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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
1726
Net Worth Advisory Group
Utah
$350K +$346K +3,648 New
SWG
1727
Summit Wealth Group
Vermont
$350K +$346K +3,646 New
MEAC
1728
M.E. Allison & Co
Texas
$346K – – –
MMG
1729
Monetary Management Group
Missouri
$345K – – –
NPA
1730
Nichols & Pratt Advisers
Massachusetts
$345K +$341K +3,592 New
SAW
1731
Signal Advisors Wealth
Michigan
$345K +$113K +1,195 +50%
AAA
1732
Andrews Advisory Associates
Hawaii
$344K +$340K +3,580 New
VWM
1733
Vermillion Wealth Management
Minnesota
$343K -$5.12K -54 -1%
JSW
1734
Journey Strategic Wealth
New Jersey
$343K +$87.4K +922 +35%
UFA
1735
Uptown Financial Advisors
Texas
$341K -$4.36K -46 -1%
BP
1736
BBR Partners
New York
$341K +$12.9K +136 +4%
FG
1737
Fiduciary Group
Georgia
$340K -$3.41K -36 -1%
CG
1738
Cynosure Group
Utah
$340K +$2.55M +26,872 +458%
GRA
1739
Golden Road Advisors
Florida
$340K – – –
FNBTCON
1740
First National Bank & Trust Co of Newtown
Pennsylvania
$340K – – –
SWGC
1741
Summit Wealth Group (Colorado)
Colorado
$340K +$336K +3,541 New
ISFAN
1742
Investor's Fiduciary Advisor Network
Washington
$339K – – –
PFC
1743
Phocas Financial Corp
California
$338K – – –
SCM
1744
Saxony Capital Management
Missouri
$337K -$1.96M -20,687 -85%
FWM
1745
Forteris Wealth Management
New York
$337K +$332K +3,505 New
SVWG
1746
Shared Vision Wealth Group
United States
$336K – – –
CSA
1747
Cottage Street Advisors
Massachusetts
$336K +$19K +200 +6%
JWM
1748
JGP Wealth Management
Oregon
$336K +$332K +3,496 New
CPW
1749
Cove Private Wealth
New York
$335K – – –
PJWM
1750
Philip James Wealth Mangement
Georgia
$333K – – –
68 69
70
71 72