We are live on ! Find out more
EFG icon

iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
501
HRC Wealth Management
Idaho
$725K +$25.9K +226 +4%
BFP
502
Beacon Financial Planning
Massachusetts
$723K +$128K +1,115 +21%
GSWM
503
Golden State Wealth Management
California
$717K -$46.8K -408 -6%
CWS
504
Confluence Wealth Services
Pennsylvania
$713K +$6.19K +54 +0.9%
FCFC
505
First Citizens Financial Corp
Iowa
$712K +$1.72K +15 +0.2%
TC
506
Town Capital
Maryland
$710K +$715K +6,236 New
IFWM
507
Institute for Wealth Management
Colorado
$710K -$603K -5,257 -46%
BIM
508
Bridges Investment Management
Nebraska
$709K – – –
SW
509
SMART Wealth
Nebraska
$697K +$138K +1,206 +25%
UF
510
Univest Financial
Pennsylvania
$694K +$4.93K +43 +0.7%
SWM
511
SilverOak Wealth Management
Minnesota
$692K +$487K +4,244 +231%
FWM
512
FLP Wealth Management
Arkansas
$690K +$100K +874 +17%
HKIMG
513
Hutchens & Kramer Investment Management Group
Indiana
$686K -$100K -872 -13%
OFG
514
Oxford Financial Group
Indiana
$684K – – –
B
515
Bayban
Minnesota
$683K +$688K +5,997 New
SDWMA
516
Schneider Downs Wealth Management Advisors
Pennsylvania
$680K +$9.86K +86 +1%
CCG
517
Cypress Capital Group
Florida
$679K – – –
EPW
518
Endeavor Private Wealth
Kansas
$677K -$2.21M -19,316 -76%
DWA
519
Davis Wealth Advisors
New Hampshire
$674K +$678K +5,916 New
BWM
520
BlackDiamond Wealth Management
New York
$672K -$654K -5,702 -51%
BFS
521
BridgePort Financial Solutions
Iowa
$671K -$271K -2,365 -29%
AF
522
ASL Financial
California
$670K +$674K +5,877 New
FP
523
Financial Perspectives
Minnesota
$668K +$178K +1,554 +36%
BEI
524
Benjamin Edwards Inc
Missouri
$667K -$36.9K -322 -5%
SG
525
StoneX Group
New York
$667K -$26.7K -233 -4%
19 20
21
22 23