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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
351
Private Capital Group
Connecticut
$718K -$1.03M -10,080 -59%
SCM
352
SOL Capital Management
Maryland
$709K -$20.3K -200 -3%
AF
353
Alerus Financial
North Dakota
$709K – – –
SBH
354
Segall Bryant & Hamill
Illinois
$695K +$40.5K +398 +6%
CFA
355
Cahill Financial Advisors
Minnesota
$690K +$698K +6,865 New
KA
356
Kovack Advisors
Florida
$673K -$68.4K -673 -9%
LWP
357
Lumature Wealth Partners
Georgia
$658K -$363K -3,572 -35%
GPA
358
Guidance Point Advisors
Massachusetts
$655K – – –
FAT
359
First American Trust
California
$631K +$639K +6,283 New
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$626K -$321K -3,153 -34%
LA
361
LexAurum Advisors
Kansas
$618K -$69.9K -687 -10%
PAMG
362
Patton Albertson Miller Group
Tennessee
$607K +$31.4K +309 +5%
QPWM
363
Quadrant Private Wealth Management
Pennsylvania
$603K +$95.5K +939 +19%
GCM
364
Gables Capital Management
Florida
$600K – – –
CP
365
Capital Planning
Washington
$595K +$79.1K +778 +15%
RCAG
366
Rehmann Capital Advisory Group
Michigan
$592K +$28.4K +279 +5%
VWM
367
Vigilare Wealth Management
Arizona
$588K -$649K -6,379 -52%
SW
368
SVB Wealth
Massachusetts
$586K +$138K +1,355 +30%
NWA
369
Navis Wealth Advisors
New York
$583K – – –
WCF
370
West Coast Financial
California
$581K – – –
CL
371
CPWM LLC
Washington
$578K +$407 +4 +0.1%
OFG
372
OmniStar Financial Group
North Carolina
$571K -$827K -8,136 -59%
BHIA
373
Birch Hill Investment Advisors
Massachusetts
$570K – – –
CPC
374
Cookson Peirce & Co
Pennsylvania
$562K +$5.19K +51 +0.9%
MSFS
375
Main Street Financial Solutions
Pennsylvania
$560K -$1.02K -10 -0.2%
13 14
15
16 17