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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2026
Iams Wealth Management
Nebraska
$210K +$208K +2,018 New
CAS
2027
Coppell Advisory Solutions
Texas
$209K +$110K +1,074 New
SHFA
2028
SS&H Financial Advisors
Michigan
$208K +$206K +2,000 New
SCM
2029
Saxony Capital Management
Missouri
$208K +$206K +1,998 New
NG
2030
Northstar Group
New York
$207K +$205K +1,997 New
PFG
2031
Pinnacle Financial Group
Illinois
$207K +$205K +1,992 New
EF
2032
Exeter Financial
Arizona
$207K +$205K +1,989 New
AWM
2033
Austin Wealth Management
Texas
$206K +$206K +1,998 New
PFA
2034
Petra Financial Advisors
Colorado
$205K +$203K +1,975 New
BPC
2035
Bearing Point Capital
Minnesota
$205K +$203K +1,974 New
IWP
2036
Invenio Wealth Partners
Florida
$205K +$203K +1,972 New
GP
2037
GLR Partners
Maryland
$203K +$201K +1,954 New
HIG
2038
Heritage Investment Group
Florida
$203K +$201K +1,952 New
HA
2039
Hanover Advisors
South Carolina
$203K +$201K +1,951 New
WFA
2040
WJ Financial Advisors
Connecticut
$202K +$200K +1,946 New
MSWM
2041
Mowery & Schoenfeld Wealth Management
Illinois
$202K – – –
MCM
2042
Monarch Capital Management
Indiana
$201K +$199K +1,938 New
RWIA
2043
Roger Wittlin Investment Advisory
California
$200K -$36.2K -352 -15%
SPG
2044
Strategic Planning Group
Utah
$200K +$198K +1,925 New
RL
2045
Rogco LP
Oklahoma
$200K +$27.3K +265 +16%
WT
2046
WHI Trust
Illinois
$199K -$360K -3,500 -65%
BCM
2047
Boreal Capital Management
Florida
$197K -$15.1K -147 -7%
CFO
2048
CVA Family Office
Colorado
$197K -$6.48K -63 -3%
DWA
2049
Dougherty Wealth Advisers
Minnesota
$191K – – –
KFP
2050
Kroeger Financial Partners
California
$191K +$189K +1,835 New
80 81
82
83 84