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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
501
Aspiriant LLC
California
$233K – – –
SAM
502
Summit Asset Management
Tennessee
$231K -$10.6K -100 -4%
MI
503
Moneywise Inc
Virginia
$230K +$1.7K +16 +0.8%
NCM
504
Neumann Capital Management
California
$228K – – –
PP
505
Prosperity Planning
Missouri
$226K -$231K -2,172 Closed
GFS
506
GYL Financial Synergies
Connecticut
$226K – – –
PA
507
Parallel Advisors
California
$224K +$5.1K +48 +2%
BOTW
508
Bank of the West
California
$223K – – –
BHBT
509
Burke & Herbert Bank & Trust
Virginia
$214K – – –
DA
510
Detalus Advisors
Missouri
$213K +$211K +1,990 New
CC
511
Courier Capital
New York
$210K -$4.89K -46 -2%
GRP
512
Global Retirement Partners
California
$192K +$41K +386 +27%
MPCG
513
Matrix Private Capital Group
New York
$169K – – –
AWM
514
Avior Wealth Management
Nebraska
$153K -$9.56K -90 -6%
BWA
515
BDO Wealth Advisors
Florida
$147K -$116K -1,091 -44%
WB
516
Webster Bank
Connecticut
$143K -$5.31K -50 -4%
FFA
517
Founders Financial Alliance
North Carolina
$142K -$20.7K -195 -13%
GWS
518
Glassman Wealth Services
Virginia
$142K +$106 +1 +0.1%
RIM
519
Rockbridge Investment Management
New York
$138K – – –
BA
520
Bellwether Advisors
Nebraska
$135K -$12.3K -116 -8%
VNA
521
Valley National Advisers
Pennsylvania
$132K +$5.31K +50 +4%
MFT
522
Moisand Fitzgerald Tamayo
Florida
$129K – – –
FA
523
Fortis Advisors
Pennsylvania
$126K +$49K +461 +65%
FP
524
Financial Perspectives
Minnesota
$124K -$9.51M -89,476 -99%
HFA
525
Hoover Financial Advisors
Pennsylvania
$119K -$638 -6 -0.5%
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