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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
526
Washington Trust Bank
Washington
$922K +$174K +1,650 +25%
JJBC
527
James J. Burns & Company
New York
$912K -$71.4K -677 -8%
LFG
528
Larson Financial Group
Missouri
$900K -$127K -1,202 -13%
EFG
529
Elios Financial Group
Ohio
$896K -$643K -6,097 -43%
BFA
530
Beacon Financial Advisory
Ohio
$873K -$2.53K -24 -0.3%
BW
531
BIP Wealth
Georgia
$869K -$239K -2,264 -23%
MC
532
Montag & Caldwell
Georgia
$866K +$574K +5,439 +237%
PAM
533
Palisade Asset Management
Minnesota
$861K -$18K -171 -2%
MIA
534
Milestone Investment Advisors
Wisconsin
$861K -$36.6K -347 -4%
FFA
535
Fragasso Financial Advisors
Pennsylvania
$857K -$53.4K -506 -6%
SIA
536
SGL Investment Advisors
Montana
$845K +$47.4K +449 +6%
HS
537
Horan Securities
United States
$832K -$247K -2,337 -24%
CWM
538
Copia Wealth Management
Oregon
$826K +$10.2K +97 +1%
TMWM
539
Taylor & Morgan Wealth Management
Michigan
$820K +$7.59K +72 +1%
EL
540
EWA LLC
Pennsylvania
$819K +$138K +1,309 +22%
RCM
541
Raleigh Capital Management
North Carolina
$818K -$25.6K -243 -3%
PA
542
Parallel Advisors
California
$815K -$87.4K -829 -10%
JIR
543
James Investment Research
Ohio
$810K +$236K +2,241 +45%
NFW
544
Noble Family Wealth
Florida
$802K – – –
SFG
545
Sage Financial Group
Pennsylvania
$801K -$20.7K -196 -3%
AWM
546
Aprio Wealth Management
Georgia
$801K -$239K -2,264 -24%
SF
547
Synovus Financial
Georgia
$800K -$11.7K -111 -2%
MIM
548
Macroview Investment Management
Maryland
$785K +$21.6K +205 +3%
GAM
549
Gotham Asset Management
New York
$780K – – –
LI
550
LMCG Investments
Massachusetts
$778K -$93.1K -883 -11%
20 21
22
23 24