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iShares MSCI EAFE Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
426
Institute for Wealth Management
Colorado
$853K +$88.2K +957 +11%
APP
427
Avantax Planning Partners
Iowa
$852K – – –
CCG
428
Cypress Capital Group
Florida
$846K – – –
PTC
429
Private Trust Company
Ohio
$846K -$63.6K -690 -7%
SCM
430
SCS Capital Management
Massachusetts
$846K +$111K +1,203 +14%
CPA
431
Cardiff Park Advisors
California
$831K +$80.6K +874 +10%
TF
432
Theory Financial
Colorado
$830K +$887K +9,621 New
CWA
433
Clearview Wealth Advisors
Oregon
$827K -$181K -1,968 -17%
FFA
434
First Foundation Advisors
California
$819K +$61K +662 +7%
CPG
435
Cornerstone Planning Group
New Jersey
$810K -$172K -1,867 -17%
BFA
436
Beacon Financial Advisory
Ohio
$808K +$76.1K +826 +10%
OLVIG
437
Oliver Lagore Vanvalin Investment Group
Michigan
$808K -$844K -9,157 -49%
APC
438
Aspire Private Capital
North Carolina
$806K -$213K -2,307 -20%
HKIMG
439
Hutchens & Kramer Investment Management Group
Indiana
$806K -$13.2K -143 -1%
T
440
TRUADVICE
Florida
$800K -$1.34M -14,486 -61%
KWM
441
Kingsview Wealth Management
Oregon
$787K +$47.8K +518 +6%
AFM
442
Armstrong Fleming & Moore
District of Columbia
$776K – – –
Citadel Advisors
443
Citadel Advisors
Florida
$772K +$548K +5,949 +199%
ACM
444
Absolute Capital Management
Pennsylvania
$770K -$219K -2,371 -21%
CIA
445
Choate Investment Advisors
Massachusetts
$769K – – –
SDWMA
446
Schneider Downs Wealth Management Advisors
Pennsylvania
$768K -$72K -781 -8%
PFGIA
447
Patriot Financial Group Insurance Agency
Massachusetts
$763K -$487K -5,288 -37%
MWM
448
Mission Wealth Management
California
$763K -$1.94K -21 -0.2%
HL
449
Harding Loevner
New Jersey
$762K +$813K +8,824 New
ASBI
450
American State Bank (Iowa)
Iowa
$759K – – –