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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
501
Private Trust Company
Ohio
$1.02M +$40.8K +401 +4%
VFA
502
Valeo Financial Advisors
Indiana
$1.02M -$93.1K -916 -8%
SFA
503
Semmax Financial Advisors
North Carolina
$1.02M +$208K +2,042 +27%
CCG
504
Catalina Capital Group
California
$1.02M +$135K +1,325 +14%
SW
505
SoFi Wealth
California
$1.02M +$1.07M +10,485 New
BW
506
BIP Wealth
Georgia
$1M -$6.81K -67 -0.6%
GWMIA
507
Global Wealth Management Investment Advisory
Florida
$994K -$14.6K -144 -1%
LFG
508
Larson Financial Group
Missouri
$989K -$168K -1,650 -14%
CCWA
509
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$976K +$1.02M +10,075 New
OAS
510
Optivise Advisory Services
Tennessee
$975K +$25.5K +251 +3%
SSW
511
Stone Summit Wealth
Florida
$957K +$19.9K +196 +2%
FA
512
Fedenia Advisers
Wisconsin
$954K +$1M +9,854 New
TWCA
513
Two West Capital Advisors
Kansas
$953K +$134K +1,317 +15%
AFG
514
Atomi Financial Group
New York
$953K +$157K +1,549 +19%
RFA
515
Resurgent Financial Advisors
Georgia
$950K +$295K +2,899 +42%
CP
516
Canopy Partners
Ohio
$948K -$6.1K -60 -0.6%
OC
517
Oppenheimer & Co
New York
$948K +$3.15K +31 +0.3%
AIA
518
Accelerate Investment Advisors
California
$939K +$260K +2,563 +36%
LA
519
Lifeworks Advisors
Michigan
$936K +$90.1K +887 +10%
ASBI
520
American State Bank (Iowa)
Iowa
$936K – – –
CCM
521
Coldstream Capital Management
Washington
$930K +$135K +1,333 +16%
YIH
522
Y-Intercept (HK)
Hong Kong
$926K +$972K +9,565 New
PW
523
Peninsula Wealth
California
$916K -$239K -2,347 -20%
GSWM
524
Golden State Wealth Management
California
$915K +$960K +9,445 New
EWA
525
EverSource Wealth Advisors
Alabama
$910K +$254K +2,499 +36%
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