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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
676
Madison Wealth Partners
Wisconsin
$281K -$2.86K -28 -1%
LWA
677
Lantern Wealth Advisors
New York
$281K +$36K +352 +15%
TC
678
Trilogy Capital
California
$280K +$280K +2,741 New
EAM
679
Empirical Asset Management
Massachusetts
$278K +$277K +2,713 New
M1FG
680
Mach-1 Financial Group
Arkansas
$277K +$277K +2,708 New
BTWM
681
Baker Tilly Wealth Management
Wisconsin
$273K -$456K -4,457 -63%
FWM
682
Fonville Wealth Management
Virginia
$271K -$3.07K -30 -1%
APWA
683
Atlas Private Wealth Advisors
New Jersey
$270K +$270K +2,641 New
CA
684
Cortland Associates
Missouri
$267K – – –
RCA
685
Resonant Capital Advisors
Wisconsin
$266K -$174K -1,701 -40%
LWAM
686
Legacy Wealth Asset Management
Minnesota
$265K – – –
GA
687
Goldstein Advisors
Wisconsin
$263K – – –
CAS
688
Coppell Advisory Solutions
Texas
$262K +$262K +2,561 New
OGF
689
Orin Green Financial
California
$262K +$262K +2,560 New
OC
690
Oakworth Capital
Alabama
$260K – – –
LJAC
691
L.J. Altfest & Co
New York
$260K +$259K +2,538 New
FPGK
692
Financial Partners Group (Kansas)
Kansas
$259K -$43.4K -425 -14%
CGL
693
Clarius Group LLC
Washington
$256K – – –
ECM
694
Evergreen Capital Management
Washington
$255K – – –
TW
695
TritonPoint Wealth
Maryland
$255K -$17.1K -167 -6%
SFG
696
Synergy Financial Group
California
$253K – – –
EFL
697
ERn Financial LLC
Wisconsin
$252K – – –
RIL
698
Rothschild Investment LLC
Illinois
$251K +$245K +2,400 +4,286%
MIM
699
Miller Investment Management
Pennsylvania
$251K – – –
MPCL
700
My Personal CFO LLC
Washington
$250K -$2.96K -29 -1%
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