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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCB
451
Country Club Bank
Missouri
$954K +$125K +2,520 +15%
CG
452
Colony Group
Massachusetts
$952K +$347 +7 +0%
EWA
453
EP Wealth Advisors
California
$947K +$872K +17,604 +1,009%
BFA
454
Beacon Financial Advisory
Ohio
$943K +$380K +7,679 +66%
SG
455
StoneX Group
New York
$941K -$47.6K -962 -5%
TF
456
Theory Financial
Colorado
$934K +$945K +19,080 New
LA
457
LexAurum Advisors
Kansas
$931K +$144K +2,903 +18%
AWM
458
Alterna Wealth Management
Texas
$930K +$209K +4,216 +28%
CA
459
Clearstead Advisors
Ohio
$898K – – –
KeyBank National Association
460
KeyBank National Association
Ohio
$888K -$5.84K -118 -0.6%
PCG
461
Prosperity Consulting Group
Maryland
$886K +$897K +18,101 New
PTC
462
Private Trust Company
Ohio
$885K +$241K +4,873 +37%
LL
463
LWMG LLC
Minnesota
$884K +$326K +6,577 +57%
CI
464
Conning Inc
Connecticut
$883K – – –
AWM
465
Aprio Wealth Management
Georgia
$881K +$623K +12,582 +232%
MWM
466
Meridian Wealth Management
Kentucky
$867K +$444K +8,967 +102%
MW
467
Marcum Wealth
Ohio
$866K -$38.2K -771 -4%
CF
468
Centaurus Financial
California
$860K -$8.07K -163 -0.9%
SAG
469
SageView Advisory Group
California
$859K -$14.8K -298 -2%
CPG
470
Cornerstone Planning Group
New Jersey
$855K +$71.1K +1,435 +9%
ASBI
471
American State Bank (Iowa)
Iowa
$853K – – –
BHPW
472
Beverly Hills Private Wealth
California
$844K -$971K -19,613 -53%
Citadel Advisors
473
Citadel Advisors
Florida
$844K -$3.62M -73,023 -81%
CCM
474
Ciovacco Capital Management
Georgia
$840K -$39.5K -798 -4%
SWM
475
Soundmark Wealth Management
Washington
$830K -$39.8K -803 -5%