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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
201
Tocqueville Asset Management
New York
$560K – – –
S
202
Surevest
California
$555K +$536K +6,419 New
WCF
203
West Coast Financial
California
$553K – – –
GFS
204
GYL Financial Synergies
Connecticut
$552K +$35K +419 +7%
CAN
205
Cetera Advisor Networks
California
$536K -$117K -1,407 -18%
F
206
F3Logic
Minnesota
$534K +$515K +6,177 New
WS
207
Wedbush Securities
California
$530K -$668 -8 -0.1%
SWM
208
SVA Wealth Management
Wisconsin
$523K – – –
BHIA
209
Birch Hill Investment Advisors
Massachusetts
$509K – – –
DI
210
Disciplined Investments
Oklahoma
$505K +$487K +5,842 New
MC
211
Middleton & Co
Massachusetts
$498K – – –
BWP
212
BSW Wealth Partners
Colorado
$494K -$12.8K -153 -3%
CFG
213
Citizens Financial Group
Rhode Island
$492K – – –
AA
214
Argent Advisors
Louisiana
$491K +$473K +5,665 New
VAS
215
Vestmark Advisory Solutions
Massachusetts
$473K -$480K -5,748 -36%
OC
216
Oppenheimer & Co
New York
$471K -$65.8K -788 -13%
IWM
217
IHT Wealth Management
Illinois
$471K +$455K +5,448 New
HCMT
218
Highland Capital Management (Tennessee)
Tennessee
$469K +$83 +1 +0%
RJT
219
Raymond James Trust
Florida
$468K +$43K +515 +11%
SBH
220
Segall Bryant & Hamill
Illinois
$452K -$8.76K -105 -2%
WI
221
WrapManager Inc
California
$435K +$3.67K +44 +0.9%
HTC
222
Haverford Trust Company
Pennsylvania
$433K -$106K -1,273 -20%
SW
223
SVB Wealth
Massachusetts
$422K -$83 -1 -0%
TWP
224
Total Wealth Planning
Ohio
$417K – – –
TGAM
225
TBH Global Asset Management
Tennessee
$410K +$396K +4,741 New
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9
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