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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
301
Dynamic Advisor Solutions
Arizona
$526K +$518K +5,848 New
RCAG
302
Rehmann Capital Advisory Group
Michigan
$525K +$52K +587 +11%
WCF
303
West Coast Financial
California
$520K – – –
MC
304
Middleton & Co
Massachusetts
$518K – – –
CL
305
CPWM LLC
Washington
$516K – – –
BHIA
306
Birch Hill Investment Advisors
Massachusetts
$512K – – –
EWM
307
Empirical Wealth Management
Washington
$486K +$479K +5,409 New
OC
308
Oppenheimer & Co
New York
$480K +$798 +9 +0.2%
GSWM
309
Golden State Wealth Management
California
$480K +$473K +5,336 New
EP
310
Eudaimonia Partners
Tennessee
$478K -$71K -801 -13%
CAL
311
Capital Analysts LLC
Pennsylvania
$477K -$151K -1,706 -24%
CFG
312
Citizens Financial Group
Rhode Island
$458K – – –
ABC
313
Associated Banc-Corp
Wisconsin
$436K +$5.05K +57 +1%
APC
314
Aspire Private Capital
North Carolina
$435K +$19.2K +217 +5%
TAM
315
Tocqueville Asset Management
New York
$429K -$55.4K -625 -12%
IWM
316
IHT Wealth Management
Illinois
$425K +$68.1K +768 +19%
BWP
317
BSW Wealth Partners
Colorado
$422K -$4.17K -47 -1%
WIA
318
World Investment Advisors
California
$419K +$13.4K +151 +3%
BMCM
319
Bryn Mawr Capital Management
Pennsylvania
$417K -$347K -3,913 -46%
MOS
320
MGO One Seven
Ohio
$414K -$32.5K -367 -7%
SDWMA
321
Schneider Downs Wealth Management Advisors
Pennsylvania
$413K -$396K -4,468 -49%
HCMT
322
Highland Capital Management (Tennessee)
Tennessee
$410K -$76.8K -867 -16%
MIC
323
Means Investment Company
Maine
$409K +$387K +4,372 New
FHC
324
First Heartland Consultants
Missouri
$406K – – –
ANTB
325
AMG National Trust Bank
Colorado
$406K +$93.2K +1,052 +30%
11 12
13
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