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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2001
Resurgent Financial Advisors
Georgia
$292K +$301K +3,224 New
TNA
2002
True North Advisors
Texas
$292K -$93.8K -1,005 -24%
HFS
2003
Hoge Financial Services
Pennsylvania
$291K +$300K +3,219 New
AT
2004
Avalon Trust
New Mexico
$291K +$125K +1,338 +71%
DF
2005
Dunhill Financial
United Kingdom
$291K +$66.6K +714 +29%
HCP
2006
Hardin Capital Partners
South Carolina
$290K -$4.67K -50 -2%
SCA
2007
Strathmore Capital Advisors
North Carolina
$290K +$64.2K +688 +29%
AWP
2008
Accretive Wealth Partners
New Jersey
$290K – – –
FPI
2009
Financial Plan Inc
Washington
$290K +$299K +3,200 New
PWW
2010
Pettyjohn Wood & White
Virginia
$289K – – –
AP
2011
Advisortrust Partners
North Carolina
$289K +$298K +3,188 New
BOSSRA
2012
B.O.S.S. Retirement Advisors
Utah
$289K -$23K -246 -7%
GWM
2013
GSB Wealth Management
Connecticut
$288K +$14.4K +154 +5%
CCWM
2014
Correct Capital Wealth Management
Missouri
$288K -$16.1K -173 -5%
FVWA
2015
Foster Victor Wealth Advisors
South Carolina
$287K +$840 +9 +0.3%
EA
2016
Eclectic Associates
California
$287K +$296K +3,175 New
PPW
2017
Pasadena Private Wealth
California
$287K +$296K +3,171 New
FWM
2018
Foguth Wealth Management
Michigan
$286K +$54.9K +588 +25%
SRCM
2019
Signature Resources Capital Management
California
$286K +$62.5K +670 +27%
HWM
2020
HighMark Wealth Management
Minnesota
$286K +$840 +9 +0.3%
IA
2021
Insight Advisors
Pennsylvania
$285K – – –
AIM
2022
Anchor Investment Management
South Carolina
$285K -$32.9K -352 -10%
EIA
2023
Edgemoor Investment Advisors
Maryland
$285K – – –
SPW
2024
Stillwater Private Wealth
Pennsylvania
$285K +$294K +3,153 New
LA
2025
LexAurum Advisors
Kansas
$285K +$294K +3,146 New
79 80
81
82 83