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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
801
Colonial Trust
South Carolina
$38.3K – – –
CFO
802
CVA Family Office
Colorado
$38K – – –
EW
803
Element Wealth
Mississippi
$37.2K -$613 -6 -2%
RL
804
Rogco LP
Oklahoma
$35.5K -$17.9K -175 -34%
CA
805
Clearstead Advisors
Ohio
$34K – – –
IFAM
806
Institutional & Family Asset Management
Colorado
$33K +$102 +1 +0.3%
PFM
807
Phillips Financial Management
Indiana
$32.7K +$12.2K +119 +59%
AIM
808
Anchor Investment Management
South Carolina
$30.8K – – –
PPC
809
Park Place Capital
Alabama
$30.4K -$14.3K -140 -32%
BWP
810
Baldwin Wealth Partners
Massachusetts
$29.7K – – –
RWM
811
Ruedi Wealth Management
Illinois
$29.3K – – –
WIA
812
Wetzel Investment Advisors
Indiana
$27K – – –
AAP
813
Arax Advisory Partners
Colorado
$26.5K +$15.1K +148 +133%
RTC
814
Riverview Trust Company
Washington
$25.4K – – –
TF
815
Tompkins Financial
New York
$22.4K +$22.4K +219 New
GWANC
816
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.5K – – –
TWP
817
Triad Wealth Partners
Kansas
$20.2K +$20.1K +197 New
POIA
818
Pin Oak Investment Advisors
Texas
$20K – – –
PCMC
819
Private Capital Management (Colorado)
Colorado
$18.4K -$511 -5 -3%
S
820
SignatureFD
Georgia
$17.4K – – –
ADL
821
Asset Dedication LLC
California
$17K – – –
W
822
WealthCollab
Washington
$17K +$204 +2 +1%
EWM
823
EPG Wealth Management
Georgia
$16.6K -$16.6K -162 Closed
WOSD
824
WFA of San Diego
California
$16.1K +$16K +157 New
HT
825
Headlands Technologies
Illinois
$15.6K +$15.5K +152 New
31 32
33
34 35