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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
1726
Summit Wealth Group (Colorado)
Colorado
$342K -$2K -20 -0.6%
PFC
1727
Phocas Financial Corp
California
$342K – – –
FWM
1728
Forteris Wealth Management
New York
$340K – – –
JWM
1729
JGP Wealth Management
Oregon
$340K – – –
CWM
1730
CCG Wealth Management
California
$339K +$349K +3,491 New
FP
1731
Financial Perspectives
Minnesota
$337K – – –
MFA
1732
McClarren Financial Advisors
Pennsylvania
$337K +$236K +2,356 +212%
PJWM
1733
Philip James Wealth Mangement
Georgia
$336K -$1K -10 -0.3%
AWA
1734
Alta Wealth Advisors
Massachusetts
$336K – – –
AIM
1735
AMI Investment Management
Indiana
$336K – – –
IFA
1736
Index Fund Advisors
California
$336K – – –
EIA
1737
Eldridge Investment Advisors
New Hampshire
$335K – – –
MFA
1738
Morling Financial Advisors
California
$334K – – –
SC
1739
Sykon Capital
New York
$332K -$7.22M -72,180 -95%
HNH
1740
Hopwood Nicholas Hunter
$330K +$56.8K +568 +20%
UAS
1741
United Asset Strategies
New York
$330K – – –
FWI
1742
Facet Wealth Inc
Maryland
$329K +$97.7K +976 +41%
OWA
1743
Outlook Wealth Advisors
Texas
$328K +$61.3K +613 +22%
AAA
1744
Andrews Advisory Associates
Hawaii
$328K -$20.8K -208 -6%
BAM
1745
BCV Asset Management
$327K +$348K +3,481 New
JCM
1746
Jacobi Capital Management
Pennsylvania
$327K – – –
BIA
1747
Bigelow Investment Advisors
Maine
$327K – – –
MCC
1748
Money Concepts Capital
Florida
$327K -$911K -9,101 -73%
XPN
1749
XY Planning Network
Montana
$325K -$3.8K -38 -1%
LIM
1750
Leavell Investment Management
Alabama
$324K -$3K -30 -0.9%
68 69
70
71 72