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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
2001
Joseph Group Capital Management
Ohio
$171K -$8.3K -83 -5%
W
2002
WealthCollab
Washington
$169K – – –
HWM
2003
HighMark Wealth Management
Minnesota
$169K -$19.6K -196 -10%
AIA
2004
Armor Investment Advisors
North Carolina
$167K – – –
AF
2005
Alerus Financial
North Dakota
$162K -$8.8K -88 -5%
RL
2006
Rogco LP
Oklahoma
$161K -$95.2K -951 -36%
FLP
2007
Financial Life Planners
Arizona
$160K +$165K +1,651 New
CTWM
2008
Cherry Tree Wealth Management
Minnesota
$160K -$13.1K -131 -7%
CTA
2009
Colonial Trust Advisors
South Carolina
$158K – – –
CSB
2010
City State Bank
Iowa
$156K -$6K -60 -4%
AIC
2011
Archer Investment Corporation
Indiana
$148K – – –
FRA
2012
Front Row Advisors
California
$148K – – –
AF
2013
Align Financial
Minnesota
$147K -$14.4M -143,930 -99%
CA
2014
CoreCap Advisors
Michigan
$145K -$5.3M -52,957 -97%
GWS
2015
Glassman Wealth Services
Virginia
$142K – – –
TCM
2016
TD Capital Management
Tennessee
$141K – – –
SWP
2017
SIMA Wealth Partners
Virginia
$140K – – –
HI
2018
Horizon Investments
North Carolina
$138K +$116K +1,158 +442%
USB
2019
Union Savings Bank
Connecticut
$137K – – –
IPS
2020
Investors Portfolio Services
Washington
$136K – – –
TWM
2021
Timmons Wealth Management
Massachusetts
$133K – – –
RFP
2022
Root Financial Partners
California
$132K +$6K +60 +5%
CCWM
2023
Cassaday & Co Wealth Management
Virginia
$132K +$136K +1,356 New
BL
2024
BFSG LLC
California
$130K +$59.6K +596 +80%
AWM
2025
Activest Wealth Management
Florida
$129K +$133K +1,333 New
79 80
81
82 83