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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
3LCM
376
3D/L Capital Management
Connecticut
$633K +$48.7K +939 +8%
STA
377
Summit Trail Advisors
New York
$627K +$639K +12,333 New
TA
378
Tiedemann Advisors
New York
$617K – – –
AWM
379
Avior Wealth Management
Nebraska
$616K +$26.7K +516 +4%
CAM
380
Campion Asset Management
Virginia
$615K +$113K +2,180 +22%
TA
381
TrueWealth Advisors
Alabama
$602K -$11.8K -227 -2%
VWA
382
V Wealth Advisors
Kansas
$600K -$23.5K -453 -4%
NWA
383
Navis Wealth Advisors
New York
$599K – – –
AA
384
Ancora Advisors
Ohio
$576K +$167K +3,214 +40%
GIA
385
GHP Investment Advisors
Colorado
$576K +$171K +3,308 +41%
AF
386
Allworth Financial
California
$573K +$332K +6,415 +132%
TP
387
Tranquility Partners
Tennessee
$571K +$183K +3,534 +46%
GRP
388
Global Retirement Partners
California
$556K +$32.3K +623 +6%
WI
389
WrapManager Inc
California
$551K +$19.8K +383 +4%
PIA
390
Perennial Investment Advisors
California
$551K +$23.4K +451 +4%
CPIG
391
Chicago Partners Investment Group
Illinois
$545K -$186K -3,584 -26%
PFA
392
Pinnacle Family Advisors
Missouri
$545K +$2.59K +50 +0.5%
CW
393
CreativeOne Wealth
Kansas
$538K +$289K +5,579 +112%
GLLW
394
Graves Light Lenhart Wealth
Virginia
$537K – – –
LA
395
LVW Advisors
New York
$537K – – –
DC
396
Davenport & Co
Virginia
$535K +$244K +4,702 +81%
AF
397
Alerus Financial
North Dakota
$529K – – –
OCM
398
One Capital Management
California
$525K -$39.3K -759 -7%
OPCM
399
Osborne Partners Capital Management
California
$524K -$62.5K -1,206 -10%
SB
400
Simmons Bank
Arkansas
$505K +$515K +9,947 New
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16
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