We are live on ! Find out more
EFG icon

iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
401
Alera Investment Advisors
Illinois
$854K -$522K -6,461 -39%
MWM
402
Meridian Wealth Management
Kentucky
$852K -$24.5K -303 -3%
IFWM
403
Institute for Wealth Management
Colorado
$832K -$76.7K -949 -9%
CCG
404
Cypress Capital Group
Florida
$831K +$253K +3,127 +46%
WANY
405
Wealthspire Advisors (New York)
New York
$823K -$452K -5,587 -36%
SFO
406
Stokes Family Office
Louisiana
$820K +$101K +1,247 +15%
APP
407
Avantax Planning Partners
Iowa
$818K -$60.6K -750 -7%
PFA
408
Professional Financial Advisors
Nebraska
$816K -$518K -6,410 -40%
SDWMA
409
Schneider Downs Wealth Management Advisors
Pennsylvania
$811K +$63.1K +781 +9%
OWM
410
Orgel Wealth Management
Wisconsin
$795K +$767K +9,489 New
KWM
411
Kingsview Wealth Management
Oregon
$785K +$33.6K +416 +5%
EP
412
Eudaimonia Partners
Tennessee
$784K +$5.09K +63 +0.7%
AWM
413
Aspire Wealth Management
Massachusetts
$781K -$26.9K -333 -3%
PTC
414
Private Trust Company
Ohio
$779K -$100K -1,241 -12%
FNBT
415
FineMark National Bank & Trust
Florida
$771K +$744K +9,199 New
SP
416
Successful Portfolios
Florida
$760K +$17.4K +215 +2%
HIM
417
Hanlon Investment Management
New Jersey
$756K -$94.7K -1,171 -11%
APC
418
Aspire Private Capital
North Carolina
$748K -$187K -2,310 -21%
CIA
419
Choate Investment Advisors
Massachusetts
$747K – – –
AA
420
Ancora Advisors
Ohio
$744K +$18.3K +226 +3%
ASBI
421
American State Bank (Iowa)
Iowa
$737K – – –
PFG
422
Peterson Financial Group
Iowa
$735K +$34.6K +428 +5%
GFS
423
GYL Financial Synergies
Connecticut
$733K +$48.3K +598 +7%
CPA
424
Cardiff Park Advisors
California
$731K +$566 +7 +0.1%
WMS
425
Wealth Management Solutions
Pennsylvania
$722K +$271K +3,349 +64%
15 16
17
18 19