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iShares MSCI EAFE Growth ETF
EFG

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
201
Gables Capital Management
Florida
$437K -$82.7K -1,021 -14%
SWM
202
SVA Wealth Management
Wisconsin
$430K – – –
JWCA
203
J.W. Cole Advisors
Florida
$426K -$505K -6,238 -51%
CGL
204
Clarius Group LLC
Washington
$423K -$387K -4,782 -45%
BWP
205
BSW Wealth Partners
Colorado
$418K +$12.7K +157 +3%
CL
206
CPWM LLC
Washington
$416K -$478K -5,902 -50%
BHIA
207
Birch Hill Investment Advisors
Massachusetts
$415K -$4.05K -50 -0.8%
OC
208
Oppenheimer & Co
New York
$414K +$29.7K +367 +7%
MC
209
Middleton & Co
Massachusetts
$410K – – –
AA
210
Argent Advisors
Louisiana
$406K +$3.24K +40 +0.7%
NFG
211
Next Financial Group
Texas
$401K -$147K -1,813 -24%
WCF
212
West Coast Financial
California
$401K -$60.8K -750 -12%
F
213
F3Logic
Minnesota
$400K -$43.6K -538 -9%
SW
214
SVB Wealth
Massachusetts
$395K +$54.7K +675 +14%
HCMT
215
Highland Capital Management (Tennessee)
Tennessee
$386K – – –
TAM
216
Tocqueville Asset Management
New York
$384K -$87.1K -1,075 -17%
ZCA
217
Zeke Capital Advisors
Pennsylvania
$384K +$438K +5,406 New
CFG
218
Citizens Financial Group
Rhode Island
$362K -$49K -605 -11%
MOS
219
MGO One Seven
Ohio
$361K -$116K -1,427 -22%
ABC
220
Associated Banc-Corp
Wisconsin
$357K -$299K -3,687 -42%
HTC
221
Haverford Trust Company
Pennsylvania
$356K – – –
LFG
222
LifePlan Financial Group
Ohio
$350K +$31.4K +388 +9%
FTIOP
223
Fiduciary Trust International of Pennsylvania
Pennsylvania
$350K +$398K +4,912 New
CAG
224
Csenge Advisory Group
Florida
$349K +$398K +4,913 New
AF
225
Advisornet Financial
Minnesota
$339K -$1.39M -17,185 -78%
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9
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