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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
526
Schneider Downs Wealth Management Advisors
Pennsylvania
$670K – – –
ABC
527
Associated Banc-Corp
Wisconsin
$669K -$30.2K -271 -4%
MFG
528
MidWestOne Financial Group
Iowa
$666K – – –
EWM
529
Evercore Wealth Management
New York
$661K -$8.36K -75 -1%
NWAG
530
Net Worth Advisory Group
Utah
$659K -$2.99M -26,819 -82%
PCA
531
Pallas Capital Advisors
Massachusetts
$657K +$48.9K +439 +8%
S
532
Sachetta
Massachusetts
$649K – – –
TPWA
533
Twin Peaks Wealth Advisors
California
$635K -$2.35M -21,093 -79%
MBT
534
Montecito Bank & Trust
California
$626K +$613K +5,499 New
BHIA
535
Birch Hill Investment Advisors
Massachusetts
$621K – – –
BHWM
536
Bay Harbor Wealth Management
Maryland
$619K -$4.78M -42,887 -89%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$618K -$46.9K -421 -7%
FAIM
538
Financial Advocates Investment Management
Washington
$616K -$798K -7,158 -57%
SCM
539
SCS Capital Management
Massachusetts
$615K – – –
LAS
540
Lloyd Advisory Services
Georgia
$615K -$98K -879 -14%
MWM
541
McNaughton Wealth Management
California
$615K -$2.52M -22,656 -81%
FEG
542
Fund Evaluation Group
Ohio
$613K – – –
CPG
543
Cornerstone Planning Group
New Jersey
$610K +$487K +4,369 +485%
AF
544
Alerus Financial
North Dakota
$608K – – –
KLI
545
Kelman-Lazarov Inc
Tennessee
$603K +$590K +5,295 New
SWM
546
SigFig Wealth Management
California
$601K -$3.51M -31,502 -86%
EWA
547
EverSource Wealth Advisors
Alabama
$598K -$418K -3,751 -42%
BFP
548
Beacon Financial Planning
Massachusetts
$596K -$11.9K -107 -2%
NFP
549
Narus Financial Partners
Utah
$595K +$345K +3,099 +146%
BFG
550
Beacon Financial Group
Texas
$594K -$142K -1,273 -20%
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