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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
A
1801
Argentarii
Ohio
$322K – – –
MWM
1802
Melfa Wealth Management
Massachusetts
$322K – – –
HWA
1803
HHM Wealth Advisors
Tennessee
$322K -$51.4K -500 -14%
CCMI
1804
Creative Capital Management Investments
California
$322K – – –
FA
1805
FC Advisory
Pennsylvania
$320K +$1.85K +18 +0.6%
DWM
1806
Dakota Wealth Management
Florida
$320K – – –
S
1807
Sunpointe
Missouri
$320K -$605K -5,880 -66%
BCIM
1808
British Columbia Investment Management
British Columbia, Canada
$319K -$52.1M -506,634 -99%
AAM
1809
Augustine Asset Management
Florida
$319K – – –
JPMIA
1810
J.P. Marvel Investment Advisors
Massachusetts
$319K – – –
YIM
1811
Yoffe Investment Management
Pennsylvania
$319K – – –
RIP
1812
RAM Investment Partners
Washington
$316K +$16.7K +162 +6%
QFP
1813
Quantum Financial Partners
Kansas
$315K +$312K +3,031 New
WETS
1814
Wealth Enhancement Trust Services
South Dakota
$315K +$81K +788 +35%
TPWA
1815
Twin Peaks Wealth Advisors
California
$314K +$84.4K +821 +37%
AG
1816
AmeriFlex Group
Nevada
$314K +$309 +3 +0.1%
SSWM
1817
Smith Salley Wealth Management
North Carolina
$312K -$2.06K -20 -0.7%
CWM
1818
Centurion Wealth Management
Virginia
$312K – – –
SHJ
1819
Sharkey, Howes & Javer
Colorado
$309K -$175K -1,700 -36%
CFCS
1820
CDM Financial Counseling Services
Connecticut
$309K -$8.33K -81 -3%
CAC
1821
Certified Advisory Corp
Florida
$309K -$76.7K -746 -20%
PIA
1822
Pinion Investment Advisors
Kansas
$307K – – –
CIAS
1823
CBIZ Investment Advisory Services
Ohio
$306K – – –
EWM
1824
EPG Wealth Management
Georgia
$306K +$2.37K +23 +0.8%
GVCM
1825
Global View Capital Management
Wisconsin
$305K -$9.46K -92 -3%
71 72
73
74 75