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iShares MSCI EAFE Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
751
Independent Advisor Alliance
North Carolina
$290K +$273K +2,590 New
TCOV
752
Trust Company of Vermont
Vermont
$290K +$248K +2,350 +987%
LWAM
753
Legacy Wealth Asset Management
Minnesota
$290K – – –
QCM
754
QRG Capital Management
Illinois
$288K +$272K +2,574 New
MWM
755
Modera Wealth Management
New Jersey
$287K – – –
OGF
756
Orin Green Financial
California
$287K – – –
AT
757
American Trust
Kentucky
$284K +$268K +2,539 New
VA
758
Vident Advisory
Georgia
$284K +$268K +2,539 New
HA
759
Herold Advisors
New York
$282K -$8.76K -83 -3%
CGL
760
Clarius Group LLC
Washington
$281K – – –
Lido Advisors
761
Lido Advisors
California
$280K -$27.6K -262 -10%
CSPIA
762
Cary Street Partners Investment Advisory
Virginia
$278K +$4.01K +38 +2%
LJAC
763
L.J. Altfest & Co
New York
$277K – – –
SFG
764
Synergy Financial Group
California
$277K – – –
BF
765
Bonfire Financial
Colorado
$276K +$39.5K +374 +18%
MPCL
766
My Personal CFO LLC
Washington
$274K – – –
First Trust Advisors
767
First Trust Advisors
Illinois
$270K +$254K +2,409 New
MSWM
768
McGlone Suttner Wealth Management
Wisconsin
$269K +$844 +8 +0.3%
OLVIG
769
Oliver Lagore Vanvalin Investment Group
Michigan
$269K +$283K +2,685 New
HTC
770
Haverford Trust Company
Pennsylvania
$268K – – –
WCFA
771
Walkner Condon Financial Advisors
Wisconsin
$268K -$1.58K -15 -0.6%
TSWM
772
Triangle Securities Wealth Management
North Carolina
$268K +$253K +2,394 New
FWM
773
Fonville Wealth Management
Virginia
$266K – – –
TW
774
TritonPoint Wealth
Maryland
$266K +$6.12K +58 +3%
YIM
775
Yoffe Investment Management
Pennsylvania
$264K – – –