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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Cornerstone Wealth Management
Missouri
$488K +$468K +5,206 New
H
502
HoyleCohen
California
$487K – – –
CAAS
503
Capital Asset Advisory Services
Michigan
$485K -$48.1K -535 -9%
SW
504
SVB Wealth
Massachusetts
$482K +$93.2K +1,036 +25%
TA
505
TrueWealth Advisors
Alabama
$479K +$138K +1,536 +43%
IBOK
506
Independence Bank of Kentucky
Kentucky
$479K – – –
V
507
Veritable
Delaware
$476K +$29.9K +332 +7%
PI
508
Pachira Investments
California
$473K – – –
MA
509
MONECO Advisors
Connecticut
$470K +$452K +5,021 New
GCM
510
Gables Capital Management
Florida
$469K – – –
3LCM
511
3D/L Capital Management
Connecticut
$464K +$50K +556 +13%
MIA
512
MainStreet Investment Advisors
Illinois
$461K +$442K +4,917 New
NSIM
513
North Star Investment Management
Illinois
$460K – – –
AFAS
514
Acorn Financial Advisory Services
Virginia
$460K +$65.4K +727 +17%
MG
515
Mather Group
Illinois
$460K -$989 -11 -0.2%
GFS
516
GYL Financial Synergies
Connecticut
$459K -$347K -3,857 -44%
DA
517
Doliver Advisors
Texas
$458K +$440K +4,892 New
IAN
518
Integrated Advisors Network
Texas
$456K -$86.3K -960 -16%
CFO
519
Colony Family Offices
North Carolina
$452K – – –
BFM
520
Boston Financial Management
Massachusetts
$452K -$47K -523 -10%
WTB
521
Washington Trust Bank
Washington
$448K -$1.74M -19,376 -80%
SWP
522
Semus Wealth Partners
Florida
$445K +$137K +1,528 +47%
LCM
523
Leisure Capital Management
California
$442K -$26.5K -295 -6%
RWIA
524
Roger Wittlin Investment Advisory
California
$428K +$411K +4,573 New
PFA
525
Pinnacle Family Advisors
Missouri
$424K +$20.5K +228 +5%
19 20
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