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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
451
Latitude Advisors
Florida
$545K -$1.87M -39,299 -76%
MPW
452
MA Private Wealth
California
$544K +$2.19K +46 +0.4%
NWA
453
Navis Wealth Advisors
New York
$540K +$18.2K +382 +3%
IFG
454
Independent Financial Group
California
$539K +$1.43K +30 +0.2%
SC
455
SouthState Corp
Florida
$538K – – –
VFA
456
Voya Financial Advisors
Connecticut
$535K -$18.4K -387 -3%
MWM
457
Meridian Wealth Management
Kentucky
$517K +$267K +5,612 +89%
SWP
458
Stratos Wealth Partners
Ohio
$512K -$190K -3,997 -25%
HCA
459
Harbour Capital Advisors
Virginia
$511K -$9.52K -200 -2%
PPW
460
Pinnacle Private Wealth
Massachusetts
$509K -$164K -3,437 -23%
KIG
461
Kowal Investment Group
Wisconsin
$507K +$161K +3,381 +41%
AWM
462
Alterna Wealth Management
Texas
$506K +$105K +2,204 +23%
TA
463
Tiedemann Advisors
New York
$496K -$264K -5,554 -33%
PFA
464
Pinnacle Family Advisors
Missouri
$494K -$6.76K -142 -1%
NB
465
Northwest Bancshares
Pennsylvania
$493K -$21.6K -454 -4%
PP
466
Prosperity Planning
Missouri
$493K – – –
SIC
467
Samalin Investment Counsel
New York
$491K +$37.3K +783 +7%
UB
468
UMB Bank
Missouri
$486K +$534K +11,206 New
ERIC
469
Eagle Rock Investment Company
Georgia
$482K – – –
DC
470
Davenport & Co
Virginia
$480K -$41.6K -873 -7%
RF
471
RHS Financial
California
$475K +$72.5K +1,523 +16%
TA
472
TrueWealth Advisors
Alabama
$470K -$94.5K -1,984 -15%
WI
473
WrapManager Inc
California
$466K -$34.1K -716 -6%
CCB
474
Country Club Bank
Missouri
$463K +$296K +6,220 +143%
CWM
475
Cornerstone Wealth Management
Missouri
$458K -$46.6K -978 -8%
17 18
19
20 21