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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
226
Cranbrook Wealth Management
Michigan
$4.26M +$216K +4,245 +5%
NSIM
227
North Star Investment Management
Illinois
$4.21M +$463K +9,113 +12%
WAS
228
Wealth Advisory Solutions
Indiana
$4.19M +$4.24M +83,416 New
PWMG
229
Provence Wealth Management Group
California
$4.19M +$688K +13,525 +19%
SGI
230
Summit Global Investments
Utah
$4.05M +$4.1M +80,642 New
PFPT
231
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.01M -$55.6K -1,093 -1%
TLFA
232
True Link Financial Advisors
California
$3.83M +$2.92M +57,432 +305%
MSWMA
233
Market Street Wealth Management Advisors
Indiana
$3.75M -$17M -334,671 -82%
SWM
234
Scissortail Wealth Management
Oklahoma
$3.74M +$4.28M +84,221 New
MYIA
235
Mount Yale Investment Advisors
Colorado
$3.74M -$66.8K -1,314 -2%
SC
236
Seldon Capital
California
$3.72M – – –
PWAG
237
Polaris Wealth Advisory Group
California
$3.72M +$219K +4,312 +6%
AWE
238
Avidian Wealth Enterprises
Texas
$3.71M -$50.1K -985 -1%
JIC
239
Johnson Investment Counsel
Ohio
$3.67M +$3.4M +66,855 +1,104%
ECG
240
Edge Capital Group
Georgia
$3.65M +$3.69M +72,639 New
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$3.64M -$363K -7,146 -9%
SWM
242
Southern Wealth Management
Texas
$3.63M -$7.92M -155,773 -68%
CC
243
Copperleaf Capital
North Carolina
$3.51M +$125K +2,464 +4%
GT
244
Greenleaf Trust
Michigan
$3.5M +$274K +5,386 +8%
WWP
245
WR Wealth Planners
Missouri
$3.49M +$3.53M +69,456 New
AWM
246
Apollon Wealth Management
South Carolina
$3.45M -$282K -5,544 -7%
SCM
247
SOL Capital Management
Maryland
$3.41M -$40.2K -790 -1%
CFO
248
Collective Family Office
Pennsylvania
$3.34M +$1.16M +22,769 +52%
VWM
249
Venturi Wealth Management
Texas
$3.32M +$3.36M +66,009 New
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$3.3M +$176K +3,457 +6%
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