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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
451
SOA Wealth Advisors
New York
$559K -$149K -3,129 -20%
LA
452
Latitude Advisors
Florida
$545K -$1.87M -39,299 -76%
MPW
453
MA Private Wealth
California
$544K +$2.19K +46 +0.4%
NWA
454
Navis Wealth Advisors
New York
$540K +$18.2K +382 +3%
IFG
455
Independent Financial Group
California
$539K +$1.43K +30 +0.2%
SC
456
SouthState Corp
Florida
$538K – – –
VFA
457
Voya Financial Advisors
Connecticut
$535K -$18.4K -387 -3%
MWM
458
Meridian Wealth Management
Kentucky
$517K +$267K +5,612 +89%
SWP
459
Stratos Wealth Partners
Ohio
$512K -$190K -3,997 -25%
HCA
460
Harbour Capital Advisors
Virginia
$511K -$9.52K -200 -2%
PPW
461
Pinnacle Private Wealth
Massachusetts
$509K -$164K -3,437 -23%
KIG
462
Kowal Investment Group
Wisconsin
$507K +$161K +3,381 +41%
AWM
463
Alterna Wealth Management
Texas
$506K +$105K +2,204 +23%
TA
464
Tiedemann Advisors
New York
$496K -$264K -5,554 -33%
PFA
465
Pinnacle Family Advisors
Missouri
$494K -$6.76K -142 -1%
NB
466
Northwest Bancshares
Pennsylvania
$493K -$21.6K -454 -4%
PP
467
Prosperity Planning
Missouri
$493K – – –
SIC
468
Samalin Investment Counsel
New York
$491K +$37.3K +783 +7%
UB
469
UMB Bank
Missouri
$486K +$534K +11,206 New
ERIC
470
Eagle Rock Investment Company
Georgia
$482K – – –
DC
471
Davenport & Co
Virginia
$480K -$41.6K -873 -7%
RF
472
RHS Financial
California
$475K +$72.5K +1,523 +16%
TA
473
TrueWealth Advisors
Alabama
$470K -$94.5K -1,984 -15%
WI
474
WrapManager Inc
California
$466K -$34.1K -716 -6%
CCB
475
Country Club Bank
Missouri
$463K +$296K +6,220 +143%
17 18
19
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