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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
426
Crestone Asset Management
Colorado
$298K +$40.9K +823 +16%
EWA
427
EP Wealth Advisors
California
$298K +$291K +5,844 New
WCM
428
Wealthcare Capital Management
Virginia
$293K +$286K +5,744 New
VM
429
VPR Management
Texas
$291K – – –
WFC
430
Western Financial Corp
California
$285K +$278K +5,594 New
LF
431
Lantz Financial
Illinois
$281K +$274K +5,517 New
PO
432
Private Ocean
California
$277K +$270K +5,436 New
BWM
433
BCS Wealth Management
Tennessee
$275K -$20K -402 -7%
CFS
434
CRA Financial Services
New Jersey
$275K – – –
WB
435
WesBanco Bank
West Virginia
$275K +$269K +5,411 New
WI
436
WrapManager Inc
California
$274K +$12K +242 +5%
TWP
437
Total Wealth Planning
Ohio
$273K -$2.09K -42 -0.8%
MC
438
Middleton & Co
Massachusetts
$266K -$43.5K -875 -14%
CW
439
CreativeOne Wealth
Kansas
$261K +$255K +5,120 New
MFG
440
Magnus Financial Group
New York
$260K +$254K +5,105 New
BFA
441
Beacon Financial Advisory
Ohio
$259K +$253K +5,083 New
HAS
442
HBW Advisory Services
California
$255K +$248K +4,997 New
NS
443
Newman & Schimel
Illinois
$254K – – –
PAM
444
Peak Asset Management
Colorado
$253K +$247K +4,968 New
HWMA
445
Heritage Wealth Management (Arizona)
Arizona
$247K +$241K +4,840 New
UWPG
446
Ullmann Wealth Partners Group
Florida
$246K -$1.59K -32 -0.7%
AF
447
Allworth Financial
California
$246K +$1.14K +23 +0.5%
MI
448
Moneywise Inc
Virginia
$245K – – –
OIA
449
OneDigital Investment Advisors
Kansas
$245K +$6.81K +137 +3%
HR
450
Hayden Royal
North Carolina
$244K +$238K +4,787 New
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