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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
476
Hayden Royal
North Carolina
$255K +$7.25K +137 +3%
UWPG
477
Ullmann Wealth Partners Group
Florida
$252K +$1.38K +26 +0.5%
MI
478
Moneywise Inc
Virginia
$252K +$3.81K +72 +2%
AF
479
Allworth Financial
California
$251K +$1.59K +30 +0.6%
RJT
480
Raymond James Trust
Florida
$246K +$1.11K +21 +0.4%
SF
481
Synovus Financial
Georgia
$246K +$251K +4,755 New
MFT
482
Moisand Fitzgerald Tamayo
Florida
$231K -$4.13K -78 -2%
TC
483
Trilogy Capital
California
$231K +$1.53K +29 +0.7%
MCM
484
MAI Capital Management
Ohio
$231K +$6.93K +131 +3%
RG
485
Retirement Group
California
$231K +$189K +3,577 +406%
MHIC
486
Marble Harbor Investment Counsel
Massachusetts
$228K – – –
FWP
487
Falcon Wealth Planning
California
$225K +$13.1K +247 +6%
SWP
488
Stratos Wealth Partners
Ohio
$225K +$230K +4,340 New
BWA
489
BDO Wealth Advisors
Florida
$223K – – –
C
490
Certuity
Florida
$220K +$225K +4,250 New
PGFC
491
Peapack-Gladstone Financial Corp
New Jersey
$218K +$223K +4,214 New
BCI
492
Brinker Capital Investments
Pennsylvania
$217K -$332K -6,281 -60%
CTC
493
Central Trust Company
Missouri
$217K +$29.7K +562 +15%
AIC
494
Ameritas Investment Company
Nebraska
$213K -$106K -2,013 -98%
GFS
495
GYL Financial Synergies
Connecticut
$212K – – –
GG
496
Gofen & Glossberg
Illinois
$205K +$209K +3,959 New
PCA
497
Personal Capital Advisors
California
$203K -$26.6K -503 -11%
SS
498
Simplicity Solutions
Minnesota
$202K -$4.08M -77,073 -95%
MOS
499
MGO One Seven
Ohio
$202K +$206K +3,897 New
LFS
500
Lutz Financial Services
Nebraska
$201K +$205K +3,876 New
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