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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Cornerstone Advisory
Maryland
$267K +$288K +3,322 New
LWANC
527
Laurel Wealth Advisors (North Carolina)
North Carolina
$265K +$2.87K +33 +1%
SWM
528
Seaside Wealth Management
California
$265K +$264K +3,043 New
BA
529
Bristlecone Advisors
Washington
$265K +$285K +3,287 New
HF
530
HRT Financial
New York
$263K +$284K +3,270 New
CCM
531
Covington Capital Management
California
$258K – – –
WCF
532
West Coast Financial
California
$256K -$227K -2,612 -45%
LNWWM
533
Laird Norton Wetherby Wealth Management
California
$253K – – –
MIH
534
Meitav Investment House
Israel
$251K – – –
KIG
535
Kowal Investment Group
Wisconsin
$250K +$50K +576 +23%
ECG
536
Edge Capital Group
Georgia
$249K +$269K +3,093 New
OFS
537
Oldfather Financial Services
Nebraska
$244K – – –
WLIM
538
White Lighthouse Investment Management
Massachusetts
$242K +$782 +9 +0.3%
RC
539
RegentAtlantic Capital
New Jersey
$241K +$695 +8 +0.3%
FFM
540
Forum Financial Management
Illinois
$240K -$23.4K -269 -8%
CA
541
Cortland Associates
Missouri
$240K – – –
SAMC
542
Spectrum Asset Management (California)
California
$239K -$1.06M -12,251 -80%
OC
543
Oakworth Capital
Alabama
$239K – – –
APW
544
Atlantic Private Wealth
North Carolina
$238K – – –
PFS
545
Prospera Financial Services
Texas
$236K -$1.76M -20,314 -87%
TA
546
TrueWealth Advisors
Alabama
$236K -$255K -2,935 -50%
PFWA
547
Paces Ferry Wealth Advisors
Georgia
$234K +$252K +2,907 New
ONB
548
Old National Bancorp
Indiana
$231K +$249K +2,870 New
HPM
549
Hudson Portfolio Management
New York
$230K -$12.6K -145 -5%
CA
550
Continuum Advisory
Idaho
$228K – – –
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22
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