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iShares Core MSCI EAFE ETF
IEFA

Name Holding Trade Value Shares
Change 		Change in
Stake
FPI
2001
Financial Plan Inc
Washington
$290K +$299K +3,200 New
PWW
2002
Pettyjohn Wood & White
Virginia
$289K – – –
AP
2003
Advisortrust Partners
North Carolina
$289K +$298K +3,188 New
BOSSRA
2004
B.O.S.S. Retirement Advisors
Utah
$289K -$23K -246 -7%
GWM
2005
GSB Wealth Management
Connecticut
$288K +$14.4K +154 +5%
CCWM
2006
Correct Capital Wealth Management
Missouri
$288K -$16.1K -173 -5%
FVWA
2007
Foster Victor Wealth Advisors
South Carolina
$287K +$840 +9 +0.3%
EA
2008
Eclectic Associates
California
$287K +$296K +3,175 New
PPW
2009
Pasadena Private Wealth
California
$287K +$296K +3,171 New
FWM
2010
Foguth Wealth Management
Michigan
$286K +$54.9K +588 +25%
SRCM
2011
Signature Resources Capital Management
California
$286K +$62.5K +670 +27%
HWM
2012
HighMark Wealth Management
Minnesota
$286K +$840 +9 +0.3%
IA
2013
Insight Advisors
Pennsylvania
$285K – – –
AIM
2014
Anchor Investment Management
South Carolina
$285K -$32.9K -352 -10%
EIA
2015
Edgemoor Investment Advisors
Maryland
$285K – – –
SPW
2016
Stillwater Private Wealth
Pennsylvania
$285K +$294K +3,153 New
LA
2017
LexAurum Advisors
Kansas
$285K +$294K +3,146 New
CF
2018
Collier Financial
Colorado
$284K +$25.7K +275 +10%
AFA
2019
Avant Financial Advisors
Texas
$284K – – –
ANBOT
2020
American National Bank of Texas
Texas
$284K +$293K +3,137 New
DA
2021
Drake & Associates
Wisconsin
$284K +$292K +3,133 New
ST
2022
Somerset Trust
Pennsylvania
$283K +$34.6K +371 +13%
VH
2023
Visionary Horizons
Tennessee
$283K -$19.6K -210 -6%
CNB
2024
Camden National Bank
Maine
$283K -$20.3K -218 -7%
VWWMG
2025
Vermillion & White Wealth Management Group
Pennsylvania
$282K – – –
79 80
81
82 83