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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
2001
Envision Financial Planning
Tennessee
$204K +$201K +2,124 New
CKAIS
2002
Christensen King & Associates Investment Services
Washington
$204K +$201K +2,122 New
CFD
2003
Creative Financial Designs
Indiana
$203K +$3.23K +34 +2%
CWMGO
2004
Capstone Wealth Management Group (Oregon)
Oregon
$202K +$200K +2,108 New
MGI
2005
Miller Global Investments
Texas
$202K +$200K +2,108 New
B
2006
Bensler
Washington
$202K +$199K +2,103 New
KA
2007
Kozak & Associates
Colorado
$202K +$2.66K +28 +1%
EL
2008
EWA LLC
Pennsylvania
$201K +$198K +2,092 New
CAG
2009
Curtis Advisory Group
California
$200K +$198K +2,087 New
CAM
2010
Claret Asset Management
Quebec, Canada
$200K +$198K +2,085 New
BFG
2011
Berger Financial Group
Minnesota
$197K +$32.8K +346 +20%
CFO
2012
Colony Family Offices
North Carolina
$195K – – –
FFA
2013
Founders Financial Alliance
North Carolina
$188K -$62.1K -655 -25%
CFO
2014
CVA Family Office
Colorado
$188K +$95 +1 +0.1%
MSWM
2015
Mowery & Schoenfeld Wealth Management
Illinois
$187K – – –
HWM
2016
HighMark Wealth Management
Minnesota
$186K -$948 -10 -0.5%
CBT
2017
CoreFirst Bank & Trust
Kansas
$186K +$165K +1,740 +874%
RP
2018
Rice Partnership
Hawaii
$183K -$24.9K -263 -12%
JGCM
2019
Joseph Group Capital Management
Ohio
$177K -$41K -432 -19%
CB
2020
Centennial Bank
Arkansas
$173K -$40.3K -425 -19%
AWM
2021
Abound Wealth Management
Tennessee
$172K +$759 +8 +0.4%
GWM
2022
Gilpin Wealth Management
Colorado
$172K +$170K +1,790 New
CTWM
2023
Cherry Tree Wealth Management
Minnesota
$171K – – –
STB
2024
S&T Bank
Pennsylvania
$169K +$52.2K +550 +45%
AF
2025
Alerus Financial
North Dakota
$168K -$5.41K -57 -3%
79 80
81
82 83