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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
426
TD Private Client Wealth
New York
$698K -$57.6K -1,209 -7%
VC
427
Veracity Capital
Georgia
$690K +$16.5K +346 +2%
WF
428
Warner Financial
Maryland
$671K +$138K +2,894 +23%
BDF
429
Balasa Dinverno & Foltz
$668K +$316K +6,628 +76%
CCM
430
Cullen Capital Management
New York
$667K +$731K +15,360 New
GA
431
GFS Advisors
Texas
$660K +$30.9K +650 +4%
WCM
432
Wealthcare Capital Management
Virginia
$659K +$19K +400 +3%
GMA
433
Goldstein Munger & Associates
California
$655K – – –
Vontobel Holding
434
Vontobel Holding
Switzerland
$652K – – –
BHWM
435
Beaird Harris Wealth Management
Texas
$637K -$54.5K -1,145 -7%
BCM
436
BTC Capital Management
Iowa
$636K – – –
D
437
Dentgroup
Louisiana
$632K +$354K +7,435 +104%
PFS
438
Prospera Financial Services
Texas
$628K -$610K -12,802 -47%
CCWA
439
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$621K -$31.1K -653 -4%
RWP
440
Revolve Wealth Partners
New Jersey
$607K -$175K -3,672 -21%
BFA
441
Beacon Financial Advisory
Ohio
$597K -$28.3K -595 -4%
SI
442
Stephens Inc
Arkansas
$594K +$24.7K +518 +4%
RCAG
443
Rehmann Capital Advisory Group
Michigan
$590K +$140K +2,934 +28%
MW
444
Marcum Wealth
Ohio
$588K -$18.6K -390 -3%
FLPIM
445
F.L. Putnam Investment Management
Massachusetts
$585K – – –
3LCM
446
3D/L Capital Management
Connecticut
$577K +$61.1K +1,283 +11%
VIA
447
Vident Investment Advisory
Georgia
$575K +$630K +13,239 New
HWM
448
Hohimer Wealth Management
Washington
$571K +$81.8K +1,718 +15%
1IA
449
1834 Investment Advisors
Wisconsin
$564K – – –
BIP
450
Blueprint Investment Partners
North Carolina
$562K +$617K +12,958 New