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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
551
Wescott Financial Advisory Group
Pennsylvania
$550K +$527K +5,298 New
ABC
552
Associated Banc-Corp
Wisconsin
$548K – – –
EWA
553
EverSource Wealth Advisors
Alabama
$543K +$17.8K +179 +3%
AC
554
Addison Capital
Pennsylvania
$539K +$517K +5,197 New
RT
555
Rockland Trust
Massachusetts
$535K -$90K -904 -15%
RFA
556
Resurgent Financial Advisors
Georgia
$534K +$88.7K +891 +21%
TPI
557
Trust Point Inc
Wisconsin
$533K +$3.58K +36 +0.7%
CWA
558
Canvas Wealth Advisors
Kansas
$532K +$540K +5,425 New
LFAS
559
Level Four Advisory Services
Texas
$528K – – –
AWM
560
Alterna Wealth Management
Texas
$524K -$134K -1,350 -21%
MWA
561
Midland Wealth Advisors
Illinois
$522K -$24.9K -250 -5%
GCM
562
Gables Capital Management
Florida
$520K – – –
BFM
563
Boston Financial Management
Massachusetts
$517K -$55.8K -561 -10%
PI
564
Pachira Investments
California
$516K -$14.2K -143 -3%
RF
565
RHS Financial
California
$512K +$59.4K +597 +14%
GFS
566
GYL Financial Synergies
Connecticut
$509K – – –
CFO
567
Colony Family Offices
North Carolina
$501K – – –
S
568
Sachetta
Massachusetts
$497K – – –
SEM
569
Strategic Equity Management
Arizona
$494K +$474K +4,761 New
RRCM
570
Rappaport Reiches Capital Management
Illinois
$488K +$2.69K +27 +0.6%
HPC
571
Hobart Private Capital
North Carolina
$484K -$8.86K -89 -2%
IIA
572
Integral Investment Advisors
California
$479K +$458K +4,605 New
IAIM
573
International Assets Investment Management
Florida
$479K -$200K -2,007 -30%
LA
574
LexAurum Advisors
Kansas
$477K +$9.06K +91 +2%
PFA
575
Pinnacle Family Advisors
Missouri
$476K +$39K +392 +9%
21 22
23
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