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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
501
Sovereign Financial Group
Connecticut
$969K -$892K -8,753 -47%
RCAG
502
Rehmann Capital Advisory Group
Michigan
$964K -$98.9K -970 -9%
CWA
503
Clearview Wealth Advisors
Oregon
$954K -$851K -8,351 -47%
ASBI
504
American State Bank (Iowa)
Iowa
$954K -$13.4K -131 -1%
FPAS
505
Focus Partners Advisor Solutions
Missouri
$943K -$230K -2,260 -19%
AWM
506
Aprio Wealth Management
Georgia
$941K +$633K +6,207 +194%
SFA
507
Sequoia Financial Advisors
Ohio
$935K +$30.9K +303 +3%
IC
508
IEQ Capital
California
$935K – – –
T
509
Transce3nd
Texas
$930K +$5.2K +51 +0.6%
NC
510
Napatree Capital
Rhode Island
$930K -$1.22M -11,994 -56%
OAS
511
Optivise Advisory Services
Tennessee
$926K -$82.4K -808 -8%
LFG
512
Larson Financial Group
Missouri
$923K -$99.8K -979 -10%
DT
513
Diversified Trust
Tennessee
$915K – – –
WWA
514
Wingate Wealth Advisors
Massachusetts
$913K +$252K +2,470 +37%
APP
515
Avantax Planning Partners
Iowa
$912K -$1.73K -17 -0.2%
WG
516
Watchman Group
Texas
$900K +$52.9K +519 +6%
HL
517
Harding Loevner
New Jersey
$899K -$1.98M -19,428 -68%
CWA
518
Cornerstone Wealth Advisors
Minnesota
$897K +$165K +1,615 +22%
PSP
519
Principal Street Partners
Tennessee
$893K – – –
DWP
520
Daymark Wealth Partners
Ohio
$892K +$376K +3,690 +71%
PCA
521
Prosperity Capital Advisors
Ohio
$889K -$585K -5,735 -39%
LCWP
522
Legacy Capital Wealth Partners
Arkansas
$885K -$31.9K -313 -3%
JJBC
523
James J. Burns & Company
New York
$882K +$510 +5 +0.1%
LGG
524
Luts & Greenleigh Group
Maryland
$874K – – –
Q1WB
525
Quest 10 Wealth Builders
Virginia
$854K +$8.97K +88 +1%
19 20
21
22 23