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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Aspire Wealth Management
Massachusetts
$742K -$448K -4,503 -39%
BTWM
502
Baker Tilly Wealth Management
Wisconsin
$740K -$312K -3,134 -31%
PFG
503
Peterson Financial Group
Iowa
$735K -$41.4K -416 -6%
AF
504
Allworth Financial
California
$735K -$452K -4,542 -39%
SFG
505
Sage Financial Group
Pennsylvania
$730K – – –
BMCM
506
Bryn Mawr Capital Management
Pennsylvania
$726K – – –
SDWMA
507
Schneider Downs Wealth Management Advisors
Pennsylvania
$725K – – –
PCIA
508
Prime Capital Investment Advisors
Kansas
$711K -$207K -2,083 -23%
GIA
509
Gladstone Institutional Advisory
Florida
$709K -$81K -814 -11%
BFG
510
Beacon Financial Group
Texas
$704K +$107K +1,078 +19%
FCFC
511
First Citizens Financial Corp
Iowa
$701K +$20.5K +206 +3%
LI
512
LMCG Investments
Massachusetts
$698K -$43.9K -441 -6%
AA
513
Advisory Alpha
Michigan
$697K -$3.8M -38,140 -85%
WTB
514
Washington Trust Bank
Washington
$694K -$890K -8,945 -57%
IBOK
515
Independence Bank of Kentucky
Kentucky
$685K – – –
JIR
516
James Investment Research
Ohio
$680K +$19.1K +192 +3%
AWM
517
Axxcess Wealth Management
California
$680K +$299K +3,000 +84%
ATPW
518
Ashton Thomas Private Wealth
Arizona
$677K +$7.27K +73 +1%
LA
519
Lifeworks Advisors
Michigan
$676K +$648K +6,509 New
PCA
520
Prosperity Capital Advisors
Ohio
$675K -$379K -3,809 -37%
AIA
521
Angeles Investment Advisors
California
$675K -$2.39M -24,000 -79%
WANY
522
Wealthspire Advisors (New York)
New York
$674K -$147K -1,473 -18%
WEG
523
World Equity Group
Illinois
$667K -$498K -4,998 -44%
HWM
524
HRC Wealth Management
Idaho
$666K -$1.79K -18 -0.3%
BFA
525
Beacon Financial Advisory
Ohio
$644K -$796 -8 -0.1%
19 20
21
22 23