TC
1714
TownSquare Capital
Utah
$269K -$4.88M -57,117 -95%
NFA
1715
Northwest Financial Advisors
Virginia
$268K -$15.5K -182 -6%
OWA
1716
Octavia Wealth Advisors
Ohio
$268K -$8.71K -102 -3%
CWM
1717
Centurion Wealth Management
Virginia
$268K – – –
AA
1718
Aufman Associates
Pennsylvania
$267K +$255K +2,984 New
AFA
1719
Avant Financial Advisors
Texas
$265K -$14.9K -175 -6%
BP
1720
BBR Partners
New York
$265K +$253K +2,964 New
RA
1721
Rodgers & Associates
Pennsylvania
$265K +$29.5K +345 +13%
AWM
1722
Angeles Wealth Management
California
$264K +$5.29K +62 +2%
CPCM
1723
Cardinal Point Capital Management
Ontario, Canada
$263K +$251K +2,945 New
FNA
1724
First National Advisers
Nebraska
$263K – – –
RIM
1725
Rockbridge Investment Management
New York
$262K +$250K +2,933 New
67 68
69
70 71