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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
276
Montecito Bank & Trust
California
$7.18M +$190K +2,529 +3%
APP
277
Avantax Planning Partners
Iowa
$7.16M +$17.7K +235 +0.2%
GAM
278
Gotham Asset Management
New York
$7.16M – – –
SCM
279
Sterling Capital Management
North Carolina
$7.15M -$426K -5,666 -6%
MWM
280
Mosley Wealth Management
California
$7.12M +$40.6K +540 +0.5%
EPW
281
Endeavor Private Wealth
Kansas
$6.97M -$270K -3,594 -4%
PIA
282
Polaris Investment Advisors
Massachusetts
$6.94M +$140K +1,865 +2%
MCM
283
M1 Capital Management
Michigan
$6.89M -$2.93M -39,005 -30%
SHF
284
Stage Harbor Financial
Massachusetts
$6.89M -$11.8K -157 -0.2%
PS
285
Principal Securities
Iowa
$6.78M -$4.26M -56,686 -38%
OWCM
286
One Wealth Capital Management
Arizona
$6.7M -$303K -4,029 -4%
LF
287
Lantz Financial
Illinois
$6.67M +$158K +2,099 +2%
SVWG
288
Shared Vision Wealth Group
United States
$6.6M -$310K -4,130 -4%
LWA
289
Lifelong Wealth Advisors
Minnesota
$6.54M -$78.4K -1,043 -1%
CG
290
Clifford Group
Massachusetts
$6.39M +$72.7K +967 +1%
MWM
291
McNaughton Wealth Management
California
$6.37M +$2.52M +33,570 +64%
NFW
292
Noble Family Wealth
Florida
$6.35M +$394K +5,248 +7%
CWL
293
Causey Wealth LLC
Colorado
$6.34M -$175K -2,327 -3%
KV
294
Kickstand Ventures
New York
$6.3M -$304K -4,049 -5%
GWP
295
Gen-Wealth Partners
Michigan
$6.25M -$2.31M -30,733 -27%
CAG
296
Csenge Advisory Group
Florida
$6.21M -$163K -2,175 -3%
SYBT
297
Stock Yards Bank & Trust
Kentucky
$6.1M +$1.48M +19,641 +31%
SLP
298
Storen Legacy Partners
Indiana
$6.08M +$6.15M +81,829 New
CWP
299
Corepath Wealth Partners
Arizona
$6.03M +$59.4K +790 +1%
SWP
300
ShoreHaven Wealth Partners
New Jersey
$6.01M -$1.23M -16,432 -17%
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