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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
176
WealthSource Partners
California
$461K – – –
TAM
177
Tocqueville Asset Management
New York
$447K -$146K -2,000 -24%
OC
178
Oppenheimer & Co
New York
$444K +$5.25K +72 +1%
WCF
179
West Coast Financial
California
$442K +$466K +6,395 New
BHIA
180
Birch Hill Investment Advisors
Massachusetts
$428K – – –
HCMT
181
Highland Capital Management (Tennessee)
Tennessee
$418K +$14.9K +205 +4%
WI
182
WrapManager Inc
California
$415K -$50.7K -696 -10%
CA
183
Cetera Advisors
Colorado
$412K +$31.9K +438 +8%
GFS
184
GYL Financial Synergies
Connecticut
$412K +$435K +5,965 New
LWS
185
Lucia Wealth Services
California
$411K -$631K -8,658 -59%
AA
186
Advisory Alpha
Michigan
$399K +$58.9K +809 +17%
HTC
187
Haverford Trust Company
Pennsylvania
$398K – – –
MC
188
Middleton & Co
Massachusetts
$398K – – –
SS
189
Simplicity Solutions
Minnesota
$390K -$21.4M -293,096 -98%
SBH
190
Segall Bryant & Hamill
Illinois
$375K -$50K -686 -11%
WS
191
Wedbush Securities
California
$369K -$14.9K -204 -4%
CFG
192
Citizens Financial Group
Rhode Island
$369K – – –
TWP
193
Total Wealth Planning
Ohio
$360K +$380K +5,218 New
AWM
194
AE Wealth Management
Kansas
$352K -$17.1M -234,476 -98%
CWM
195
Confluence Wealth Management
Oregon
$351K +$370K +5,077 New
SPC
196
Sigma Planning Corp
Michigan
$350K -$53K -728 -13%
AW
197
ACG Wealth
Georgia
$348K -$947 -13 -0.3%
BWA
198
Burt Wealth Advisors
Maryland
$345K +$72.9K +1,000 +25%
EAM
199
Evanson Asset Management
California
$343K -$5.68K -78 -2%
ABC
200
Associated Banc-Corp
Wisconsin
$340K -$87K -1,194 -20%
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