We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1976
Sankala Group
Colorado
$207K – – –
EFP
1977
Envision Financial Planning
Tennessee
$206K – – –
TW
1978
TritonPoint Wealth
Maryland
$206K +$212K +2,118 New
NWM
1979
Northwest Wealth Management
Iowa
$206K +$212K +2,116 New
WWG
1980
West Wealth Group
California
$205K -$56.1K -561 -21%
CWMGO
1981
Capstone Wealth Management Group (Oregon)
Oregon
$205K – – –
MGI
1982
Miller Global Investments
Texas
$205K – – –
SAM
1983
Synergy Asset Management
Washington
$203K +$210K +2,094 New
PWIA
1984
Porter White Investment Advisors
Alabama
$203K +$209K +2,093 New
CAM
1985
Claret Asset Management
Quebec, Canada
$203K – – –
EL
1986
EWA LLC
Pennsylvania
$201K -$1.8K -18 -0.9%
BFG
1987
Berger Financial Group
Minnesota
$201K +$1.8K +18 +0.9%
BCM
1988
Boreal Capital Management
Florida
$199K -$113K -1,129 -36%
CFO
1989
Colony Family Offices
North Carolina
$197K – – –
CFO
1990
CVA Family Office
Colorado
$190K – – –
MWA
1991
Merkkuri Wealth Advisors
New York
$189K +$195K +1,944 New
MSWM
1992
Mowery & Schoenfeld Wealth Management
Illinois
$189K – – –
RP
1993
Rice Partnership
Hawaii
$185K – – –
SMBT
1994
Southern Michigan Bank & Trust
Michigan
$185K +$190K +1,902 New
DWA
1995
Dougherty Wealth Advisers
Minnesota
$179K -$263K -2,633 -59%
CB
1996
Centennial Bank
Arkansas
$175K – – –
AWM
1997
Abound Wealth Management
Tennessee
$174K – – –
CC
1998
Corsicana & Co
Texas
$174K – – –
GWM
1999
Gilpin Wealth Management
Colorado
$174K – – –
SOS
2000
Silver Oak Securities
Tennessee
$172K -$326K -3,254 -65%
78 79
80
81 82