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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
701
Triangle Securities Wealth Management
North Carolina
$299K +$25.7K +231 +10%
CA
702
Cortland Associates
Missouri
$298K – – –
MWA
703
Merkkuri Wealth Advisors
New York
$296K -$877K -7,869 -75%
CRIG
704
Charter Research & Investment Group
Connecticut
$296K +$47K +422 +19%
TCOV
705
Trust Company of Vermont
Vermont
$295K – – –
LWAM
706
Legacy Wealth Asset Management
Minnesota
$295K – – –
MWM
707
Modera Wealth Management
New Jersey
$293K +$1.45K +13 +0.5%
OGF
708
Orin Green Financial
California
$292K +$334 +3 +0.1%
MWP
709
Madison Wealth Partners
Wisconsin
$292K -$3.23K -29 -1%
IA
710
Inspire Advisors
Idaho
$287K +$45.6K +409 +19%
CGL
711
Clarius Group LLC
Washington
$285K – – –
EFL
712
ERn Financial LLC
Wisconsin
$285K -$16.5K -148 -6%
HTC
713
Haverford Trust Company
Pennsylvania
$283K +$10.3K +92 +4%
LJAC
714
L.J. Altfest & Co
New York
$282K – – –
SFG
715
Synergy Financial Group
California
$282K – – –
ESB
716
Essex Savings Bank
Connecticut
$282K -$20.5K -184 -7%
RS
717
Retirement Solution
Washington
$281K -$24.2K -217 -8%
GA
718
Goldstein Advisors
Wisconsin
$281K +$16.2K +145 +6%
BF
719
Bonfire Financial
Colorado
$281K – – –
HP
720
Holistic Planning
Texas
$277K -$101K -907 -27%
GWSA
721
Global Wealth Strategies & Associates
Colorado
$276K -$19.7K -177 -7%
MCA
722
MSH Capital Advisors
Arizona
$275K -$298K -2,671 -53%
MSWM
723
McGlone Suttner Wealth Management
Wisconsin
$274K – – –
GS
724
GTS Securities
Florida
$274K -$428K -3,843 -62%
WCFA
725
Walkner Condon Financial Advisors
Wisconsin
$273K – – –
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