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iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Activest Wealth Management
Florida
$129K +$133K +1,333 New
UFF
2027
USA Financial Formulas
Michigan
$129K -$66.9M -669,116 -100%
GWANC
2028
Guardian Wealth Advisors (North Carolina)
North Carolina
$126K +$130K +1,300 New
MM
2029
Main Management
California
$126K – – –
GFA
2030
Godfrey Financial Associates
New York
$126K +$1.5K +15 +1%
DCM
2031
Davis Capital Management
Florida
$126K – – –
CH
2032
CDKV Holdings
Colorado
$123K – – –
LFA
2033
Longview Financial Advisors
Alabama
$121K +$125K +1,249 New
RF
2034
RetireMitten Financial
Michigan
$119K +$122K +1,221 New
MA
2035
Marquette Associates
Illinois
$117K +$43.2K +432 +56%
CNBT
2036
Cornerstone National Bank & Trust
Illinois
$117K – – –
HR
2037
Howe & Rusling
New York
$116K +$44.7K +447 +60%
MWPCG
2038
Measured Wealth Private Client Group
New Hampshire
$116K – – –
KPP
2039
Kings Path Partners
Texas
$114K – – –
AFG
2040
Albion Financial Group
Utah
$114K – – –
TCM
2041
Triumph Capital Management
Colorado
$113K – – –
NEWAS
2042
N.E.W. Advisory Services
Wisconsin
$112K -$10K -100 -8%
T
2043
Tidemark
California
$112K – – –
MHR
2044
Matthew Hamilton Rosenberg
$110K – – –
IWP
2045
IAG Wealth Partners
Wisconsin
$110K +$3.7K +37 +3%
CMP
2046
Coston McIsaac & Partners
Maine
$107K – – –
SA
2047
Seneschal Advisors
Washington
$106K -$20K -200 -16%
BC
2048
Barrett & Company
Rhode Island
$105K -$21.4K -214 -16%
HPIA
2049
Hamilton Point Investment Advisors
North Carolina
$104K – – –
BIM
2050
Breakwater Investment Management
Washington
$103K – – –
80 81
82
83 84