We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
STB
2001
S&T Bank
Pennsylvania
$171K – – –
JGCM
2002
Joseph Group Capital Management
Ohio
$171K -$8.3K -83 -5%
W
2003
WealthCollab
Washington
$169K – – –
HWM
2004
HighMark Wealth Management
Minnesota
$169K -$19.6K -196 -10%
AIA
2005
Armor Investment Advisors
North Carolina
$167K – – –
AF
2006
Alerus Financial
North Dakota
$162K -$8.8K -88 -5%
RL
2007
Rogco LP
Oklahoma
$161K -$95.2K -951 -36%
FLP
2008
Financial Life Planners
Arizona
$160K +$165K +1,651 New
CTWM
2009
Cherry Tree Wealth Management
Minnesota
$160K -$13.1K -131 -7%
CTA
2010
Colonial Trust Advisors
South Carolina
$158K – – –
CSB
2011
City State Bank
Iowa
$156K -$6K -60 -4%
AIC
2012
Archer Investment Corporation
Indiana
$148K – – –
FRA
2013
Front Row Advisors
California
$148K – – –
AF
2014
Align Financial
Minnesota
$147K – – –
CA
2015
CoreCap Advisors
Michigan
$145K -$5.3M -52,957 -97%
GWS
2016
Glassman Wealth Services
Virginia
$142K – – –
TCM
2017
TD Capital Management
Tennessee
$141K – – –
SWP
2018
SIMA Wealth Partners
Virginia
$140K – – –
HI
2019
Horizon Investments
North Carolina
$138K +$116K +1,158 +442%
USB
2020
Union Savings Bank
Connecticut
$137K – – –
IPS
2021
Investors Portfolio Services
Washington
$136K – – –
TWM
2022
Timmons Wealth Management
Massachusetts
$133K – – –
RFP
2023
Root Financial Partners
California
$132K +$6K +60 +5%
CCWM
2024
Cassaday & Co Wealth Management
Virginia
$132K +$136K +1,356 New
BL
2025
BFSG LLC
California
$130K +$59.6K +596 +80%
79 80
81
82 83