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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
1801
Jordan Park Group
California
– -$346K -4,776 Closed
TGAM
1802
TBH Global Asset Management
Tennessee
– -$336K -4,628 Closed
EP
1803
Eudaimonia Partners
Tennessee
– -$328K -4,526 Closed
CF
1804
Corrigan Financial
Rhode Island
– -$323K -4,454 Closed
BMCM
1805
Burns Matteson Capital Management
New York
– -$313K -4,315 Closed
TPWA
1806
TRUE Private Wealth Advisors
Oregon
– -$310K -4,271 Closed
IFWM
1807
Institute for Wealth Management
Colorado
– -$301K -4,145 Closed
HVIA
1808
Hudson Valley Investment Advisors
New York
– -$289K -3,985 Closed
KM
1809
Kalos Management
Georgia
– -$288K -3,968 Closed
TFCP
1810
Twin Focus Capital Partners
Massachusetts
– -$265K -3,650 Closed
1WM
1811
1900 Wealth Management
Texas
– -$244K -3,368 Closed
LFA
1812
Legacy Financial Advisors
Kentucky
– -$242K -3,342 Closed
TF
1813
Theory Financial
Colorado
– -$232K -3,201 Closed
GFA
1814
Gallagher Fiduciary Advisors
Illinois
– -$226K -3,115 Closed
MP
1815
McDonald Partners
Ohio
– -$218K -3,006 Closed
TBNY
1816
Trustco Bank (New York)
New York
– -$215K -2,965 Closed
OMIC
1817
Old Mission Investment Co
Michigan
– -$211K -2,908 Closed
CSIC
1818
Clifford Swan Investment Counsel
California
– -$210K -2,900 Closed
PWP
1819
Private Wealth Partners
California
– -$210K -2,897 Closed
MCM
1820
Morton Capital Management
California
– -$210K -2,890 Closed
EFMC
1821
Empire Financial Management Company
New York
– -$209K -2,881 Closed
CPCM
1822
Cardinal Point Capital Management
Ontario, Canada
– -$209K -2,878 Closed
IF
1823
IRON Financial
Illinois
– -$208K -2,867 Closed
WFS
1824
Widmann Financial Services
Maryland
– -$206K -2,836 Closed
EA
1825
Eudaimonia Advisors
Tennessee
– -$205K -2,827 Closed
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