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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
501
American State Bank (Iowa)
Iowa
$954K -$13.4K -131 -1%
FPAS
502
Focus Partners Advisor Solutions
Missouri
$943K -$230K -2,260 -19%
AWM
503
Aprio Wealth Management
Georgia
$941K +$633K +6,207 +194%
SFA
504
Sequoia Financial Advisors
Ohio
$935K +$30.9K +303 +3%
IC
505
IEQ Capital
California
$935K – – –
T
506
Transce3nd
Texas
$930K +$5.2K +51 +0.6%
NC
507
Napatree Capital
Rhode Island
$930K -$1.22M -11,994 -56%
OAS
508
Optivise Advisory Services
Tennessee
$926K -$82.4K -808 -8%
LFG
509
Larson Financial Group
Missouri
$923K -$99.8K -979 -10%
DT
510
Diversified Trust
Tennessee
$915K – – –
WWA
511
Wingate Wealth Advisors
Massachusetts
$913K +$252K +2,470 +37%
APP
512
Avantax Planning Partners
Iowa
$912K -$1.73K -17 -0.2%
WG
513
Watchman Group
Texas
$900K +$52.9K +519 +6%
HL
514
Harding Loevner
New Jersey
$899K -$1.98M -19,428 -68%
CWA
515
Cornerstone Wealth Advisors
Minnesota
$897K +$165K +1,615 +22%
PSP
516
Principal Street Partners
Tennessee
$893K – – –
DWP
517
Daymark Wealth Partners
Ohio
$892K +$376K +3,690 +71%
PCA
518
Prosperity Capital Advisors
Ohio
$889K -$585K -5,735 -39%
LCWP
519
Legacy Capital Wealth Partners
Arkansas
$885K -$31.9K -313 -3%
JJBC
520
James J. Burns & Company
New York
$882K +$510 +5 +0.1%
LGG
521
Luts & Greenleigh Group
Maryland
$874K – – –
Q1WB
522
Quest 10 Wealth Builders
Virginia
$854K +$8.97K +88 +1%
CWA
523
Canvas Wealth Advisors
Kansas
$853K +$82.6K +810 +11%
FWA
524
FSC Wealth Advisors
New York
$846K +$224K +2,200 +35%
PTC
525
Private Trust Company
Ohio
$844K -$215K -2,111 -20%
19 20
21
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