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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
476
Syntegra Private Wealth Group
Missouri
$596K +$195K +2,170 +52%
FF
477
Fluent Financial
Texas
$592K -$34K -378 -6%
EW
478
Evoke Wealth
California
$585K – – –
VC
479
Veracity Capital
Georgia
$584K +$112K +1,247 +25%
TAM
480
Tocqueville Asset Management
New York
$582K +$208K +2,315 +59%
BFG
481
Beacon Financial Group
Texas
$581K +$229K +2,542 +69%
LI
482
LMCG Investments
Massachusetts
$568K +$93.6K +1,041 +21%
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$562K -$1.62K -18 -0.3%
ANTB
484
AMG National Trust Bank
Colorado
$560K +$303K +3,373 +130%
PIA
485
Perennial Investment Advisors
California
$552K +$204K +2,263 +62%
SSWM
486
Sheets Smith Wealth Management
North Carolina
$550K -$5.49K -61 -1%
TA
487
Trellis Advisors
Washington
$548K – – –
WMS
488
Wealth Management Solutions
Pennsylvania
$548K -$249K -2,767 -32%
MHB
489
Midwest Heritage Bank
Iowa
$533K -$621K -6,902 -55%
WS
490
Wedbush Securities
California
$532K -$76.1K -846 -13%
GIA
491
Goodwin Investment Advisory
Georgia
$524K – – –
SSW
492
Stone Summit Wealth
Florida
$523K +$23.5K +261 +5%
SFG
493
Sage Financial Group
Pennsylvania
$521K -$15.7K -174 -3%
BHIA
494
Birch Hill Investment Advisors
Massachusetts
$513K – – –
AFG
495
Allegheny Financial Group
Pennsylvania
$511K +$4.23K +47 +0.9%
FCA
496
FinTrust Capital Advisors
South Carolina
$508K – – –
LA
497
Latitude Advisors
Florida
$505K +$62.4K +694 +15%
HS
498
Horan Securities
United States
$500K +$4.95K +55 +1%
MSWM
499
McGlone Suttner Wealth Management
Wisconsin
$497K -$19.5K -217 -4%
AF
500
Alerus Financial
North Dakota
$497K – – –
18 19
20
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