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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
726
GeoWealth Management
Illinois
$311K +$222K +1,888 +208%
XPN
727
XY Planning Network
Montana
$311K +$322K +2,739 New
HCMT
728
Highland Capital Management (Tennessee)
Tennessee
$310K -$32.5K -276 -9%
HWMG
729
Hurlow Wealth Management Group
Indiana
$309K -$1.18K -10 -0.4%
MWM
730
Maridea Wealth Management
New York
$308K +$54.4K +463 +20%
MPCG
731
Matrix Private Capital Group
New York
$308K +$72.7K +618 +29%
SP
732
Sequent Planning
Nebraska
$306K +$323K +2,743 New
RFA
733
Rollins Financial Advisors
New York
$304K +$55.7K +474 +21%
NA
734
Novus Advisors
South Carolina
$302K -$16K -136 -5%
AF
735
Advisornet Financial
Minnesota
$300K +$97.7K +831 +45%
EFL
736
ERn Financial LLC
Wisconsin
$300K +$20.2K +172 +7%
LBC
737
Lane Brothers & Co
Arizona
$300K -$26.9K -229 -8%
FA
738
Fedenia Advisers
Wisconsin
$300K +$74.2K +631 +31%
SPI
739
Sutton Place Investors
New York
$298K -$16.9K -144 -5%
FCA
740
FLC Capital Advisors
California
$297K – – –
FAL
741
Focused Alpha LLC
Colorado
$297K +$4.23K +36 +1%
MWP
742
Madison Wealth Partners
Wisconsin
$296K +$9.64K +82 +3%
ITG
743
Index Technologies Group
New York
$291K +$308K +2,616 New
CA
744
Cortland Associates
Missouri
$291K – – –
TAM
745
Tocqueville Asset Management
New York
$291K -$106K -900 -26%
BAMG
746
Brand Asset Management Group
Missouri
$291K +$307K +2,609 New
HTHT
747
Hemenway Trust Hemenway Trust
New Hampshire
$290K +$306K +2,600 New
LWAM
748
Legacy Wealth Asset Management
Minnesota
$288K -$7.64K -65 -2%
C
749
Certuity
Florida
$287K +$304K +2,581 New
CWM
750
Curtis Wealth Management
Nevada
$287K +$85.8K +730 +40%
28 29
30
31 32