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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
451
Coldstream Capital Management
Washington
$2.56M +$751K +9,998 +41%
CFM
452
Cornerstone Financial Management
Massachusetts
$2.56M +$140K +1,866 +6%
SPC
453
Sigma Planning Corp
Michigan
$2.55M -$107K -1,428 -4%
CM
454
Columbus Macro
Pennsylvania
$2.53M +$15.6K +207 +0.6%
TNBTD
455
Trustmark National Bank Trust Department
Mississippi
$2.52M +$228K +3,035 +10%
CWP
456
Cyndeo Wealth Partners
Florida
$2.51M +$636K +8,462 +33%
FHC
457
First Heartland Consultants
Missouri
$2.5M +$51.2K +681 +2%
RIM
458
Redwood Investment Management
Arizona
$2.5M -$1.8M -23,936 -42%
WWA
459
Wingate Wealth Advisors
Massachusetts
$2.49M – – –
MSRPS
460
Maryland State Retirement & Pension System
Maryland
$2.49M -$1.73M -23,031 -41%
NA
461
Navellier & Associates
Nevada
$2.48M – – –
MIAS
462
Mason Investment Advisory Services
Virginia
$2.46M – – –
SFS
463
Sowell Financial Services
Arkansas
$2.44M -$355K -4,718 -13%
CAM
464
Cresset Asset Management
Illinois
$2.44M +$220K +2,930 +10%
AWM
465
Alterna Wealth Management
Texas
$2.4M +$445K +5,919 +22%
PWA
466
Pitcairn Wealth Advisors
Pennsylvania
$2.4M – – –
EWM
467
Evolution Wealth Management
Florida
$2.36M +$1M +13,347 +72%
HI
468
Horizon Investments
North Carolina
$2.36M +$1.14M +15,149 +91%
CWA
469
CogentBlue Wealth Advisors
Tennessee
$2.36M -$205K -2,730 -8%
MAM
470
Milestone Asset Management
Pennsylvania
$2.36M +$2.38M +31,697 New
QCM
471
QRG Capital Management
Illinois
$2.35M +$154K +2,051 +7%
TF
472
Theory Financial
Colorado
$2.35M -$1.66M -22,131 -41%
AWA
473
Asempa Wealth Advisors
Louisiana
$2.34M -$148K -1,974 -6%
JMA
474
J.M. Arbour
Maine
$2.34M -$34.3K -456 -1%
WANY
475
Wealthspire Advisors (New York)
New York
$2.33M +$143K +1,901 +6%
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