EFV icon

iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
276
Market Street Wealth Management Advisors
Indiana
$3.07M -$64.1K -1,477 -2%
SFA
277
Source Financial Advisors
New York
$3.06M +$967K +22,265 +50%
AWM
278
Avaii Wealth Management
Wisconsin
$3.04M -$1.79M -41,324 -38%
MLA
279
My Legacy Advisors
Oregon
$3M +$1.08M +24,907 +69%
WA
280
Wambolt & Associates
Colorado
$3M +$23.4K +538 +0.8%
FWMM
281
Foundation Wealth Management (Missouri)
Missouri
$2.95M +$2.79M +64,211 New
FEG
282
Fund Evaluation Group
Ohio
$2.93M – – –
CC
283
Copperleaf Capital
North Carolina
$2.93M +$14.8K +341 +0.5%
VW
284
Vance Wealth
California
$2.89M -$577K -13,298 -17%
TC
285
Telemus Capital
Michigan
$2.85M +$1.02M +23,392 +64%
WWP
286
WR Wealth Planners
Missouri
$2.83M -$182K -4,182 -6%
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
$2.83M -$59.7K -1,375 -2%
UAS
288
United Asset Strategies
New York
$2.83M +$164K +3,786 +7%
PFBT
289
Parkside Financial Bank & Trust
Missouri
$2.81M +$662K +15,244 +33%
LF
290
Lantz Financial
Illinois
$2.77M -$13.9K -320 -0.5%
VWM
291
Venturi Wealth Management
Texas
$2.75M +$135K +3,116 +5%
CFO
292
Collective Family Office
Pennsylvania
$2.73M +$39.6K +912 +2%
BWM
293
Baystate Wealth Management
Massachusetts
$2.68M +$770K +17,741 +44%
CWM
294
Cranbrook Wealth Management
Michigan
$2.64M -$613K -14,116 -20%
SFSG
295
Sound Financial Strategies Group
Mississippi
$2.58M +$2.44M +56,305 New
AL
296
ADE LLC
Maryland
$2.57M +$2.43M +55,908 New
BAM
297
Belpointe Asset Management
Nevada
$2.53M +$248K +5,705 +12%
SCM
298
SOL Capital Management
Maryland
$2.47M -$789K -18,175 -25%
GRP
299
Global Retirement Partners
California
$2.44M +$367K +8,449 +19%
WAL
300
W Advisors LLC
Tennessee
$2.42M +$520K +11,987 +29%
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