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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1701
Destiny Wealth Partners
Florida
$292K +$20.5K +225 +8%
SWMG
1702
Sard Wealth Management Group
Georgia
$291K – – –
HWA
1703
HHM Wealth Advisors
Tennessee
$289K -$16.4K -180 -5%
SWP
1704
Summit Wealth Partners
Florida
$289K – – –
CCMI
1705
Creative Capital Management Investments
California
$289K – – –
AAM
1706
Augustine Asset Management
Florida
$287K – – –
JPMIA
1707
J.P. Marvel Investment Advisors
Massachusetts
$287K – – –
YIM
1708
Yoffe Investment Management
Pennsylvania
$286K – – –
MWA
1709
Medallion Wealth Advisors
Connecticut
$285K -$4.64K -51 -2%
KA
1710
Kovack Advisors
Florida
$285K -$4.67M -51,406 -94%
FA
1711
FC Advisory
Pennsylvania
$285K – – –
PL
1712
Plancorp LLC
Missouri
$285K -$18.2K -200 -6%
WH
1713
Willner & Heller
California
$283K +$11.8K +130 +4%
TC
1714
TownSquare Capital
Utah
$282K +$1.64K +18 +0.6%
SSWM
1715
Smith Salley Wealth Management
North Carolina
$281K +$273K +3,007 New
CWM
1716
Centurion Wealth Management
Virginia
$280K – – –
LSPW
1717
Lake Street Private Wealth
Illinois
$279K +$34.5K +379 +15%
AA
1718
Aufman Associates
Pennsylvania
$279K – – –
WPA
1719
West Paces Advisors
Georgia
$278K -$22.1K -243 -8%
AFA
1720
Avant Financial Advisors
Texas
$277K – – –
IWA
1721
Icon Wealth Advisors
Texas
$273K +$10.2K +112 +4%
WPWM
1722
Windward Private Wealth Management
Kansas
$271K – – –
EWM
1723
EPG Wealth Management
Georgia
$270K -$18.6K -205 -7%
TCC
1724
Trans-Canada Capital
Quebec, Canada
$270K +$12.3K +135 +5%
WA
1725
Wealth Alliance
New York
$270K +$263K +2,893 New
67 68
69
70 71