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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
651
Regis Management Company
California
$235K – – –
EFL
652
ERn Financial LLC
Wisconsin
$235K – – –
LFA
653
LGT Financial Advisors
Texas
$234K +$233K +2,454 New
TIA
654
Traphagen Investment Advisors
New Jersey
$234K -$21K -221 -4%
FFM
655
Forum Financial Management
Illinois
$233K +$761 +8 +0.3%
SAMC
656
Spectrum Asset Management (California)
California
$232K – – –
WTB
657
Washington Trust Bank
Washington
$232K -$223K -2,347 -49%
MA
658
MKT Advisors
California
$231K -$39.4K -414 -15%
PP
659
Prosperity Planning
Missouri
$227K +$9.89K +104 +5%
WF
660
Welch & Forbes
Massachusetts
$225K +$224K +2,356 New
WPW
661
Waldron Private Wealth
Pennsylvania
$225K – – –
MOS
662
MGO One Seven
Ohio
$225K -$6.39M -67,214 -97%
W
663
WealthOne
New York
$222K +$222K +2,331 New
BFP
664
Beacon Financial Planning
Massachusetts
$222K -$17.8K -187 -7%
GFA
665
Gallagher Fiduciary Advisors
Illinois
$220K +$220K +2,309 New
CM
666
Columbus Macro
Pennsylvania
$219K +$218K +2,296 New
BFG
667
Buttonwood Financial Group
Missouri
$217K +$216K +2,270 New
ISWM
668
Independent Solutions Wealth Management
New York
$217K -$83.8K -881 -28%
CFS
669
CRA Financial Services
New Jersey
$216K – – –
AWA
670
Arkadios Wealth Advisors
Georgia
$216K +$5.33K +56 +3%
PMFA
671
Plante Moran Financial Advisors
Michigan
$215K +$5.52K +58 +3%
LNWWM
672
Laird Norton Wetherby Wealth Management
California
$214K – – –
LSIA
673
LaSalle St. Investment Advisors
Illinois
$214K +$214K +2,251 New
ES
674
Eagle Strategies
New York
$212K +$211K +2,217 New
TMWM
675
Taylor & Morgan Wealth Management
Michigan
$210K +$209K +2,200 New
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