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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
501
IFG Advisory
Georgia
$762K -$968K -8,682 -56%
RT
502
Rockland Trust
Massachusetts
$759K – – –
IAN
503
Integrated Advisors Network
Texas
$746K -$362K -3,251 -33%
TWCA
504
Two West Capital Advisors
Kansas
$744K -$379K -3,404 -35%
EWM
505
Evolution Wealth Management
Florida
$738K +$335K +3,008 +87%
HI
506
Harbour Investments
Wisconsin
$729K -$631K -5,663 -47%
WT
507
Washington Trust
Rhode Island
$727K – – –
AA
508
Advisory Alpha
Michigan
$727K +$42.2K +379 +6%
LI
509
LMCG Investments
Massachusetts
$723K -$66.4K -596 -9%
SIS
510
Sound Income Strategies
Florida
$712K +$25.7K +231 +4%
FCFC
511
First Citizens Financial Corp
Iowa
$710K +$51.9K +466 +8%
PTC
512
Private Trust Company
Ohio
$710K -$251K -2,248 -27%
BIM
513
Bridges Investment Management
Nebraska
$709K +$1.67K +15 +0.2%
CWS
514
Confluence Wealth Services
Pennsylvania
$707K +$7.58K +68 +1%
BEI
515
Benjamin Edwards Inc
Missouri
$704K -$460K -4,125 -40%
GWANC
516
Guardian Wealth Advisors (North Carolina)
North Carolina
$700K -$9.28M -83,246 -93%
HWM
517
HRC Wealth Management
Idaho
$699K +$9.25K +83 +1%
AWM
518
Aprio Wealth Management
Georgia
$698K -$114K -1,020 -14%
SG
519
StoneX Group
New York
$694K +$23.5K +211 +4%
UF
520
Univest Financial
Pennsylvania
$689K -$17.3K -155 -2%
CWM
521
Centurion Wealth Management
Virginia
$689K -$1.8M -16,112 -73%
OFG
522
Oxford Financial Group
Indiana
$684K -$37.9K -340 -5%
LFG
523
Larson Financial Group
Missouri
$682K -$227K -2,040 -25%
CFG
524
Cooper Financial Group
California
$680K -$45.9K -412 -6%
CCG
525
Cypress Capital Group
Florida
$679K – – –
19 20
21
22 23