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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2001
Rede Wealth
Virginia
– -$275K -3,291 Closed
KDA
2002
Kraft Davis & Associates
Missouri
– -$249K -3,172 Closed
CFS
2003
CRA Financial Services
New Jersey
– -$243K -2,908 Closed
MFA
2004
McClarren Financial Advisors
Pennsylvania
– -$1.71M -2,832 Closed
MPI
2005
Mairs & Power Inc
Minnesota
– -$233K -2,792 Closed
EWM
2006
Executive Wealth Management
Michigan
– -$228K -2,731 Closed
RA
2007
Rodgers & Associates
Pennsylvania
– -$228K -2,725 Closed
EFG
2008
Everhart Financial Group
Ohio
– -$228K -2,722 Closed
SP
2009
Successful Portfolios
Florida
– -$228K -2,722 Closed
NF
2010
Nikulski Financial
Iowa
– -$225K -2,690 Closed
MSA
2011
Marathon Strategic Advisors
Pennsylvania
– -$220K -2,635 Closed
RRCM
2012
Rappaport Reiches Capital Management
Illinois
– -$219K -2,620 Closed
HP
2013
Holistic Planning
Texas
– -$219K -2,619 Closed
PL
2014
Plancorp LLC
Missouri
– -$217K -2,594 Closed
CFP
2015
Cascade Financial Partners
California
– -$208K -2,582 Closed
RG
2016
Rathbones Group
United Kingdom
– -$216K -2,580 Closed
JA
2017
JVL Associates
Michigan
– -$216K -2,578 Closed
FNBSF
2018
First National Bank Sioux Falls
South Dakota
– -$215K -2,574 Closed
SCM
2019
Schnieders Capital Management
California
– -$215K -2,568 Closed
FCB
2020
First County Bank
Connecticut
– -$214K -2,555 Closed
AFPL
2021
Advus Financial Partners, LLC
Florida
– -$214K -2,555 Closed
PS
2022
Planned Solutions
California
– -$214K -2,554 Closed
W
2023
WorthPointe
California
– -$214K -2,554 Closed
NPPM
2024
North Point Portfolio Managers
Ohio
– -$213K -2,548 Closed
RWIA
2025
Roger Wittlin Investment Advisory
California
– -$212K -2,534 Closed
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81
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