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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
376
NCM Capital Management
New Jersey
$1.06M +$293K +6,146 +34%
WA
377
Waverly Advisors
Alabama
$1.05M – – –
SWM
378
Soundmark Wealth Management
Washington
$1.05M +$16.8K +352 +1%
MLA
379
My Legacy Advisors
Oregon
$1.04M +$767K +16,117 +187%
FG
380
Foster Group
Iowa
$1.01M +$148K +3,116 +15%
CA
381
Clearstead Advisors
Ohio
$991K +$169K +3,559 +18%
IF
382
Intrua Financial
Texas
$978K -$25.8K -542 -2%
TFA
383
Teamwork Financial Advisors
Texas
$972K -$170K -3,575 -14%
STA
384
Summit Trail Advisors
New York
$969K +$433K +9,095 +69%
SP
385
Successful Portfolios
Florida
$959K +$42.1K +885 +4%
AG
386
Ascent Group
Virginia
$945K -$1.64M -34,405 -62%
LSAG
387
Lake Street Advisors Group
New Hampshire
$935K -$917K -19,264 -47%
OWA
388
Opal Wealth Advisors
New York
$934K +$1.02M +21,513 New
AR
389
Apeiron RIA
Texas
$925K +$3.97M +83,380 +139%
FP
390
Financial Perspectives
Minnesota
$922K +$7.81K +164 +0.8%
CAL
391
Capital Analysts LLC
Pennsylvania
$920K +$899K +18,883 +821%
PCIG
392
Partners Capital Investment Group
Massachusetts
$914K +$1M +21,054 New
WCM
393
Windham Capital Management
Massachusetts
$904K +$6.19K +130 +0.6%
ABC
394
Associated Banc-Corp
Wisconsin
$894K +$3.48K +73 +0.4%
MHR
395
Matthew Hamilton Rosenberg
$892K -$210K -4,403 -18%
SFG
396
Sovereign Financial Group
Connecticut
$883K +$231K +4,859 +31%
AFA
397
American Financial Advisors
Georgia
$866K -$112K -2,360 -11%
PCS
398
Personal CFO Solutions
New Jersey
$866K +$194K +4,082 +26%
OLVIG
399
Oliver Lagore Vanvalin Investment Group
Michigan
$864K +$60K +1,260 +7%
AA
400
Ancora Advisors
Ohio
$864K +$200K +4,204 +27%
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