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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
201
B. Riley Wealth Advisors
Florida
$364K +$74K +938 +26%
FHA
202
First Horizon Advisors
Tennessee
$361K – – –
SW
203
SVB Wealth
Massachusetts
$359K +$350K +4,440 New
SPC
204
Sigma Planning Corp
Michigan
$357K -$24K -304 -6%
TA
205
Trellis Advisors
Washington
$357K – – –
TSS
206
Two Sigma Securities
New York
$344K +$115K +1,451 +52%
CPO
207
Cerity Partners OCIO
New York
$344K +$336K +4,256 New
DHFB
208
Dixon Hubard Feinour & Brown
Virginia
$341K – – –
BWA
209
Burt Wealth Advisors
Maryland
$323K – – –
PAG
210
Private Advisor Group
New Jersey
$322K +$31.8K +403 +11%
EAM
211
Evanson Asset Management
California
$321K -$45.5K -576 -13%
BWM
212
Bernicke Wealth Management
Wisconsin
$318K +$237 +3 +0.1%
SSWM
213
Smith Salley Wealth Management
North Carolina
$306K +$299K +3,785 New
BWA
214
BDO Wealth Advisors
Florida
$305K -$2.53K -32 -0.8%
SFA
215
Sequoia Financial Advisors
Ohio
$305K – – –
MAS
216
Managed Account Services
Florida
$304K +$295K +3,743 New
OC
217
Oakworth Capital
Alabama
$301K – – –
IWA
218
Independence Wealth Advisors
Virginia
$297K +$290K +3,675 New
PPP
219
Private Portfolio Partners
New Jersey
$295K -$15.8K -200 -5%
RFC
220
Regions Financial Corp
Alabama
$283K -$42.5K -539 -13%
CFGS
221
Concourse Financial Group Securities
Alabama
$278K – – –
CWM
222
Confluence Wealth Management
Oregon
$277K – – –
DMC
223
Drexel Morgan & Co
Pennsylvania
$262K – – –
CA
224
Cortland Associates
Missouri
$254K – – –
CFS
225
CRA Financial Services
New Jersey
$251K -$25.3K -320 -9%
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9
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