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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
426
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$752K +$28.6K +563 +4%
KCA
427
Karn Couzens & Associates
Connecticut
$752K +$29.7K +584 +4%
WCM
428
Wealthcare Capital Management
Virginia
$743K +$254K +4,992 +51%
WS
429
Wedbush Securities
California
$737K -$8.59K -169 -1%
BCM
430
BTC Capital Management
Iowa
$737K
GA
431
GFS Advisors
Texas
$732K -$117K -2,299 -14%
BFA
432
Beacon Financial Advisory
Ohio
$721K +$27.7K +544 +4%
MW
433
Marcum Wealth
Ohio
$701K -$102K -2,015 -13%
GVAG
434
Great Valley Advisor Group
Delaware
$682K +$181K +3,563 +36%
FLPIM
435
F.L. Putnam Investment Management
Massachusetts
$678K +$11.2K +220 +2%
NFP
436
Narus Financial Partners
Utah
$670K +$678K +13,331 New
STA
437
Summit Trail Advisors
New York
$665K -$1.77M -34,891 -72%
SI
438
Stephens Inc
Arkansas
$662K
PWPS
439
Pinnacle Wealth Planning Services
Ohio
$662K +$670K +13,174 New
1IA
440
1834 Investment Advisors
Wisconsin
$653K
MPW
441
MA Private Wealth
California
$648K +$610 +12 +0.1%
TA
442
TrueWealth Advisors
Alabama
$646K
RFC
443
Regions Financial Corp
Alabama
$646K +$183K +3,604 +39%
VFA
444
Voya Financial Advisors
Connecticut
$643K -$751K -14,781 -54%
CI
445
Conning Inc
Connecticut
$641K
WF
446
Warner Financial
Maryland
$632K +$37.3K +734 +6%
USCWA
447
U.S. Capital Wealth Advisors
Texas
$627K -$434K -8,538 -41%
CW
448
CreativeOne Wealth
Kansas
$626K -$8.64K -170 -1%
SC
449
SouthState Corp
Florida
$624K -$4.07K -80 -0.6%
IFG
450
Independent Financial Group
California
$623K -$337K -6,632 -35%