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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
451
Quotient Wealth Partners
Texas
$994K -$1.3M -23,879 -56%
GWMIA
452
Global Wealth Management Investment Advisory
Florida
$993K -$16K -295 -2%
KWA
453
Kingswood Wealth Advisors
California
$993K +$107K +1,973 +12%
GWP
454
Gateway Wealth Partners
Wisconsin
$992K -$605K -11,122 -37%
CWA
455
Clearview Wealth Advisors
Oregon
$990K -$1.64M -30,083 -62%
CCB
456
Country Club Bank
Missouri
$988K – – –
BFG
457
Bleakley Financial Group
New Jersey
$986K +$39.3K +723 +4%
CF
458
Centaurus Financial
California
$984K +$22.6K +416 +2%
CA
459
Clearstead Advisors
Ohio
$973K – – –
AC
460
Addison Capital
Pennsylvania
$971K +$362K +6,660 +57%
SPI
461
Sutton Place Investors
New York
$971K -$285K -5,249 -22%
FHA
462
Flagship Harbor Advisors
Massachusetts
$960K -$554K -10,183 -36%
ACP
463
Aveo Capital Partners
Colorado
$959K -$153K -2,807 -13%
GIA
464
GHP Investment Advisors
Colorado
$948K -$30.9K -568 -3%
GWMR
465
GC Wealth Management RIA
Massachusetts
$944K +$967K +17,794 New
VWWMG
466
Vermillion & White Wealth Management Group
Pennsylvania
$940K +$37K +680 +4%
RF
467
RHS Financial
California
$932K -$129K -2,369 -12%
FWM
468
Fonville Wealth Management
Virginia
$928K -$26.1K -480 -3%
GFA
469
Gallagher Fiduciary Advisors
Illinois
$927K +$68.9K +1,268 +8%
P
470
&Partners
Tennessee
$925K +$556K +10,223 +142%
SFA
471
Source Financial Advisors
New York
$922K +$5.82K +107 +0.6%
MWP
472
MYCIO Wealth Partners
Pennsylvania
$919K +$26.9K +495 +3%
ATI
473
ARK & TLK Investments
Oklahoma
$916K – – –
BIG
474
Bush Investment Group
Georgia
$916K -$608K -11,183 -39%
VWM
475
Venturi Wealth Management
Texas
$901K -$635K -11,683 -41%
17 18
19
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