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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
476
Optivise Advisory Services
Tennessee
$897K +$896K +8,770 New
RDFA
477
Ritter Daniher Financial Advisory
Ohio
$892K -$1.33K -13 -0.1%
CCG
478
Cypress Capital Group
Florida
$892K – – –
HS
479
Horan Securities
United States
$888K +$43.4K +425 +5%
CFG
480
Cooper Financial Group
California
$881K +$53.2K +520 +6%
QWM
481
Quadcap Wealth Management
Texas
$880K -$6.95K -68 -0.8%
SSW
482
Stone Summit Wealth
Florida
$872K +$120K +1,170 +16%
CFO
483
Collective Family Office
Pennsylvania
$870K – – –
AC
484
Addison Capital
Pennsylvania
$865K +$333K +3,262 +63%
SFA
485
Sequoia Financial Advisors
Ohio
$864K -$818 -8 -0.1%
AFM
486
Armstrong Fleming & Moore
District of Columbia
$856K – – –
LGG
487
Luts & Greenleigh Group
Maryland
$853K +$852K +8,337 New
DCM
488
DGS Capital Management
New Jersey
$851K +$92.7K +907 +12%
LA
489
Lifeworks Advisors
Michigan
$848K +$182K +1,783 +27%
WAP
490
Wealthcare Advisory Partners
Pennsylvania
$835K +$69K +675 +9%
EK
491
Evensky & Katz
Florida
$835K -$2.35K -23 -0.3%
LAS
492
Lloyd Advisory Services
Georgia
$832K +$831K +8,129 New
MWP
493
MYCIO Wealth Partners
Pennsylvania
$829K +$7.16K +70 +0.9%
PFG
494
Peterson Financial Group
Iowa
$825K +$100K +982 +14%
FCFC
495
First Citizens Financial Corp
Iowa
$824K +$133K +1,299 +19%
PAM
496
Palisade Asset Management
Minnesota
$822K – – –
GP
497
Girard Partners
Pennsylvania
$819K -$37.1K -363 -4%
MIM
498
Macroview Investment Management
Maryland
$819K -$101K -985 -11%
PWA
499
Pillar Wealth Advisors
Pennsylvania
$813K -$438K -4,284 -35%
CPIG
500
Chicago Partners Investment Group
Illinois
$806K +$818 +8 +0.1%
18 19
20
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