EFV icon

iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
426
Central Trust Company
Missouri
$1.03M -$190K -4,367 -16%
HIM
427
Hanlon Investment Management
New Jersey
$1.03M +$114K +2,636 +13%
APC
428
Aspire Private Capital
North Carolina
$1.02M -$184K -4,237 -16%
KPWS
429
Kestra Private Wealth Services
Texas
$1.01M +$957K +22,040 New
BMCM
430
Bryn Mawr Capital Management
Pennsylvania
$1.01M -$382K -8,806 -29%
FWP
431
Falcon Wealth Planning
California
$1.01M +$491K +11,312 +106%
LOAMS
432
Lombard Odier Asset Management (Switzerland)
Switzerland
$1M -$32M -737,900 -97%
NCM
433
NCM Capital Management
New Jersey
$997K -$227K -5,218 -19%
KFP
434
KMG Fiduciary Partners
Ohio
$990K +$937K +21,577 New
LCM
435
Leisure Capital Management
California
$985K +$932K +21,475 New
SP
436
Successful Portfolios
Florida
$972K +$38.2K +879 +4%
MHR
437
Matthew Hamilton Rosenberg
$969K -$35.4K -815 -4%
CAM
438
Campion Asset Management
Virginia
$966K -$84.4K -1,945 -8%
TWP
439
Tempus Wealth Planning
California
$964K +$24.6K +567 +3%
NL
440
Navalign LLC
California
$963K +$610K +14,047 +202%
TFA
441
Tobias Financial Advisors
Florida
$958K -$246K -5,658 -21%
MW
442
Marcum Wealth
Ohio
$931K +$298K +6,869 +51%
SPI
443
Sutton Place Investors
New York
$906K +$31.6K +728 +4%
WTC
444
WhitTier Trust Company
Nevada
$897K +$439K +10,109 +107%
CA
445
Clearstead Advisors
Ohio
$893K -$162K -3,724 -16%
NRI
446
NFP Retirement Inc
California
$884K +$290K +6,685 +53%
CCB
447
Country Club Bank
Missouri
$883K -$2.82K -65 -0.3%
MBT
448
Montecito Bank & Trust
California
$882K +$834K +19,222 New
HWMA
449
Heritage Wealth Management (Arizona)
Arizona
$875K +$439K +10,116 +113%
MCCA
450
Mill Creek Capital Advisors
Pennsylvania
$863K +$817K +18,819 New
16 17
18
19 20