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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2001
Wealth Preservation Advisors
Tennessee
$90.7K – – –
C
2002
Cliffwater
California
$90.5K – – –
CSC
2003
Caldwell Sutter Capital
California
$90.3K -$1.7K -20 -2%
SA
2004
SRH Advisors
Kansas
$89.6K – – –
AT
2005
Arlington Trust
Alabama
$86.4K – – –
DFA
2006
DHJJ Financial Advisors
Illinois
$86.1K -$2.63K -31 -3%
NWM
2007
Nova Wealth Management
Florida
$85.6K – – –
BCMIO
2008
Beacon Capital Management Inc (Ohio)
Ohio
$84.5K -$35.5K -418 -30%
TAM
2009
Tucker Asset Management
Colorado
$82.3K – – –
DAM
2010
Delta Asset Management
Tennessee
$78.6K -$19.5K -230 -20%
RP
2011
Rice Partnership
Hawaii
$78.6K +$3.65K +43 +5%
RF
2012
Roxbury Financial
New Jersey
$76.6K – – –
HWA
2013
HHM Wealth Advisors
Tennessee
$75.8K – – –
FPB
2014
First PREMIER Bank
South Dakota
$75K +$15K +176 +26%
EP
2015
Essential Partners
California
$74.5K – – –
PP
2016
PFS Partners
New Jersey
$73.3K – – –
AWA
2017
American Wealth Advisors
Georgia
$72.7K +$70.8K +833 New
EPAM
2018
Evelyn Partners Asset Management
$69.9K – – –
PP
2019
Pacifica Partners
Canada
$69.6K -$56.1K -660 -45%
AF
2020
Alerus Financial
North Dakota
$69.5K +$57.1K +672 +542%
PC
2021
Promus Capital
Illinois
$67.8K – – –
FRA
2022
Front Row Advisors
California
$67.7K -$1.7K -20 -3%
MCI
2023
MRP Capital Investments
Georgia
$66K – – –
FAI
2024
Fiduciary Advisors Inc
Missouri
$65.7K – – –
TLCM
2025
Twin Lakes Capital Management
California
$64.8K – – –
79 80
81
82 83