We are live on ! Find out more
EFV icon

iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
376
FDx Advisors
Illinois
$950K -$220K -5,154 -17%
CA
377
Continuum Advisory
Idaho
$949K +$5.07K +119 +0.5%
SWP
378
Strategic Wealth Partners
Ohio
$944K +$1.04M +24,513 New
WA
379
Waverly Advisors
Alabama
$935K – – –
AFAS
380
Acorn Financial Advisory Services
Virginia
$930K -$563K -13,212 -35%
FG
381
Foster Group
Iowa
$929K +$35.1K +824 +4%
VCP
382
Verus Capital Partners
Arizona
$926K -$98K -2,300 -9%
WS
383
Wedbush Securities
California
$919K +$259K +6,078 +34%
SWM
384
Soundmark Wealth Management
Washington
$906K -$32.7K -766 -3%
TPCW
385
TD Private Client Wealth
New York
$906K +$316K +7,418 +46%
IWM
386
IHT Wealth Management
Illinois
$896K +$991K +23,247 New
BWCS
387
Beirne Wealth Consulting Services
Connecticut
$894K -$88.4K -2,073 -8%
AWM
388
Angeles Wealth Management
California
$893K -$129K -3,025 -12%
CA
389
Clearstead Advisors
Ohio
$893K +$14.8K +346 +2%
CAM
390
Campion Asset Management
Virginia
$886K +$247K +5,790 +34%
TPWA
391
TRUE Private Wealth Advisors
Oregon
$852K -$260K -6,095 -22%
MHR
392
Matthew Hamilton Rosenberg
$845K +$61.9K +1,451 +7%
LSAG
393
Lake Street Advisors Group
New Hampshire
$831K – – –
OWA
394
Opal Wealth Advisors
New York
$820K -$9.72K -228 -1%
PCIG
395
Partners Capital Investment Group
Massachusetts
$811K – – –
WCM
396
Windham Capital Management
Massachusetts
$811K +$8.53K +200 +1%
RWP
397
Revolve Wealth Partners
New Jersey
$793K +$281K +6,591 +47%
ICP
398
Interchange Capital Partners
Pennsylvania
$791K +$142K +3,331 +19%
AssetMark Inc
399
AssetMark Inc
California
$789K +$672K +15,769 +335%
TWP
400
Tempus Wealth Planning
California
$788K +$643K +15,075 +280%