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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
351
SVA Wealth Management
Wisconsin
$607K -$10.2K -108 -2%
PAMG
352
Patton Albertson Miller Group
Tennessee
$604K +$166K +1,751 +44%
GCM
353
Gables Capital Management
Florida
$603K – – –
NWA
354
Navis Wealth Advisors
New York
$586K +$549K +5,808 New
WCF
355
West Coast Financial
California
$584K – – –
AIA
356
Arcadia Investment Advisors
Idaho
$582K -$23.7K -251 -4%
MC
357
Middleton & Co
Massachusetts
$581K – – –
CL
358
CPWM LLC
Washington
$580K – – –
BHIA
359
Birch Hill Investment Advisors
Massachusetts
$572K -$1.7K -18 -0.3%
RCAG
360
Rehmann Capital Advisory Group
Michigan
$567K -$21.6K -228 -4%
APC
361
Aspire Private Capital
North Carolina
$563K +$70K +740 +15%
MSFS
362
Main Street Financial Solutions
Pennsylvania
$563K +$528K +5,580 New
CPC
363
Cookson Peirce & Co
Pennsylvania
$560K +$184K +1,944 +54%
GFPC
364
Global Financial Private Client
Florida
$559K +$131K +1,382 +33%
VAG
365
VisionPoint Advisory Group
Texas
$556K -$96K -1,015 -16%
DAS
366
Dynamic Advisor Solutions
Arizona
$555K -$33K -349 -6%
ANTB
367
AMG National Trust Bank
Colorado
$555K +$93.2K +985 +22%
OC
368
Oppenheimer & Co
New York
$543K +$3.31K +35 +0.7%
CAL
369
Capital Analysts LLC
Pennsylvania
$533K -$1.7K -18 -0.3%
RRC
370
Relaxing Retirement Coach
Massachusetts
$527K -$494K -5,222 -50%
SCM
371
SCS Capital Management
Massachusetts
$524K +$255K +2,700 +109%
CP
372
Capital Planning
Washington
$519K +$487K +5,147 New
FPGK
373
Financial Partners Group (Kansas)
Kansas
$512K +$114K +1,205 +32%
QPWM
374
Quadrant Private Wealth Management
Pennsylvania
$511K +$128K +1,353 +36%
MBT
375
Montecito Bank & Trust
California
$503K -$289K -3,050 -38%
13 14
15
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