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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
426
BridgePort Financial Solutions
Iowa
$3.01M -$314K -4,184 -9%
ITG
427
Index Technologies Group
New York
$2.97M +$233K +3,100 +8%
TWM
428
Tradition Wealth Management
Minnesota
$2.97M -$2.68M -35,686 -47%
Koshinski Asset Management
429
Koshinski Asset Management
Illinois
$2.96M +$216K +2,875 +8%
SFM
430
Signet Financial Management
New Jersey
$2.95M -$728K -9,689 -20%
BWA
431
BCU Wealth Advisors
Illinois
$2.92M -$28.5K -379 -1%
KWM
432
Kingsview Wealth Management
Oregon
$2.91M -$301K -3,999 -9%
HNB
433
Huntington National Bank
Ohio
$2.9M – – –
HI
434
Harbour Investments
Wisconsin
$2.89M -$271K -3,606 -9%
RWP
435
Revolve Wealth Partners
New Jersey
$2.84M +$74.3K +988 +3%
O3W
436
Omni 360 Wealth
New Jersey
$2.82M -$290K -3,860 -9%
GSWM
437
Golden State Wealth Management
California
$2.79M +$678K +9,021 +32%
FHA
438
Flagship Harbor Advisors
Massachusetts
$2.77M -$69.9K -930 -2%
SFS
439
Summit Financial Strategies
Ohio
$2.74M -$313K -4,165 -10%
XPN
440
XY Planning Network
Montana
$2.73M +$399K +5,313 +17%
CA
441
Chatterton & Associates
California
$2.68M -$787K -10,471 -23%
VM
442
VPR Management
Texas
$2.65M – – –
KAM
443
KEB Asset Management
Illinois
$2.65M – – –
AFG
444
Atomi Financial Group
New York
$2.64M +$1M +13,350 +60%
FA
445
Fountainhead AM
New Jersey
$2.63M +$485K +6,449 +22%
MHS
446
M Holdings Securities
Oregon
$2.63M +$227K +3,020 +10%
BAM
447
Belpointe Asset Management
Nevada
$2.61M -$410K -5,461 -13%
FCA
448
Fortis Capital Advisors
Kansas
$2.61M -$410K -5,461 -13%
SA
449
Skyline Advisors
Washington
$2.6M +$2.63M +34,987 New
VWM
450
Venturi Wealth Management
Texas
$2.59M +$212K +2,815 +9%