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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
201
Sheets Smith Wealth Management
North Carolina
$212K -$478K -5,905 -69%
SFG
202
SNS Financial Group
Minnesota
$210K -$431K -5,319 -67%
BAC
203
Boys Arnold & Co
North Carolina
$209K – – –
TA
204
Tiedemann Advisors
New York
$202K +$207K +2,559 New
FCI
205
Financial Counselors Inc
Kansas
$202K +$208K +2,568 New
KWM
206
Kingsview Wealth Management
Oregon
$201K +$207K +2,557 New
IA
207
IFP Advisors
Florida
$184K -$24.9K -307 -12%
EA
208
Edge Advisors
Georgia
$169K -$6.08K -75 -3%
BWP
209
Baldwin Wealth Partners
Massachusetts
$150K – – –
FHA
210
Flagship Harbor Advisors
Massachusetts
$135K +$140K +1,725 New
IDBONY
211
Israel Discount Bank of New York
New York
$134K – – –
BAMG
212
Brand Asset Management Group
Missouri
$130K +$133K +1,645 New
QCG
213
Quadrant Capital Group
Ohio
$126K -$72.9K -900 -36%
VFA
214
Valeo Financial Advisors
Indiana
$121K – – –
RFA
215
Reilly Financial Advisors
California
$113K +$4.05K +50 +4%
MFT
216
Moisand Fitzgerald Tamayo
Florida
$103K – – –
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$101K – – –
M
218
MOTCO
Texas
$93K – – –
VNA
219
Valley National Advisers
Pennsylvania
$93K – – –
WB
220
Webster Bank
Connecticut
$93K – – –
IBOK
221
Independence Bank of Kentucky
Kentucky
$87K -$7.86K -97 -8%
CBT
222
Capital Bank & Trust
California
$85K +$87.5K +1,080 New
FNB
223
Farmers National Bank
Kentucky
$84K – – –
PCIA
224
Prime Capital Investment Advisors
Kansas
$82K – – –
BCWM
225
Bartlett & Co Wealth Management
Ohio
$79K – – –
7 8
9
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