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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
501
Aspiriant LLC
California
$301K +$137K +1,573 +73%
FTS
502
Fifth Third Securities
Ohio
$300K +$324K +3,732 New
CA
503
Claro Advisors
Massachusetts
$298K +$30.3K +349 +10%
TF
504
TIAA FSB
Florida
$297K +$321K +3,694 New
DC
505
Davenport & Co
Virginia
$293K -$336K -3,867 -52%
GLLW
506
Graves Light Lenhart Wealth
Virginia
$292K -$32.6K -375 -9%
HWM
507
HB Wealth Management
Georgia
$292K -$14.3K -165 -4%
EAM
508
Evanson Asset Management
California
$291K – – –
KCM
509
Kathmere Capital Management
Pennsylvania
$288K +$310K +3,574 New
PFA
510
Pinnacle Family Advisors
Missouri
$287K -$65.2K -751 -17%
TSS
511
Two Sigma Securities
New York
$287K – – –
USCWA
512
U.S. Capital Wealth Advisors
Texas
$287K +$114K +1,307 +58%
SSW
513
Stone Summit Wealth
Florida
$286K -$19K -219 -6%
WFC
514
Western Financial Corp
California
$285K +$4K +46 +1%
SSWM
515
Smith Salley Wealth Management
North Carolina
$284K -$22.1K -254 -7%
TNA
516
True North Advisors
Texas
$282K – – –
VIA
517
Vident Investment Advisory
Georgia
$282K +$304K +3,496 New
NFC
518
Northeast Financial Consultants
Connecticut
$279K – – –
MKC
519
M. Kraus & Co
Vermont
$277K – – –
NL
520
Navalign LLC
California
$275K +$297K +3,420 New
SWA
521
Sightline Wealth Advisors
Connecticut
$272K +$3.3K +38 +0.9%
SMA
522
Sage Mountain Advisors
Georgia
$269K -$29.3K -337 -9%
AA
523
Argent Advisors
Louisiana
$269K +$21.7K +250 +8%
3LCM
524
3D/L Capital Management
Connecticut
$267K +$16.9K +195 +6%
CA
525
Cornerstone Advisory
Maryland
$267K +$288K +3,322 New
19 20
21
22 23