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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
2001
National Wealth Management Group
Ohio
$317K -$1.54K -16 -0.5%
QFA
2002
Quantum Financial Advisors
California
$317K – – –
EA
2003
Eclectic Associates
California
$317K +$10.4K +108 +3%
EPW
2004
Evolve Private Wealth
California
$317K -$2.19M -22,755 -87%
BC
2005
Bulwark Capital
Florida
$316K -$823K -8,565 -72%
IPW
2006
Intergy Private Wealth
Colorado
$316K +$314K +3,272 New
PIWA
2007
Prevail Innovative Wealth Advisors
Kansas
$316K -$84.8K -883 -21%
TNA
2008
True North Advisors
Texas
$315K +$3.84K +40 +1%
BFA
2009
Bragg Financial Advisors
North Carolina
$315K +$32.9K +343 +12%
RFWA
2010
RPg Family Wealth Advisory
Massachusetts
$313K -$20.3K -211 -6%
FA
2011
Faithward Advisors
Pennsylvania
$313K – – –
MCM
2012
Maple Capital Management
Vermont
$313K +$15.7K +163 +5%
GA
2013
GFS Advisors
Texas
$313K +$110K +1,150 New
HWA
2014
Heartwood Wealth Advisors
Virginia
$312K – – –
BFG
2015
Baron Financial Group
New Jersey
$312K -$1.44K -15 -0.5%
LW
2016
Livet Wealth
Utah
$311K +$13.3K +138 +4%
GWM
2017
GSB Wealth Management
Connecticut
$310K +$2.88K +30 +0.9%
AT
2018
Avalon Trust
New Mexico
$310K – – –
HCP
2019
Hardin Capital Partners
South Carolina
$310K – – –
AWP
2020
Accretive Wealth Partners
New Jersey
$309K – – –
MPPHD
2021
Maloon Powers Pitre Higgins & Dennehy
California
$309K +$307K +3,200 New
SIP
2022
Snowwater Investment Partners
Connecticut
$309K -$567K -5,905 -65%
VR
2023
Vision Retirement
New Jersey
$308K +$9.99K +104 +3%
PPW
2024
Pasadena Private Wealth
California
$308K +$1.82K +19 +0.6%
CCWM
2025
Correct Capital Wealth Management
Missouri
$307K – – –
79 80
81
82 83