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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
451
Clearstead Advisors
Ohio
$2.07M +$209K +2,696 +11%
AIM
452
Archer Investment Management
Texas
$2.07M +$220K +2,840 +12%
WWM
453
Western Wealth Management
Colorado
$2.07M +$208K +2,685 +11%
WPWM
454
Windward Private Wealth Management
Kansas
$2.05M – – –
IFA
455
Interactive Financial Advisors
Illinois
$2.05M -$174K -2,247 -8%
BWA
456
BlueSky Wealth Advisors
North Carolina
$2.05M +$177K +2,290 +9%
RW
457
Ridgeline Wealth
Arizona
$2.02M -$25.6K -331 -1%
PIA
458
Panoramic Investment Advisors
Colorado
$2.01M +$227K +2,931 +13%
VCP
459
Verus Capital Partners
Arizona
$2M -$2.35M -30,358 -54%
AWM
460
Aprio Wealth Management
Georgia
$1.99M +$42.4K +547 +2%
UF
461
Univest Financial
Pennsylvania
$1.99M +$6.89K +89 +0.3%
CFG
462
Clayton Financial Group
Missouri
$1.99M -$31.6K -408 -2%
ML
463
McAdam LLC
Pennsylvania
$1.97M +$18K +233 +0.9%
PCA
464
Prosperity Capital Advisors
Ohio
$1.97M -$1.6M -20,711 -45%
ACM
465
Absolute Capital Management
Pennsylvania
$1.95M -$2.11M -27,311 -52%
WC
466
Weil Company
California
$1.92M -$44.9K -580 -2%
KP
467
Keel Point
Alabama
$1.91M +$51.9K +670 +3%
LA
468
Layline Advisors
New York
$1.91M +$292K +3,769 +18%
QP
469
Quartz Partners
New York
$1.88M +$401K +5,182 +27%
AWA
470
Alta Wealth Advisors
Massachusetts
$1.88M +$191K +2,464 +11%
ICP
471
Interchange Capital Partners
Pennsylvania
$1.87M -$533K -6,888 -22%
FHC
472
First Horizon Corporation
Tennessee
$1.87M -$3.79K -49 -0.2%
SFS
473
Sowell Financial Services
Arkansas
$1.85M -$666K -8,595 -26%
RWM
474
Ritholtz Wealth Management
New York
$1.85M -$62.9K -812 -3%
PWG
475
Portside Wealth Group
Utah
$1.84M +$218K +2,817 +13%
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