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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
401
Stratos Wealth Partners
Ohio
$784K +$364K +8,537 +72%
SP
402
Successful Portfolios
Florida
$782K -$76.9K -1,803 -8%
ABC
403
Associated Banc-Corp
Wisconsin
$779K -$17.6K -413 -2%
PFS
404
Prospera Financial Services
Texas
$774K +$241K +5,645 +39%
HIM
405
Hanlon Investment Management
New Jersey
$760K -$207K -4,867 -20%
AA
406
Ancora Advisors
Ohio
$751K -$18.6K -436 -2%
CCB
407
Country Club Bank
Missouri
$750K +$373K +8,740 +83%
GIA
408
Gladstone Institutional Advisory
Florida
$745K +$421K +9,864 +104%
GFPC
409
Global Financial Private Client
Florida
$735K -$419K -9,836 -35%
SPI
410
Sutton Place Investors
New York
$733K -$377K -8,850 -32%
AAS
411
Ameritas Advisory Services
Nebraska
$733K +$440K +10,318 +118%
ECG
412
Edge Capital Group
Georgia
$718K -$2.77M -64,911 -78%
FLA
413
Financial Life Advisors
Texas
$706K +$781K +18,318 New
PTC
414
Private Trust Company
Ohio
$702K -$48.3K -1,134 -6%
BHWM
415
Beaird Harris Wealth Management
Texas
$697K +$145K +3,397 +23%
CI
416
Conning Inc
Connecticut
$696K – – –
KAM
417
Knightsbridge Asset Management
California
$696K +$70.4K +1,652 +10%
Schroder Investment Management Group
418
Schroder Investment Management Group
United Kingdom
$683K – – –
LNC
419
Lincoln National Corp
Pennsylvania
$670K -$968K -22,699 -57%
KeyBank National Association
420
KeyBank National Association
Ohio
$667K -$2.17K -51 -0.3%
ASBI
421
American State Bank (Iowa)
Iowa
$660K +$341 +8 +0%
WF
422
Warner Financial
Maryland
$658K +$68.7K +1,611 +10%
GW
423
GW & Wade
Massachusetts
$653K +$314K +7,370 +77%
PFG
424
Peterson Financial Group
Iowa
$651K -$17.3K -406 -2%
AFA
425
American Financial Advisors
Georgia
$643K -$139K -3,263 -16%