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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
401
BTC Capital Management
Iowa
$738K – – –
Ancora Advisors
402
Ancora Advisors
Ohio
$737K +$169K +3,314 +29%
CLA (CliftonLarsonAllen) Wealth Advisors
403
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$726K +$9.19K +180 +1%
KCA
404
Karn Couzens & Associates
Connecticut
$725K +$379K +7,419 +107%
3AM
405
3EDGE Asset Management
Florida
$725K +$735K +14,390 New
GSWM
406
Golden State Wealth Management
California
$717K +$334K +6,540 +85%
BHWM
407
Beaird Harris Wealth Management
Texas
$716K +$725K +14,210 New
FAIM
408
Financial Advocates Investment Management
Washington
$705K -$1.59M -31,196 -69%
KM
409
Kalos Management
Georgia
$697K +$38.4K +752 +6%
BFA
410
Beacon Financial Advisory
Ohio
$696K +$20.8K +408 +3%
CWG
411
Crown Wealth Group
North Carolina
$675K +$684K +13,405 New
Vontobel Holding
412
Vontobel Holding
Switzerland
$673K – – –
F.L. Putnam Investment Management
413
F.L. Putnam Investment Management
Massachusetts
$668K – – –
Stephens Inc
414
Stephens Inc
Arkansas
$663K -$67K -1,313 -9%
KA
415
Kovack Advisors
Florida
$658K -$86.2K -1,688 -11%
1IA
416
1834 Investment Advisors
Wisconsin
$654K – – –
CWM
417
Cornerstone Wealth Management
Missouri
$649K -$3.17K -62 -0.5%
MPW
418
MA Private Wealth
California
$649K +$5.31K +104 +0.8%
Davenport & Co
419
Davenport & Co
Virginia
$647K +$118K +2,310 +22%
TA
420
TrueWealth Advisors
Alabama
$646K +$49.8K +975 +8%
Conning Inc
421
Conning Inc
Connecticut
$643K -$64.3K -1,260 -9%
CreativeOne Wealth
422
CreativeOne Wealth
Kansas
$637K +$105K +2,051 +19%
EP Wealth Advisors
423
EP Wealth Advisors
California
$637K +$645K +12,635 New
3LCM
424
3D/L Capital Management
Connecticut
$633K +$5.51K +108 +0.9%
SouthState Corp
425
SouthState Corp
Florida
$629K – – –