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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
476
Venturi Wealth Management
Texas
$901K -$635K -11,683 -41%
AWM
477
Angeles Wealth Management
California
$900K – – –
LA
478
Latitude Advisors
Florida
$896K +$179K +3,298 +24%
MOS
479
MGO One Seven
Ohio
$895K -$222K -4,080 -19%
ACA
480
Ascension Capital Advisors
Texas
$892K – – –
Betterment LLC
481
Betterment LLC
New York
$886K -$549K -10,107 -38%
CRI
482
Commonwealth Retirement Investments
Virginia
$884K -$420K -7,733 -32%
VPP
483
Vertex Planning Partners
Illinois
$863K -$503K -9,262 -36%
VFO
484
Virtus Family Office
Texas
$849K +$210K +3,859 +32%
AWM
485
Aprio Wealth Management
Georgia
$849K +$181K +3,332 +26%
MW
486
Marcum Wealth
Ohio
$845K -$27.6K -508 -3%
SFG
487
Sovereign Financial Group
Connecticut
$834K -$139K -2,555 -14%
WP
488
WealthPLAN Partners
Nebraska
$821K -$506K -9,310 -38%
GA
489
GFS Advisors
Texas
$816K -$833K -15,316 -99%
SC
490
Sierra Capital
Florida
$809K – – –
LIA
491
LifePlan Investment Advisors
North Carolina
$808K -$130K -2,398 -14%
PCA
492
Pallas Capital Advisors
Massachusetts
$803K -$100K -1,845 -11%
CCFM
493
Clear Creek Financial Management
Washington
$803K -$480K -8,828 -37%
PTC
494
Private Trust Company
Ohio
$796K -$6.03K -111 -0.7%
FW
495
FullCircle Wealth
Texas
$794K +$794K +14,612 New
CCG
496
Catalina Capital Group
California
$789K -$338K -6,220 -29%
DC
497
Davenport & Co
Virginia
$789K +$160K +2,951 +25%
LJAC
498
L.J. Altfest & Co
New York
$788K -$65.1K -1,197 -7%
AFG
499
Atomi Financial Group
New York
$788K -$58.2K -1,070 -7%
CCWA
500
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$788K -$2.34K -43 -0.3%