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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 – – –
LGWM
507
Litman Gregory Wealth Management
California
$225K -$71.7K -675 -75%
PA
508
Parallel Advisors
California
$224K +$5.1K +48 +2%
MA
509
MBA Advisors
Pennsylvania
$223K -$601K -5,656 -73%
BOTW
510
Bank of the West
California
$223K – – –
BHBT
511
Burke & Herbert Bank & Trust
Virginia
$214K – – –
DA
512
Detalus Advisors
Missouri
$213K +$211K +1,990 New
CC
513
Courier Capital
New York
$210K -$4.89K -46 -2%
GRP
514
Global Retirement Partners
California
$192K +$41K +386 +27%
MPCG
515
Matrix Private Capital Group
New York
$169K – – –
AWM
516
Avior Wealth Management
Nebraska
$153K -$9.56K -90 -6%
BWA
517
BDO Wealth Advisors
Florida
$147K -$116K -1,091 -44%
WB
518
Webster Bank
Connecticut
$143K -$5.31K -50 -4%
FFA
519
Founders Financial Alliance
North Carolina
$142K -$20.7K -195 -13%
GWS
520
Glassman Wealth Services
Virginia
$142K +$106 +1 +0.1%
RIM
521
Rockbridge Investment Management
New York
$138K – – –
BA
522
Bellwether Advisors
Nebraska
$135K -$12.3K -116 -8%
VNA
523
Valley National Advisers
Pennsylvania
$132K +$5.31K +50 +4%
MFT
524
Moisand Fitzgerald Tamayo
Florida
$129K – – –
FA
525
Fortis Advisors
Pennsylvania
$126K +$49K +461 +65%
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