We are live on ! Find out more
EFG icon

iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Claro Advisors
Massachusetts
$370K – – –
LAS
502
Lloyd Advisory Services
Georgia
$369K -$81.8K -832 -18%
HWM
503
HB Wealth Management
Georgia
$366K – – –
SSW
504
Stone Summit Wealth
Florida
$366K +$80.6K +820 +28%
SSWM
505
Smith Salley Wealth Management
North Carolina
$364K – – –
VWM
506
Vigilare Wealth Management
Arizona
$358K -$271K -2,758 -43%
LI
507
LMCG Investments
Massachusetts
$358K +$365K +3,717 New
SMA
508
Sage Mountain Advisors
Georgia
$354K – – –
JIP
509
Jaffetilchin Investment Partners
Florida
$353K +$98 +1 +0%
EAM
510
Evanson Asset Management
California
$348K – – –
TSS
511
Two Sigma Securities
New York
$344K +$351K +3,570 New
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$339K -$1M -10,174 -74%
SWP
513
Stratos Wealth Partners
Ohio
$339K -$103K -1,046 -23%
WFC
514
Western Financial Corp
California
$337K -$1.08K -11 -0.3%
TNA
515
True North Advisors
Texas
$337K – – –
NFC
516
Northeast Financial Consultants
Connecticut
$333K – – –
MKC
517
M. Kraus & Co
Vermont
$332K – – –
ES
518
Eagle Strategies
New York
$328K -$23.3K -237 -7%
IGWM
519
ICA Group Wealth Management
Colorado
$328K +$366K +3,719 New
SWA
520
Sightline Wealth Advisors
Connecticut
$320K +$295 +3 +0.1%
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$313K -$53.6K -545 -14%
FFM
522
Forum Financial Management
Illinois
$312K +$80.4K +818 +34%
CCM
523
Covington Capital Management
California
$308K – – –
HCC
524
Hirtle Callaghan & Co
Pennsylvania
$308K +$315K +3,200 New
FANJ
525
Financial Architects (New Jersey)
New Jersey
$306K +$16K +163 +5%
19 20
21
22 23