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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
376
Quadrant Private Wealth Management
Pennsylvania
$1.38M -$162K -1,414 -10%
FWI
377
Facet Wealth Inc
Maryland
$1.38M -$165K -1,441 -11%
SWA
378
Sax Wealth Advisors
New Jersey
$1.34M -$24.9K -217 -2%
BCM
379
Brookstone Capital Management
Illinois
$1.33M -$899K -7,839 -40%
KA
380
Kovack Advisors
Florida
$1.31M +$995K +8,675 +308%
KWM
381
Kingsview Wealth Management
Oregon
$1.31M +$32.9K +287 +3%
WWA
382
Wingate Wealth Advisors
Massachusetts
$1.29M +$84K +733 +7%
ASN
383
Advisory Services Network
Georgia
$1.28M -$1.05M -9,129 -45%
CPA
384
Cardiff Park Advisors
California
$1.28M +$7.11K +62 +0.6%
PGFC
385
Peapack-Gladstone Financial Corp
New Jersey
$1.28M -$2.98K -26 -0.2%
SIA
386
SGL Investment Advisors
Montana
$1.27M +$181K +1,578 +17%
WG
387
Watchman Group
Texas
$1.27M -$76.2K -665 -6%
CIA
388
Concurrent Investment Advisors
Florida
$1.26M +$140K +1,222 +12%
AA
389
Armis Advisers
Georgia
$1.26M -$1.33M -11,561 -50%
AWMNH
390
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.26M -$4.7K -41 -0.4%
WS
391
Wedbush Securities
California
$1.26M +$134K +1,173 +12%
EWM
392
Evolution Wealth Management
Florida
$1.26M +$524K +4,572 +71%
PA
393
Pinnacle Associates
New York
$1.26M – – –
BCM
394
BTC Capital Management
Iowa
$1.26M – – –
RDFA
395
Ritter Daniher Financial Advisory
Ohio
$1.25M +$58.5K +510 +5%
LLWM
396
Life Line Wealth Management
California
$1.25M +$97.6K +851 +8%
OCA
397
Odyssey Capital Advisors
Pennsylvania
$1.24M +$1.25M +10,917 New
EWA
398
Emergent Wealth Advisors
New York
$1.24M -$380K -3,317 -23%
KAS
399
KPP Advisory Services
Kentucky
$1.23M -$78.9K -688 -6%
CWMK
400
Caliber Wealth Management (Kansas)
Kansas
$1.22M -$8.37K -73 -0.7%
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16
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