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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
751
Kelly Financial Group
Connecticut
$281K +$60.7K +516 +26%
PWA
752
Provenance Wealth Advisors
Florida
$279K – – –
AAS
753
Ameritas Advisory Services
Nebraska
$278K – – –
RS
754
Retirement Solution
Washington
$277K +$35.2K +299 +14%
LJAC
755
L.J. Altfest & Co
New York
$275K – – –
SFG
756
Synergy Financial Group
California
$275K – – –
SCA
757
Strathmore Capital Advisors
North Carolina
$275K +$271K +2,307 New
BF
758
Bonfire Financial
Colorado
$275K – – –
RFA
759
Resurgent Financial Advisors
Georgia
$274K +$289K +2,461 New
CWP
760
Cyndeo Wealth Partners
Florida
$274K -$31.4K -267 -10%
MPCL
761
My Personal CFO LLC
Washington
$273K – – –
GWSA
762
Global Wealth Strategies & Associates
Colorado
$273K +$2.94K +25 +1%
SC
763
Scotia Capital
Ontario, Canada
$271K +$71.6K +609 +33%
TP
764
TritonPoint Partners
Maryland
$270K +$41.6K +354 +17%
MSWM
765
McGlone Suttner Wealth Management
Wisconsin
$269K – – –
GA
766
Goldstein Advisors
Wisconsin
$269K +$4.7K +40 +2%
JFG
767
JMG Financial Group
Illinois
$269K -$119K -1,013 -30%
HFO
768
Heritage Family Offices
Arizona
$268K -$49.5K -421 -15%
B
769
Bedminster
South Carolina
$265K -$55.6K -473 -17%
FWM
770
Fonville Wealth Management
Virginia
$265K – – –
MCC
771
Money Concepts Capital
Florida
$264K +$278K +2,367 New
YIM
772
Yoffe Investment Management
Pennsylvania
$263K – – –
AWA
773
A4 Wealth Advisors
North Carolina
$262K -$66.4K -565 -19%
OC
774
Oakworth Capital
Alabama
$262K – – –
CRA
775
Clear Retirement Advice
California
$260K – – –
29 30
31
32 33