We are live on ! Find out more
EFG icon

iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Modera Wealth Management
New Jersey
$266K -$27.9K -243 -9%
HP
727
Holistic Planning
Texas
$265K -$12.6K -110 -5%
MWM
728
Maridea Wealth Management
New York
$262K +$19.4K +169 +8%
BWM
729
Bernicke Wealth Management
Wisconsin
$260K +$262K +2,283 New
MWA
730
Midland Wealth Advisors
Illinois
$260K – – –
WP
731
Walleye Partners
Wisconsin
$258K +$260K +2,265 New
FBB
732
Fulton Breakefield Broenniman
Maryland
$257K – – –
RFA
733
Rollins Financial Advisors
New York
$257K – – –
FCH
734
Freestone Capital Holdings
Washington
$257K +$37.4K +326 +17%
AT
735
American Trust
Kentucky
$256K -$47.2K -412 -16%
PFGIA
736
Patriot Financial Group Insurance Agency
Massachusetts
$255K -$76.8K -670 -23%
RW
737
Ridgeline Wealth
Arizona
$255K -$173K -1,506 -40%
BTWM
738
Baker Tilly Wealth Management
Wisconsin
$253K +$254K +2,218 New
BBWP
739
Beacon Bridge Wealth Partners
Pennsylvania
$252K -$3.13M -27,280 -93%
RS
740
Retirement Solution
Washington
$249K -$32.3K -282 -11%
DF
741
Daviman Financial
Indiana
$249K +$251K +2,188 New
CFD
742
Creative Financial Designs
Indiana
$249K -$605K -5,273 -71%
FG
743
Foster Group
Iowa
$246K -$90.9K -793 -27%
CW
744
Channel Wealth
California
$246K -$10.4K -91 -4%
SIS
745
Sound Income Strategies
Florida
$245K -$471K -4,110 -67%
MPCG
746
Matrix Private Capital Group
New York
$244K +$5.73K +50 +2%
FPGK
747
Financial Partners Group (Kansas)
Kansas
$244K -$2.87K -25 -1%
CFS
748
CRA Financial Services
New Jersey
$242K – – –
NCM
749
Neumann Capital Management
California
$242K – – –
ANBT
750
American National Bank & Trust
Texas
$241K – – –
28 29
30
31 32