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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
576
FineMark National Bank & Trust
Florida
$523K -$100K -982 -16%
DC
577
Davenport & Co
Virginia
$520K +$271K +2,647 +109%
TAM
578
Tocqueville Asset Management
New York
$516K -$56.2K -550 -10%
PI
579
Pachira Investments
California
$513K +$4.39K +43 +0.9%
GCM
580
Gables Capital Management
Florida
$512K – – –
MA
581
MONECO Advisors
Connecticut
$511K -$417K -4,080 -45%
RT
582
Rockland Trust
Massachusetts
$511K -$17K -166 -3%
BFM
583
Boston Financial Management
Massachusetts
$510K – – –
AWM
584
Able Wealth Management
New Jersey
$509K -$41.2K -403 -7%
MHR
585
Matthew Hamilton Rosenberg
$509K +$113K +1,110 +29%
SAM
586
Strategy Asset Managers
California
$507K +$319K +3,120 +142%
TA
587
TrueWealth Advisors
Alabama
$503K +$131K +1,283 +35%
GFS
588
GYL Financial Synergies
Connecticut
$501K +$204 +2 +0%
CFO
589
Colony Family Offices
North Carolina
$494K – – –
WEG
590
World Equity Group
Illinois
$485K -$173K -1,689 -26%
RRCM
591
Rappaport Reiches Capital Management
Illinois
$478K -$2.76K -27 -0.6%
SPWG
592
Syntegra Private Wealth Group
Missouri
$473K +$111K +1,085 +31%
KFS
593
Kelly Financial Services
Massachusetts
$469K +$139K +1,362 +42%
AIM
594
Athena Investment Management
California
$464K +$10.2K +100 +2%
IAN
595
Integrated Advisors Network
Texas
$463K +$9.1K +89 +2%
LCM
596
Leisure Capital Management
California
$462K – – –
SFSG
597
Sound Financial Strategies Group
Mississippi
$457K +$457K +4,469 New
SF
598
Summit Financial
New Jersey
$455K +$237K +2,317 +109%
PFS
599
Prospera Financial Services
Texas
$453K +$6.24K +61 +1%
WANY
600
Wealthspire Advisors (New York)
New York
$452K -$212K -2,073 -32%
22 23
24
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