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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2001
MTM Investment Management
South Carolina
$56.8K – – –
AP
2002
Atwood & Palmer
Missouri
$55.3K – – –
AWM
2003
Atticus Wealth Management
Florida
$55.1K +$41.7K +526 +393%
SN
2004
Sittner & Nelson
Oregon
$54.9K – – –
TC
2005
Tacita Capital
Ontario, Canada
$54.2K -$31.7K -400 -38%
FCT
2006
First Community Trust
Iowa
$53.9K +$16.1K +203 +46%
UCB
2007
United Community Bank
South Carolina
$52.7K – – –
IHWM
2008
Iron Horse Wealth Management
Iowa
$48.9K +$23.3K +294 +101%
CIA
2009
Cape Investment Advisory
Georgia
$46.2K – – –
T
2010
Transce3nd
Texas
$46.2K -$952 -12 -2%
POIA
2011
Pin Oak Investment Advisors
Texas
$46K – – –
KB
2012
Kimelman & Baird
New York
$45.2K – – –
CFG
2013
Chapman Financial Group
Hawaii
$45.1K +$42.9K +540 New
AWM
2014
AllSquare Wealth Management
New York
$44.3K – – –
HI
2015
Hoey Investments
Pennsylvania
$44.1K -$6.43K -81 -13%
BIM
2016
Breakwater Investment Management
Washington
$43.3K – – –
HDIM
2017
Hanson & Doremus Investment Management
Vermont
$43K – – –
TSMHT
2018
Thurston Springer Miller Herd & Titak
Indiana
$42.7K +$5.63K +71 +16%
CFP
2019
Comprehensive Financial Planning
Pennsylvania
$42.5K – – –
MWA
2020
Medallion Wealth Advisors
Connecticut
$39K -$3.17K -40 -8%
RCM
2021
Raleigh Capital Management
North Carolina
$37.6K +$29.1K +367 +442%
FLFS
2022
Family Legacy Financial Solutions
North Carolina
$35.3K +$33.5K +422 New
FMTCOCP
2023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K – – –
NEWAS
2024
N.E.W. Advisory Services
Wisconsin
$33.1K -$30.2K -381 -49%
IF
2025
Integrity Financial
Wyoming
$33.1K – – –
79 80
81
82 83