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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMNH
451
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.18M -$36.6K -359 -3%
VFA
452
Valeo Financial Advisors
Indiana
$1.18M +$128K +1,251 +12%
WSFS
453
Wilmington Savings Fund Society
Delaware
$1.18M -$1.43K -14 -0.1%
ANTB
454
AMG National Trust Bank
Colorado
$1.17M -$11.3K -111 -0.9%
IFWM
455
Institute for Wealth Management
Colorado
$1.17M +$11.9K +117 +1%
MWM
456
Meridian Wealth Management
Kentucky
$1.16M -$187K -1,833 -14%
KWM
457
Kingsview Wealth Management
Oregon
$1.16M -$7.54K -74 -0.6%
SPC
458
Sigma Planning Corp
Michigan
$1.15M -$542K -5,319 -32%
CWL
459
Causey Wealth LLC
Colorado
$1.15M -$284K -2,784 -20%
MCM
460
Mainstream Capital Management
California
$1.14M +$14.3K +140 +1%
FTWA
461
Fifth Third Wealth Advisors
Ohio
$1.13M +$549K +5,389 +91%
SFC
462
Strategic Financial Concepts
Texas
$1.12M -$891K -8,741 -44%
CPA
463
Cardiff Park Advisors
California
$1.12M – – –
D
464
Dentgroup
Louisiana
$1.12M -$167K -1,635 -13%
WFS
465
WealthGarden F.S.
California
$1.11M -$1.05M -10,301 -48%
BIG
466
Brookwood Investment Group
Arizona
$1.11M +$1.13M +11,107 New
PA
467
Pinnacle Associates
New York
$1.11M -$20.4K -200 -2%
TCA
468
Transcend Capital Advisors
New Jersey
$1.11M -$785K -7,701 -41%
ICP
469
Interchange Capital Partners
Pennsylvania
$1.11M -$1.08M -10,600 -49%
BCM
470
BTC Capital Management
Iowa
$1.1M – – –
VWM
471
Venturi Wealth Management
Texas
$1.1M -$1.14M -11,147 -50%
SAM
472
Silvercrest Asset Management
New York
$1.1M -$224K -2,201 -17%
CFD
473
Creative Financial Designs
Indiana
$1.1M -$508K -4,983 -31%
RDFA
474
Ritter Daniher Financial Advisory
Ohio
$1.09M +$194K +1,900 +21%
FW
475
FullCircle Wealth
Texas
$1.08M -$1.15M -11,293 -52%
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19
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