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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
2001
Holos Integrated Wealth
Pennsylvania
$93.1K – – –
LWMI
2002
Legacy Wealth Management (Idaho)
Idaho
$92.3K – – –
WPA
2003
Wealth Preservation Advisors
Tennessee
$90.7K – – –
C
2004
Cliffwater
California
$90.5K – – –
CSC
2005
Caldwell Sutter Capital
California
$90.3K -$1.7K -20 -2%
SA
2006
SRH Advisors
Kansas
$89.6K – – –
AT
2007
Arlington Trust
Alabama
$86.4K – – –
DFA
2008
DHJJ Financial Advisors
Illinois
$86.1K -$2.63K -31 -3%
NWM
2009
Nova Wealth Management
Florida
$85.6K – – –
BCMIO
2010
Beacon Capital Management Inc (Ohio)
Ohio
$84.5K -$35.5K -418 -30%
TAM
2011
Tucker Asset Management
Colorado
$82.3K – – –
DAM
2012
Delta Asset Management
Tennessee
$78.6K -$19.5K -230 -20%
RP
2013
Rice Partnership
Hawaii
$78.6K +$3.65K +43 +5%
RF
2014
Roxbury Financial
New Jersey
$76.6K – – –
HWA
2015
HHM Wealth Advisors
Tennessee
$75.8K – – –
FPB
2016
First PREMIER Bank
South Dakota
$75K +$15K +176 +26%
EP
2017
Essential Partners
California
$74.5K – – –
PP
2018
PFS Partners
New Jersey
$73.3K – – –
AWA
2019
American Wealth Advisors
Georgia
$72.7K +$70.8K +833 New
EPAM
2020
Evelyn Partners Asset Management
$69.9K – – –
PP
2021
Pacifica Partners
Canada
$69.6K -$56.1K -660 -45%
AF
2022
Alerus Financial
North Dakota
$69.5K +$57.1K +672 +542%
PC
2023
Promus Capital
Illinois
$67.8K – – –
FRA
2024
Front Row Advisors
California
$67.7K -$1.7K -20 -3%
MCI
2025
MRP Capital Investments
Georgia
$66K – – –
79 80
81
82 83