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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
751
Monterey Private Wealth
California
$245K +$250K +2,449 New
MPCL
752
My Personal CFO LLC
Washington
$245K – – –
CSPIA
753
Cary Street Partners Investment Advisory
Virginia
$244K -$194K -1,908 -44%
MWA
754
MN Wealth Advisors
Kansas
$244K +$249K +2,440 New
WCFA
755
Walkner Condon Financial Advisors
Wisconsin
$241K +$246K +2,410 New
HTC
756
Haverford Trust Company
Pennsylvania
$240K – – –
MSWM
757
McGlone Suttner Wealth Management
Wisconsin
$240K -$72K -706 -23%
OWP
758
ORG Wealth Partners
Texas
$238K +$17.8K +175 +8%
TSS
759
Two Sigma Securities
New York
$237K +$242K +2,373 New
SEIA
760
Signature Estate & Investment Advisors
California
$237K -$20.9M -205,157 -99%
KFG
761
Kelly Financial Group
Connecticut
$236K -$53.5K -525 -18%
YIM
762
Yoffe Investment Management
Pennsylvania
$236K – – –
OC
763
Oakworth Capital
Alabama
$236K – – –
PFA
764
Professional Financial Advisors
Nebraska
$235K +$240K +2,352 New
VFPW
765
Vantage Financial Partners (Wisconsin)
Wisconsin
$235K -$277K -2,716 -54%
PCM
766
Pointe Capital Management
Michigan
$234K +$239K +2,342 New
GA
767
Goldstein Advisors
Wisconsin
$233K -$408 -4 -0.2%
TW
768
TritonPoint Wealth
Maryland
$232K -$15.2K -149 -6%
MC
769
Montag & Caldwell
Georgia
$229K -$3.77K -37 -2%
IAIM
770
International Assets Investment Management
Florida
$229K -$93.2K -914 -29%
HH
771
Hilltop Holdings
Texas
$229K -$106K -1,038 -31%
FBB
772
Fulton Breakefield Broenniman
Maryland
$226K -$47.2K -463 -17%
MIM
773
Miller Investment Management
Pennsylvania
$225K -$20.9K -205 -8%
LIG
774
Lokken Investment Group
Delaware
$222K -$56.8K -557 -20%
SHF
775
Stage Harbor Financial
Massachusetts
$222K -$16.2K -159 -7%
29 30
31
32 33