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iShares MSCI EAFE Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Calton & Associates
Florida
$223K +$54.1K +663 +31%
AF
202
Advisornet Financial
Minnesota
$222K +$161K +1,968 +248%
SAM
203
Summit Asset Management
Tennessee
$219K -$122K -1,497 -35%
HS
204
Huntington Steele
Pennsylvania
$218K – – –
FLA
205
Financial Life Advisors
Texas
$216K – – –
SEI Investments
206
SEI Investments
Pennsylvania
$215K +$201K +2,462 +1,145%
BAC
207
Boys Arnold & Co
North Carolina
$215K +$216K +2,650 New
IA
208
IFP Advisors
Florida
$213K – – –
NFG
209
Next Financial Group
Texas
$210K +$214K +2,617 New
NPF
210
Norris Perne & French
Michigan
$204K -$85.7K -1,050 -29%
QCG
211
Quadrant Capital Group
Ohio
$200K +$204K +2,500 New
HWP
212
Hefty Wealth Partners
Indiana
$196K +$134K +1,637 +204%
EA
213
Edge Advisors
Georgia
$179K – – –
BWP
214
Baldwin Wealth Partners
Massachusetts
$153K – – –
FPFS
215
First Personal Financial Services
North Carolina
$142K -$498K -6,100 -78%
IDBONY
216
Israel Discount Bank of New York
New York
$137K – – –
VFA
217
Valeo Financial Advisors
Indiana
$124K +$37K +453 +42%
RFA
218
Reilly Financial Advisors
California
$111K -$3.67K -45 -3%
MFT
219
Moisand Fitzgerald Tamayo
Florida
$105K – – –
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$103K – – –
Bessemer Group
221
Bessemer Group
New Jersey
$100K – – –
IBOK
222
Independence Bank of Kentucky
Kentucky
$97K +$70.5K +863 +254%
SWP
223
Stratos Wealth Partners
Ohio
$95K -$33K -404 -26%
M
224
MOTCO
Texas
$95K – – –
VNA
225
Valley National Advisers
Pennsylvania
$95K – – –