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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
426
Kovack Advisors
Florida
$712K -$98.1K -896 -12%
ELI
427
Empire Life Investments
Ontario, Canada
$706K +$296K +2,700 +73%
LA
428
LexAurum Advisors
Kansas
$703K -$327K -2,990 -32%
MFG
429
Merit Financial Group
Georgia
$697K -$7.45K -68 -1%
LWP
430
Laurel Wealth Planning
Minnesota
$688K +$60.3K +551 +10%
CP
431
Capital Planning
Washington
$684K -$5.48K -50 -0.8%
IAN
432
Integrated Advisors Network
Texas
$682K -$291K -2,654 -30%
ABC
433
Associated Banc-Corp
Wisconsin
$680K +$172K +1,568 +34%
AA
434
Ancora Advisors
Ohio
$672K +$162K +1,481 +32%
AG
435
Ascent Group
Virginia
$672K +$727K +6,636 New
CWG
436
Crown Wealth Group
North Carolina
$669K +$664K +6,062 New
GCM
437
Gables Capital Management
Florida
$659K – – –
AW
438
ACG Wealth
Georgia
$657K +$17.7K +162 +3%
NWA
439
Navis Wealth Advisors
New York
$650K +$4.05K +37 +0.6%
TA
440
TrueWealth Advisors
Alabama
$647K +$54K +493 +9%
AWM
441
Alterna Wealth Management
Texas
$646K +$641K +5,853 New
CPFP
442
Clear Perspectives Financial Planning
Ohio
$640K -$62.8K -573 -9%
WCF
443
West Coast Financial
California
$638K – – –
CFA
444
Carroll Financial Associates
North Carolina
$637K +$630K +5,755 New
SW
445
SVB Wealth
Massachusetts
$625K -$24.6K -225 -4%
PWM
446
PRW Wealth Management
Massachusetts
$617K +$70.1K +640 +13%
CL
447
CPWM LLC
Washington
$612K – – –
BHIA
448
Birch Hill Investment Advisors
Massachusetts
$604K – – –
CFO
449
CVA Family Office
Colorado
$601K +$211K +1,927 +55%
MC
450
Middleton & Co
Massachusetts
$596K – – –
16 17
18
19 20