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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
526
Collective Family Office
Pennsylvania
$858K – – –
PAM
527
Palisade Asset Management
Minnesota
$856K – – –
EWA
528
EverSource Wealth Advisors
Alabama
$854K +$426K +3,623 +90%
BMCM
529
Bryn Mawr Capital Management
Pennsylvania
$849K +$28.3K +241 +3%
WT
530
Washington Trust
Rhode Island
$845K +$141K +1,197 +19%
DE
531
Diversified Enterprises
Delaware
$844K -$142K -1,209 -14%
GF
532
GGM Financials
Ohio
$826K +$706 +6 +0.1%
KA
533
Klingman & Associates
New York
$822K +$6.82K +58 +0.8%
UW
534
Unique Wealth
Florida
$808K -$196K -1,663 -19%
PFS
535
Prospera Financial Services
Texas
$805K -$47.3K -402 -5%
AWM
536
Alterna Wealth Management
Texas
$801K +$617K +5,249 +270%
NFW
537
Noble Family Wealth
Florida
$797K – – –
KAS
538
KPP Advisory Services
Kentucky
$796K -$425K -3,611 -34%
CWM
539
Copia Wealth Management
Oregon
$788K -$39.6K -337 -5%
AWA
540
Alta Wealth Advisors
Massachusetts
$786K +$830K +7,059 New
BFS
541
Bradley Foster & Sargent
Connecticut
$782K -$159K -1,355 -16%
RFP
542
RCS Financial Planning
Maryland
$781K +$8.35K +71 +1%
SWM
543
SilverOak Wealth Management
Minnesota
$780K +$109K +928 +15%
LI
544
LMCG Investments
Massachusetts
$775K +$58.2K +495 +8%
NB
545
Nicolet Bankshares
Wisconsin
$773K +$816K +6,940 New
AP
546
Americana Partners
Texas
$772K +$24.9K +212 +3%
CCM
547
Coldstream Capital Management
Washington
$764K +$807K +6,859 New
PCM
548
Pointe Capital Management
Michigan
$763K +$186K +1,579 +30%
GSWM
549
Golden State Wealth Management
California
$757K +$58.7K +499 +8%
PA
550
PFG Advisors
Arizona
$753K -$109K -928 -12%
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