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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
2001
Rothschild Capital Partners
New York
$323K +$4.71K +49 +1%
CSB
2002
City State Bank
Iowa
$322K – – –
MSA
2003
Marino Stram & Associates
Massachusetts
$322K +$72K +750 +29%
DWM
2004
DKM Wealth Management
California
$321K – – –
PAA
2005
Peregrine Asset Advisers
Oregon
$321K -$2.11K -22 -0.7%
UFF
2006
USA Financial Formulas
Michigan
$319K -$198K -2,062 -38%
AWP
2007
Avid Wealth Partners
Texas
$318K -$55.1K -574 -15%
SPW
2008
Stillwater Private Wealth
Pennsylvania
$318K – – –
RPA
2009
Rock Point Advisors
Vermont
$318K +$70.3K +732 +29%
CAP
2010
Cordoba Advisory Partners
New York
$317K -$26.7K -278 -8%
NWMG
2011
National Wealth Management Group
Ohio
$317K -$1.54K -16 -0.5%
QFA
2012
Quantum Financial Advisors
California
$317K – – –
EA
2013
Eclectic Associates
California
$317K +$10.4K +108 +3%
EPW
2014
Evolve Private Wealth
California
$317K -$2.19M -22,755 -87%
BC
2015
Bulwark Capital
Florida
$316K -$823K -8,565 -72%
IPW
2016
Intergy Private Wealth
Colorado
$316K +$314K +3,272 New
PIWA
2017
Prevail Innovative Wealth Advisors
Kansas
$316K -$84.8K -883 -21%
TNA
2018
True North Advisors
Texas
$315K +$3.84K +40 +1%
BFA
2019
Bragg Financial Advisors
North Carolina
$315K +$32.9K +343 +12%
RFWA
2020
RPg Family Wealth Advisory
Massachusetts
$313K -$20.3K -211 -6%
FA
2021
Faithward Advisors
Pennsylvania
$313K – – –
MCM
2022
Maple Capital Management
Vermont
$313K +$15.7K +163 +5%
GA
2023
GFS Advisors
Texas
$313K +$110K +1,150 New
HWA
2024
Heartwood Wealth Advisors
Virginia
$312K – – –
BFG
2025
Baron Financial Group
New Jersey
$312K -$1.44K -15 -0.5%
79 80
81
82 83