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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2001
Tucker Asset Management
Colorado
$12K -$16.8K -224 -58%
EWA
2002
EQ Wealth Advisors
Texas
$11.9K +$11.7K +157 New
GK
2003
Graney & King
New York
$11.2K +$11.1K +148 New
CW
2004
Curio Wealth
Maryland
$11K -$11.6K -155 -99%
PSFG
2005
Park Square Financial Group
Georgia
$10.3K – – –
AWM
2006
Atticus Wealth Management
Florida
$10.1K -$3.29K -44 -25%
OCM
2007
Orion Capital Management
California
$9.91K – – –
SIP
2008
Sellwood Investment Partners
Oregon
$9.76K – – –
DF
2009
DecisionPoint Financial
Arizona
$9.68K – – –
CWM
2010
Crowley Wealth Management
Delaware
$9.23K – – –
ACM
2011
Anfield Capital Management
California
$8.78K +$8.67K +116 New
FWA
2012
Flagship Wealth Advisors
Massachusetts
$8.17K -$42.3K -566 -84%
FRA
2013
Front Row Advisors
California
$7.57K – – –
MMCM
2014
Murphy & Mullick Capital Management
New York
$7.57K – – –
PMIM
2015
Prudent Man Investment Management
Colorado
$6.96K – – –
MAFA
2016
MJT & Associates Financial Advisory
Minnesota
$6.66K +$6.58K +88 New
NC
2017
North Capital
Utah
$6.66K +$6.58K +88 New
RCM
2018
Raleigh Capital Management
North Carolina
$6.3K -$14.4K -192 -70%
IAS
2019
IMA Advisory Services
Colorado
$5.37K +$5.31K +71 New
RJA
2020
Ross\Johnson & Associates
Minnesota
$5.32K – – –
CVM
2021
Cheviot Value Management
California
$5.29K +$4.93K +66 New
CPA
2022
Cardiff Park Advisors
California
$5.14K – – –
PAIM
2023
Punch & Associates Investment Management
Minnesota
$5.07K +$748 +10 +18%
CCM
2024
Chilton Capital Management
Texas
$4.69K – – –
SFA
2025
Semmax Financial Advisors
North Carolina
$4.12K +$3.89K +52 New
79 80
81
82 83