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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
376
Concorde Asset Management
Michigan
$2.09M -$391K -7,491 -16%
BWM
377
BlackDiamond Wealth Management
New York
$2.07M -$588K -11,270 -23%
SEM
378
Strategic Equity Management
Arizona
$2.06M +$1.98M +37,842 New
WF
379
Warner Financial
Maryland
$2.05M +$89.5K +1,715 +5%
LA
380
LVW Advisors
New York
$2.04M +$319K +6,116 +19%
HPM
381
Hoxton Planning & Management
West Virginia
$2.02M -$1.07M -20,563 -36%
UAS
382
United Asset Strategies
New York
$1.99M +$365 +7 +0%
CWP
383
Cyndeo Wealth Partners
Florida
$1.96M +$518K +9,921 +38%
KAM
384
KEB Asset Management
Illinois
$1.96M – – –
X
385
Xponance
Pennsylvania
$1.96M – – –
VM
386
VPR Management
Texas
$1.94M – – –
IF
387
Intrua Financial
Texas
$1.88M +$539K +10,319 +43%
WC
388
Weil Company
California
$1.85M +$11.8K +227 +0.7%
CTC
389
Central Trust Company
Missouri
$1.84M -$47.1K -903 -3%
SIA
390
Stegner Investment Associates
Kentucky
$1.83M -$40.4K -774 -2%
TCA
391
Transcend Capital Advisors
New Jersey
$1.82M -$680K -13,027 -28%
WWP
392
WR Wealth Planners
Missouri
$1.82M -$1.03M -19,649 -37%
NA
393
Navellier & Associates
Nevada
$1.81M – – –
CFD
394
Creative Financial Designs
Indiana
$1.74M +$25.6K +491 +2%
PFPT
395
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.71M +$298K +5,718 +22%
GP
396
Girard Partners
Pennsylvania
$1.7M +$39.4K +755 +2%
SC
397
Seldon Capital
California
$1.69M – – –
MIAS
398
Mason Investment Advisory Services
Virginia
$1.65M +$9.34K +179 +0.6%
TPWA
399
Twin Peaks Wealth Advisors
California
$1.64M -$137K -2,626 -8%
BFEC
400
Benjamin F. Edwards & Company
Missouri
$1.63M -$641K -12,276 -29%
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