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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
Soundmark Wealth Management
Washington
$869K -$95.3K -1,935 -10%
CF
452
Centaurus Financial
California
$868K -$1.07M -21,779 -55%
HIM
453
Hanlon Investment Management
New Jersey
$868K +$73.9K +1,501 +9%
CWA
454
Clearview Wealth Advisors
Oregon
$864K -$244K -4,948 -22%
AWM
455
Aspire Wealth Management
Massachusetts
$859K +$39K +792 +5%
ASBI
456
American State Bank (Iowa)
Iowa
$854K +$15.5K +315 +2%
GC
457
Gilbert & Cook
Iowa
$844K -$812K -16,487 -49%
D
458
Dentgroup
Louisiana
$840K +$166K +3,377 +25%
VWA
459
Visionary Wealth Advisors
Illinois
$835K +$291K +5,906 +53%
AFA
460
American Financial Advisors
Georgia
$831K +$13.2K +269 +2%
CW
461
CreativeOne Wealth
Kansas
$830K +$72K +1,462 +9%
LWM
462
Lodestone Wealth Management
Washington
$829K -$718K -14,583 -46%
AWM
463
Angeles Wealth Management
California
$823K – – –
IWM
464
IHT Wealth Management
Illinois
$823K +$62.3K +1,266 +8%
CCB
465
Country Club Bank
Missouri
$816K – – –
NL
466
NWAM LLC
Washington
$815K -$3.75M -76,132 -82%
MWP
467
MYCIO Wealth Partners
Pennsylvania
$809K +$21.2K +430 +3%
APC
468
Aspire Private Capital
North Carolina
$800K -$13.6K -276 -2%
AFG
469
Atomi Financial Group
New York
$798K +$802K +16,301 New
LA
470
LexAurum Advisors
Kansas
$790K +$60.2K +1,222 +8%
CPG
471
Cornerstone Planning Group
New Jersey
$785K +$790K +16,049 New
FG
472
Foster Group
Iowa
$785K -$11K -223 -1%
OC
473
Oppenheimer & Co
New York
$780K +$341K +6,937 +77%
LGG
474
Luts & Greenleigh Group
Maryland
$778K +$49.8K +1,012 +7%
EWA
475
EP Wealth Advisors
California
$762K -$1.44M -29,256 -94%
17 18
19
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