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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
551
NewEdge Wealth
Pennsylvania
$597K +$4.6K +45 +0.8%
SIS
552
Sound Income Strategies
Florida
$596K +$30.4K +297 +5%
AWM
553
Axxcess Wealth Management
California
$591K -$79.2K -775 -12%
WS
554
Wedbush Securities
California
$590K +$123K +1,199 +26%
SG
555
StoneX Group
New York
$580K -$24.7K -242 -4%
GIA
556
Gladstone Institutional Advisory
Florida
$569K -$130K -1,268 -19%
MFG
557
MidWestOne Financial Group
Iowa
$569K – – –
OLVIG
558
Oliver Lagore Vanvalin Investment Group
Michigan
$566K +$163K +1,593 +40%
9WM
559
9258 Wealth Management
Ohio
$564K +$1.43K +14 +0.3%
VWWMG
560
Vermillion & White Wealth Management Group
Pennsylvania
$564K +$6.64K +65 +1%
MBT
561
Montecito Bank & Trust
California
$564K +$2.66K +26 +0.5%
WTB
562
Washington Trust Bank
Washington
$564K -$121K -1,180 -18%
BHPW
563
Beverly Hills Private Wealth
California
$563K +$180K +1,760 +47%
GM
564
GeoWealth Management
Illinois
$557K +$203K +1,987 +57%
SSWM
565
Sheets Smith Wealth Management
North Carolina
$556K +$4.19K +41 +0.8%
AF
566
Allworth Financial
California
$555K -$169K -1,652 -23%
BHIA
567
Birch Hill Investment Advisors
Massachusetts
$550K – – –
AF
568
Alerus Financial
North Dakota
$542K -$6.24K -61 -1%
ABC
569
Associated Banc-Corp
Wisconsin
$539K -$1.12K -11 -0.2%
TPI
570
Trust Point Inc
Wisconsin
$534K +$8.69K +85 +2%
MFG
571
Magnus Financial Group
New York
$531K +$174K +1,707 +49%
SWP
572
Semus Wealth Partners
Florida
$531K +$204K +1,998 +63%
S
573
Sachetta
Massachusetts
$529K +$8.79K +86 +2%
PIA
574
Perennial Investment Advisors
California
$528K +$188K +1,837 +55%
MWA
575
Midland Wealth Advisors
Illinois
$527K +$13.2K +129 +3%
21 22
23
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