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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
176
Tocqueville Asset Management
New York
$447K -$146K -2,000 -24%
OC
177
Oppenheimer & Co
New York
$444K +$5.25K +72 +1%
WCF
178
West Coast Financial
California
$442K +$466K +6,395 New
BHIA
179
Birch Hill Investment Advisors
Massachusetts
$428K – – –
HCMT
180
Highland Capital Management (Tennessee)
Tennessee
$418K +$14.9K +205 +4%
WI
181
WrapManager Inc
California
$415K -$50.7K -696 -10%
CA
182
Cetera Advisors
Colorado
$412K +$31.9K +438 +8%
GFS
183
GYL Financial Synergies
Connecticut
$412K +$435K +5,965 New
LWS
184
Lucia Wealth Services
California
$411K -$631K -8,658 -59%
AA
185
Advisory Alpha
Michigan
$399K +$58.9K +809 +17%
HTC
186
Haverford Trust Company
Pennsylvania
$398K – – –
MC
187
Middleton & Co
Massachusetts
$398K – – –
SS
188
Simplicity Solutions
Minnesota
$390K -$21.4M -293,096 -98%
SBH
189
Segall Bryant & Hamill
Illinois
$375K -$50K -686 -11%
WS
190
Wedbush Securities
California
$369K -$14.9K -204 -4%
CFG
191
Citizens Financial Group
Rhode Island
$369K – – –
TWP
192
Total Wealth Planning
Ohio
$360K +$380K +5,218 New
AWM
193
AE Wealth Management
Kansas
$352K -$17.1M -234,476 -98%
CWM
194
Confluence Wealth Management
Oregon
$351K +$370K +5,077 New
SPC
195
Sigma Planning Corp
Michigan
$350K -$53K -728 -13%
AW
196
ACG Wealth
Georgia
$348K -$947 -13 -0.3%
BWA
197
Burt Wealth Advisors
Maryland
$345K +$72.9K +1,000 +25%
EAM
198
Evanson Asset Management
California
$343K -$5.68K -78 -2%
ABC
199
Associated Banc-Corp
Wisconsin
$340K -$87K -1,194 -20%
SFA
200
Sequoia Financial Advisors
Ohio
$332K +$8.52K +117 +2%
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