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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
376
Regimen Wealth
Georgia
$2.09M -$233K -4,713 -11%
SWM
377
Sterling Wealth Management
Illinois
$2.08M +$1.98M +39,955 New
AFG
378
Atomi Financial Group
New York
$2.07M +$328K +6,626 +20%
RJT
379
Raymond James Trust
Florida
$2.01M +$101K +2,038 +6%
TPWA
380
TRUE Private Wealth Advisors
Oregon
$1.99M -$430K -8,681 -18%
IA
381
IFP Advisors
Florida
$1.96M -$218K -4,396 -10%
SRC
382
Shufro Rose & Co
New York
$1.95M -$12.4K -250 -0.6%
FA
383
FDx Advisors
Illinois
$1.94M -$141K -2,848 -7%
WWA
384
WCG Wealth Advisors
Nevada
$1.93M -$432K -8,722 -19%
GM
385
GeoWealth Management
Illinois
$1.92M +$10K +202 +0.6%
RIM
386
Redwood Investment Management
Arizona
$1.91M +$322K +6,498 +22%
UAS
387
United Asset Strategies
New York
$1.91M -$1.93M -38,973 -52%
SWP
388
Stratos Wealth Partners
Ohio
$1.9M +$246K +4,975 +16%
WP
389
WealthPLAN Partners
Nebraska
$1.9M +$318K +6,427 +21%
ICP
390
Interchange Capital Partners
Pennsylvania
$1.89M -$321K -6,494 -15%
CCFM
391
Clear Creek Financial Management
Washington
$1.88M +$204K +4,117 +13%
WF
392
Warner Financial
Maryland
$1.88M +$277K +5,603 +18%
KAM
393
KEB Asset Management
Illinois
$1.88M +$198 +4 +0%
X
394
Xponance
Pennsylvania
$1.88M +$1.78M +35,991 New
GHAM
395
Gilman Hill Asset Management
Connecticut
$1.87M +$1.78M +35,924 New
VM
396
VPR Management
Texas
$1.86M – – –
CRI
397
Commonwealth Retirement Investments
Virginia
$1.86M -$263K -5,308 -13%
AF
398
Allworth Financial
California
$1.85M -$1.8M -36,287 -50%
WA
399
Waverly Advisors
Alabama
$1.85M -$271K -5,471 -13%
DSA
400
Droms Strauss Advisors
Missouri
$1.85M +$1.23M +24,839 +234%
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