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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2001
Capital Square
Tennessee
$270K +$51.7K +585 +24%
VCM
2002
Vision Capital Management
Oregon
$270K +$10.1K +114 +4%
IWS
2003
Insight Wealth Strategies
California
$269K +$707 +8 +0.3%
ODIJL
2004
One Day In July LLC
Vermont
$268K +$265K +2,997 New
MFF
2005
Michels Family Financial
Texas
$267K +$265 +3 +0.1%
LIA
2006
Luken Investment Analytics
Tennessee
$267K – – –
BHWM
2007
Beaird Harris Wealth Management
Texas
$267K – – –
LSWP
2008
Liberty Square Wealth Partners
Pennsylvania
$265K – – –
OP
2009
ORG Partners
Indiana
$264K +$20.2K +228 +8%
BPFA
2010
Barnes Pettey Financial Advisors
Mississippi
$263K -$8.05K -91 -3%
ACM
2011
Argent Capital Management
Missouri
$262K – – –
CKAIS
2012
Christensen King & Associates Investment Services
Washington
$261K -$1.42K -16 -0.5%
LDB
2013
Lee, Danner & Bass
Tennessee
$260K – – –
SRL
2014
Scientech Research LLC
New Jersey
$260K +$257K +2,902 New
ANBT
2015
American National Bank & Trust
Texas
$259K -$5.75K -65 -2%
FFP
2016
FourThought Financial Partners
Florida
$257K +$254K +2,877 New
C
2017
Covestor
United Kingdom
$257K -$24.6K -278 -9%
AF
2018
Align Financial
Minnesota
$256K +$253K +2,866 New
BF
2019
Baring Financial
Washington
$256K +$29.8K +337 +13%
CF
2020
Collier Financial
Colorado
$256K +$6.1K +69 +2%
SGI
2021
Swan Global Investments
Colorado
$256K – – –
BI
2022
Breachway Investments
Rhode Island
$256K +$253K +2,858 New
IWM
2023
Integris Wealth Management
California
$256K – – –
PAA
2024
Peregrine Asset Advisers
Oregon
$255K – – –
BO
2025
Bank OZK
Arkansas
$254K – – –
79 80
81
82 83