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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$250K +$242K +4,403 New
YP
227
Yellowstone Partners
Idaho
$249K +$44.7K +814 +22%
FWM
228
FFT Wealth Management
Pennsylvania
$239K +$3.35K +61 +1%
ATFA
229
All Terrain Financial Advisors
Minnesota
$236K +$235K +4,275 New
CWM
230
Calamos Wealth Management
Illinois
$233K -$19.2K -350 -8%
CWS
231
Cypress Wealth Services
California
$226K +$224K +4,087 New
CIA
232
Choate Investment Advisors
Massachusetts
$217K – – –
GRP
233
Global Retirement Partners
California
$212K +$7.3K +133 +4%
CP
234
Camelot Portfolios
Ohio
$207K – – –
CS
235
Comerica Securities
Michigan
$205K +$204K +3,713 New
WLIM
236
White Lighthouse Investment Management
Massachusetts
$204K +$203K +3,697 New
PWM
237
Paulson Wealth Management
Illinois
$189K +$188K +3,432 New
FAAS
238
First Allied Advisory Services
California
$175K -$1.75M -31,928 -91%
RFC
239
Regions Financial Corp
Alabama
$160K +$159K +2,895 New
AA
240
Advisory Alpha
Michigan
$129K -$51.8K -943 -30%
BWP
241
Baldwin Wealth Partners
Massachusetts
$123K – – –
FIB
242
First Interstate Bank
Montana
$120K – – –
SWM
243
SeaCrest Wealth Management
New York
$120K +$119K +2,167 New
CLOS
244
Compagnie Lombard Odier SCmA
Switzerland
$118K +$117K +2,122 New
RFA
245
Reilly Financial Advisors
California
$103K -$291K -5,304 -74%
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$103K +$47.9K +872 +94%
EWM
247
Evercore Wealth Management
New York
$100K +$1.65K +30 +2%
GEA
248
Glen Eagle Advisors
New Jersey
$98K – – –
CDIA
249
Capital Directions Investment Advisors
Georgia
$90K – – –
FPB
250
First PREMIER Bank
South Dakota
$87K – – –
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