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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
201
Perigon Wealth Management
California
$6.81M +$2.75M +22,801 +71%
CFO
202
Callan Family Office
Pennsylvania
$6.8M -$630K -5,227 -9%
W
203
Wealthquest
Ohio
$6.78M -$861K -7,144 -12%
CSPIA
204
Cary Street Partners Investment Advisory
Virginia
$6.65M +$1.85M +15,308 +40%
TPWA
205
Twin Peaks Wealth Advisors
California
$6.61M +$1.05M +8,730 +20%
NW
206
NewEdge Wealth
Pennsylvania
$6.61M -$214K -1,776 -3%
LFWA
207
LiftPoint Family Wealth Advisors
New Jersey
$6.59M +$351K +2,907 +6%
LWM
208
Liberty Wealth Management
California
$6.45M – – –
FAM
209
Forte Asset Management
New York
$6.44M +$83.9K +696 +1%
SCM
210
Sterling Capital Management
North Carolina
$6.35M -$485K -4,023 -7%
RWP
211
Revolve Wealth Partners
New Jersey
$6.26M -$118K -979 -2%
GWP
212
Gateway Wealth Partners
Wisconsin
$6.2M -$4.18M -34,653 -41%
BRWA
213
B. Riley Wealth Advisors
Florida
$6.18M +$71.9K +596 +1%
SCA
214
Snowden Capital Advisors
New York
$6.16M +$4.39M +36,426 +278%
CIAS
215
CFS Investment Advisory Services
New Jersey
$6.15M -$416K -3,451 -6%
1WM
216
1900 Wealth Management
Texas
$6.13M +$31.2K +259 +0.5%
OAP
217
One Advisory Partners
Kansas
$6.13M +$3.44M +28,556 +138%
AIM
218
Advyzon Investment Management
Illinois
$6.12M -$1.58M -13,142 -21%
MFS
219
Montgomery Financial Services
Maryland
$6.12M +$5.93M +49,158 New
WWA
220
WCG Wealth Advisors
Nevada
$6.07M +$5.88M +48,789 New
CA
221
CoreCap Advisors
Michigan
$6.05M -$207K -1,714 -3%
KCM
222
Kathmere Capital Management
Pennsylvania
$6.02M -$126K -1,044 -2%
SWM
223
SigFig Wealth Management
California
$6.01M +$286K +2,368 +5%
OWCM
224
One Wealth Capital Management
Arizona
$5.97M +$1.21M +9,994 +26%
KCM
225
Key Capital Management
Tennessee
$5.95M +$1.18M +9,781 +26%
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