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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
576
Pallas Capital Advisors
Massachusetts
$585K -$438K -4,219 -43%
SSWM
577
Sheets Smith Wealth Management
North Carolina
$584K -$1.25K -12 -0.2%
JSL
578
JT Stratford LLC
Georgia
$580K -$74.9K -722 -12%
GIA
579
Gladstone Institutional Advisory
Florida
$579K -$18.8K -181 -3%
BHIA
580
Birch Hill Investment Advisors
Massachusetts
$578K – – –
TPI
581
Trust Point Inc
Wisconsin
$577K +$15K +145 +3%
PFA
582
Pinnacle Family Advisors
Missouri
$577K +$156K +1,502 +39%
AF
583
Alerus Financial
North Dakota
$571K – – –
S
584
Sachetta
Massachusetts
$562K – – –
DC
585
Davenport & Co
Virginia
$558K +$9.96K +96 +2%
NW
586
NewEdge Wealth
Pennsylvania
$554K -$71.8K -692 -12%
IBOK
587
Independence Bank of Kentucky
Kentucky
$550K -$82.9K -799 -14%
FNBT
588
FineMark National Bank & Trust
Florida
$550K – – –
GCM
589
Gables Capital Management
Florida
$539K – – –
RT
590
Rockland Trust
Massachusetts
$537K – – –
BFM
591
Boston Financial Management
Massachusetts
$536K -$104 -1 -0%
FEM
592
Fulcrum Equity Management
Texas
$536K -$91.9K -886 -15%
MA
593
MONECO Advisors
Connecticut
$536K -$2.49K -24 -0.5%
GFS
594
GYL Financial Synergies
Connecticut
$525K -$2.28K -22 -0.4%
WEG
595
World Equity Group
Illinois
$519K +$7.57K +73 +2%
MHR
596
Matthew Hamilton Rosenberg
$515K -$20.8K -200 -4%
GIA
597
GHP Investment Advisors
Colorado
$503K -$568K -5,477 -54%
RRCM
598
Rappaport Reiches Capital Management
Illinois
$503K – – –
SFC
599
Strategic Financial Concepts
Texas
$503K -$1.11M -10,694 -70%
FWA
600
FSC Wealth Advisors
New York
$499K +$102K +985 +27%
22 23
24
25 26