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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
401
TRUE Private Wealth Advisors
Oregon
$855K -$72.7K -899 -8%
AIA
402
Alera Investment Advisors
Illinois
$854K -$522K -6,461 -39%
MWM
403
Meridian Wealth Management
Kentucky
$852K -$24.5K -303 -3%
IFWM
404
Institute for Wealth Management
Colorado
$832K -$76.7K -949 -9%
CCG
405
Cypress Capital Group
Florida
$831K +$253K +3,127 +46%
WANY
406
Wealthspire Advisors (New York)
New York
$823K -$452K -5,587 -36%
SFO
407
Stokes Family Office
Louisiana
$820K +$101K +1,247 +15%
APP
408
Avantax Planning Partners
Iowa
$818K -$60.6K -750 -7%
PFA
409
Professional Financial Advisors
Nebraska
$816K -$518K -6,410 -40%
SDWMA
410
Schneider Downs Wealth Management Advisors
Pennsylvania
$811K +$63.1K +781 +9%
OWM
411
Orgel Wealth Management
Wisconsin
$795K +$767K +9,489 New
KWM
412
Kingsview Wealth Management
Oregon
$785K +$33.6K +416 +5%
EP
413
Eudaimonia Partners
Tennessee
$784K +$5.09K +63 +0.7%
AWM
414
Aspire Wealth Management
Massachusetts
$781K -$26.9K -333 -3%
PTC
415
Private Trust Company
Ohio
$779K -$100K -1,241 -12%
FNBT
416
FineMark National Bank & Trust
Florida
$771K +$744K +9,199 New
SP
417
Successful Portfolios
Florida
$760K +$17.4K +215 +2%
HIM
418
Hanlon Investment Management
New Jersey
$756K -$94.7K -1,171 -11%
APC
419
Aspire Private Capital
North Carolina
$748K -$187K -2,310 -21%
CIA
420
Choate Investment Advisors
Massachusetts
$747K – – –
AA
421
Ancora Advisors
Ohio
$744K +$18.3K +226 +3%
ASBI
422
American State Bank (Iowa)
Iowa
$737K – – –
PFG
423
Peterson Financial Group
Iowa
$735K +$34.6K +428 +5%
GFS
424
GYL Financial Synergies
Connecticut
$733K +$48.3K +598 +7%
CPA
425
Cardiff Park Advisors
California
$731K +$566 +7 +0.1%
15 16
17
18 19