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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
MFF
2001
Michels Family Financial
Texas
$267K +$265 +3 +0.1%
LIA
2002
Luken Investment Analytics
Tennessee
$267K – – –
BHWM
2003
Beaird Harris Wealth Management
Texas
$267K – – –
LSWP
2004
Liberty Square Wealth Partners
Pennsylvania
$265K – – –
OP
2005
ORG Partners
Indiana
$264K +$20.2K +228 +8%
BPFA
2006
Barnes Pettey Financial Advisors
Mississippi
$263K -$8.05K -91 -3%
ACM
2007
Argent Capital Management
Missouri
$262K – – –
CKAIS
2008
Christensen King & Associates Investment Services
Washington
$261K -$1.42K -16 -0.5%
LDB
2009
Lee, Danner & Bass
Tennessee
$260K – – –
SRL
2010
Scientech Research LLC
New Jersey
$260K +$257K +2,902 New
ANBT
2011
American National Bank & Trust
Texas
$259K -$5.75K -65 -2%
FFP
2012
FourThought Financial Partners
Florida
$257K +$254K +2,877 New
C
2013
Covestor
United Kingdom
$257K -$24.6K -278 -9%
AF
2014
Align Financial
Minnesota
$256K +$22.7M +256,392 New
BF
2015
Baring Financial
Washington
$256K +$29.8K +337 +13%
CF
2016
Collier Financial
Colorado
$256K +$6.1K +69 +2%
SGI
2017
Swan Global Investments
Colorado
$256K – – –
BI
2018
Breachway Investments
Rhode Island
$256K +$253K +2,858 New
IWM
2019
Integris Wealth Management
California
$256K – – –
PAA
2020
Peregrine Asset Advisers
Oregon
$255K – – –
BO
2021
Bank OZK
Arkansas
$254K – – –
VIA
2022
Vickerman Investment Advisors
Washington
$254K – – –
WFL
2023
Wealth Forward LLC
North Dakota
$253K – – –
WCM
2024
WealthBridge Capital Management
Ohio
$252K +$3.98K +45 +2%
CWRP
2025
Cassady Wealth & Retirement Planning
Nevada
$252K +$249K +2,813 New
79 80
81
82 83