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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
601
Beacon Financial Group
Texas
$538K +$12.3K +105 +2%
SCM
602
SCS Capital Management
Massachusetts
$533K -$2K -17 -0.4%
PL
603
Plancorp LLC
Missouri
$530K – – –
HCA
604
Harbour Capital Advisors
Virginia
$529K -$29.4K -250 -5%
NFP
605
Narus Financial Partners
Utah
$529K -$57.4K -488 -9%
LWPC
606
Legacy Wealth Partners (Colorado)
Colorado
$521K +$550K +4,677 New
IFG
607
Independent Financial Group
California
$519K +$51.7K +440 +10%
KFGK
608
Keystone Financial Group (Kentucky)
Kentucky
$518K +$544K +4,623 New
BWL
609
Bogart Wealth LLC
Virginia
$517K – – –
AIM
610
Athena Investment Management
California
$514K – – –
OWP
611
ORG Wealth Partners
Texas
$513K +$214K +1,823 +65%
IA
612
Inspire Advisors
Idaho
$508K +$157K +1,335 +41%
QCM
613
QRG Capital Management
Illinois
$508K -$671K -5,708 -56%
AWM
614
Aprio Wealth Management
Georgia
$506K +$11.5K +98 +2%
LCM
615
Leisure Capital Management
California
$499K – – –
EFG
616
Ehrlich Financial Group
California
$497K -$130K -1,103 -20%
PWA
617
Peterson Wealth Advisors
Utah
$492K +$9.29K +79 +2%
MIA
618
MainStreet Investment Advisors
Illinois
$490K +$58.7K +499 +13%
DWP
619
Daymark Wealth Partners
Ohio
$490K -$7.17K -61 -1%
MA
620
MONECO Advisors
Connecticut
$487K -$8.59K -73 -2%
PI
621
PFG Investments
New York
$485K +$266K +2,258 +108%
CA
622
Chatterton & Associates
California
$481K +$130K +1,103 +37%
GWANC
623
Guardian Wealth Advisors (North Carolina)
North Carolina
$476K -$173K -1,467 -26%
SPAS
624
Spectrum Planning & Advisory Services
California
$475K -$133K -1,135 -21%
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$472K -$1.41K -12 -0.3%
23 24
25
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