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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
576
Freedom Investment Management
Connecticut
$671K +$130K +1,236 +26%
CCG
577
Cypress Capital Group
Florida
$668K – – –
AIA
578
Accelerate Investment Advisors
California
$667K -$40.4K -383 -6%
FA
579
Fedenia Advisers
Wisconsin
$666K -$21.8K -207 -3%
SIS
580
Sound Income Strategies
Florida
$664K -$403K -3,819 -39%
AA
581
Advisory Alpha
Michigan
$661K -$8.44K -80 -1%
SDWMA
582
Schneider Downs Wealth Management Advisors
Pennsylvania
$659K – – –
SG
583
StoneX Group
New York
$659K -$205K -1,940 -25%
EWM
584
Evercore Wealth Management
New York
$658K – – –
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$655K +$47.7K +452 +8%
MFG
586
MidWestOne Financial Group
Iowa
$655K – – –
FCFC
587
First Citizens Financial Corp
Iowa
$646K -$109K -1,035 -15%
S
588
Sachetta
Massachusetts
$639K -$1.69K -16 -0.3%
CCM
589
Coldstream Capital Management
Washington
$626K +$19.7K +187 +3%
CIS
590
Custom Index Systems
New York
$622K +$586K +5,552 New
SFA
591
Semmax Financial Advisors
North Carolina
$612K -$13.8K -131 -2%
BHIA
592
Birch Hill Investment Advisors
Massachusetts
$610K – – –
SCM
593
SCS Capital Management
Massachusetts
$605K -$1.02M -9,656 -64%
FEG
594
Fund Evaluation Group
Ohio
$603K – – –
BFP
595
Beacon Financial Planning
Massachusetts
$598K -$101K -957 -15%
LA
596
LexAurum Advisors
Kansas
$598K +$103K +979 +22%
AF
597
Alerus Financial
North Dakota
$598K +$3.69K +35 +0.7%
PCA
598
Pallas Capital Advisors
Massachusetts
$597K -$34.1K -323 -6%
RFA
599
Resurgent Financial Advisors
Georgia
$597K +$3.9K +37 +0.7%
CCG
600
Catalina Capital Group
California
$596K -$7.07K -67 -1%
22 23
24
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