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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1801
Bay Colony Advisors
Massachusetts
$305K +$569 +6 +0.2%
CW
1802
Cooksen Wealth
Texas
$304K – – –
EFP
1803
Elser Financial Planning
Indiana
$304K – – –
PBF
1804
Petix & Botte Financial
California
$303K – – –
PPW
1805
PACK Private Wealth
Minnesota
$302K – – –
PIA
1806
Pinion Investment Advisors
Kansas
$301K – – –
SSCA
1807
South Shore Capital Advisors
Massachusetts
$300K +$296K +3,124 New
LTI
1808
Laffer Tengler Investments
Tennessee
$299K -$62.3K -657 -17%
OAM
1809
Occidental Asset Management
California
$298K -$31.9K -336 -10%
HWA
1810
HHM Wealth Advisors
Tennessee
$297K – – –
SWP
1811
Summit Wealth Partners
Florida
$297K – – –
CCMI
1812
Creative Capital Management Investments
California
$297K – – –
WH
1813
Willner & Heller
California
$296K +$5.22K +55 +2%
APW
1814
Aurora Private Wealth
New Jersey
$296K +$293K +3,093 New
AAM
1815
Augustine Asset Management
Florida
$295K – – –
JPMIA
1816
J.P. Marvel Investment Advisors
Massachusetts
$295K – – –
YIM
1817
Yoffe Investment Management
Pennsylvania
$295K – – –
FA
1818
FC Advisory
Pennsylvania
$295K +$1.8K +19 +0.6%
CFCS
1819
CDM Financial Counseling Services
Connecticut
$293K +$290K +3,056 New
ACM
1820
Advisors Capital Management
New Jersey
$293K -$43.3K -457 -13%
PL
1821
Plancorp LLC
Missouri
$293K – – –
SIG
1822
Sargent Investment Group
Maryland
$292K +$289K +3,045 New
MWA
1823
Medallion Wealth Advisors
Connecticut
$291K -$2.18K -23 -0.8%
AG
1824
AmeriFlex Group
Nevada
$290K -$152K -1,605 -35%
SSWM
1825
Smith Salley Wealth Management
North Carolina
$289K – – –
71 72
73
74 75