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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2001
Berger Financial Group
Minnesota
– -$297K -3,554 Closed
RW
2002
Rede Wealth
Virginia
– -$275K -3,291 Closed
KDA
2003
Kraft Davis & Associates
Missouri
– -$249K -3,172 Closed
CFS
2004
CRA Financial Services
New Jersey
– -$243K -2,908 Closed
MFA
2005
McClarren Financial Advisors
Pennsylvania
– -$1.71M -2,832 Closed
MPI
2006
Mairs & Power Inc
Minnesota
– -$233K -2,792 Closed
EWM
2007
Executive Wealth Management
Michigan
– -$228K -2,731 Closed
RA
2008
Rodgers & Associates
Pennsylvania
– -$228K -2,725 Closed
EFG
2009
Everhart Financial Group
Ohio
– -$228K -2,722 Closed
SP
2010
Successful Portfolios
Florida
– -$228K -2,722 Closed
NF
2011
Nikulski Financial
Iowa
– -$225K -2,690 Closed
MSA
2012
Marathon Strategic Advisors
Pennsylvania
– -$220K -2,635 Closed
RRCM
2013
Rappaport Reiches Capital Management
Illinois
– -$219K -2,620 Closed
HP
2014
Holistic Planning
Texas
– -$219K -2,619 Closed
OMIC
2015
Old Mission Investment Co
Michigan
– -$217K -2,598 Closed
PL
2016
Plancorp LLC
Missouri
– -$217K -2,594 Closed
CFP
2017
Cascade Financial Partners
California
– -$208K -2,582 Closed
RG
2018
Rathbones Group
United Kingdom
– -$216K -2,580 Closed
JA
2019
JVL Associates
Michigan
– -$216K -2,578 Closed
FNBSF
2020
First National Bank Sioux Falls
South Dakota
– -$215K -2,574 Closed
SCM
2021
Schnieders Capital Management
California
– -$215K -2,568 Closed
FCB
2022
First County Bank
Connecticut
– -$214K -2,555 Closed
PS
2023
Planned Solutions
California
– -$214K -2,554 Closed
W
2024
WorthPointe
California
– -$214K -2,554 Closed
NPPM
2025
North Point Portfolio Managers
Ohio
– -$213K -2,548 Closed
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81
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