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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1826
Winthrop Advisory Group
Massachusetts
$221K +$215K +2,362 New
XPN
1827
XY Planning Network
Montana
$220K – – –
DWA
1828
Delos Wealth Advisors
Texas
$220K – – –
MSA
1829
Marathon Strategic Advisors
Pennsylvania
$220K -$20.9K -230 -9%
GSEP
1830
Golden State Equity Partners
California
$219K +$213K +2,348 New
WIM
1831
Westside Investment Management
California
$219K – – –
VI
1832
Vestcor Inc
New Brunswick, Canada
$218K -$263K -2,893 -55%
ODA
1833
One Degree Advisors
California
$218K – – –
PP
1834
PDS Planning
Ohio
$215K – – –
KCP
1835
Kera Capital Partners
California
$214K – – –
WMWM
1836
Wilkins Miller Wealth Management
Alabama
$213K – – –
CAAS
1837
Capital Asset Advisory Services
Michigan
$213K – – –
JGCM
1838
Joseph Group Capital Management
Ohio
$213K -$113K -1,247 -35%
NCM
1839
NCM Capital Management
New Jersey
$213K – – –
MKA
1840
M. Kulyk & Associates
Georgia
$212K – – –
AFA
1841
Allium Financial Advisors
Oregon
$210K -$87.5K -963 -30%
CGL
1842
Clarius Group LLC
Washington
$210K – – –
CF
1843
Claris Financial
Virginia
$210K +$204K +2,245 New
SFA
1844
Seneca Financial Advisors
New York
$209K – – –
FFG
1845
Fiduciary Financial Group
California
$209K +$203K +2,235 New
MC
1846
Middleton & Co
Massachusetts
$209K +$203K +2,235 New
IAIM
1847
International Assets Investment Management
Florida
$208K – – –
W
1848
WorthPointe
California
$208K +$202K +2,226 New
OS
1849
Objectivity Squared
South Carolina
$208K +$202K +2,226 New
CB
1850
Centennial Bank
Arkansas
$208K – – –
72 73
74
75 76