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iShares MSCI EAFE Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
626
Jaffetilchin Investment Partners
Florida
$269K +$2.19K +23 +0.8%
AFP
627
Ausdal Financial Partners
Iowa
$265K -$93.1K -979 -26%
OWA
628
Opal Wealth Advisors
New York
$264K +$263K +2,768 New
Financial Engines Advisors
629
Financial Engines Advisors
California
$263K +$50.2K +528 +24%
OC
630
Oakworth Capital
Alabama
$261K -$10.9K -115 -4%
MWP
631
Madison Wealth Partners
Wisconsin
$252K +$252K +2,644 New
Wealth Enhancement Advisory Services
632
Wealth Enhancement Advisory Services
Minnesota
$252K +$6.94K +73 +3%
WB
633
WesBanco Bank
West Virginia
$252K +$6.75K +71 +3%
KIG
634
Kowal Investment Group
Wisconsin
$250K -$101K -1,065 -29%
LWAM
635
Legacy Wealth Asset Management
Minnesota
$247K – – –
APWA
636
Atlas Private Wealth Advisors
New Jersey
$247K +$246K +2,586 New
KWA
637
Kingswood Wealth Advisors
California
$244K +$244K +2,562 New
OGF
638
Orin Green Financial
California
$244K – – –
DIM
639
Delta Investment Management
California
$244K – – –
LC
640
Lindbrook Capital
California
$242K – – –
MIM
641
Miller Investment Management
Pennsylvania
$242K – – –
KeyBank National Association
642
KeyBank National Association
Ohio
$242K +$241K +2,534 New
TC
643
Trilogy Capital
California
$241K -$64.7K -680 -21%
CGL
644
Clarius Group LLC
Washington
$239K – – –
FCB
645
First County Bank
Connecticut
$239K – – –
ECM
646
Evergreen Capital Management
Washington
$238K +$237K +2,491 New
LSA
647
Lion Street Advisors
Texas
$237K +$203K +2,139 New
CAS
648
Coppell Advisory Solutions
Texas
$237K +$239K +2,515 New
MPCL
649
My Personal CFO LLC
Washington
$236K – – –
TFF
650
The Family Firm
Maryland
$235K -$4.66K -49 -2%