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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
C
501
Certuity
Florida
$218K – – –
ARC
502
Advisor Resource Council
Texas
$217K +$221K +4,265 New
FWP
503
Falcon Wealth Planning
California
$216K -$4.51K -87 -2%
GFS
504
GYL Financial Synergies
Connecticut
$216K +$8.03K +155 +4%
PFS
505
Prospera Financial Services
Texas
$216K +$19.8K +383 +10%
PG
506
Patten Group
Tennessee
$215K +$219K +4,231 New
MSA
507
Marino Stram & Associates
Massachusetts
$215K +$220K +4,237 New
PA
508
Parallel Advisors
California
$214K +$96.7K +1,867 +80%
MFT
509
Moisand Fitzgerald Tamayo
Florida
$213K -$14.5K -279 -6%
TFA
510
Teamwork Financial Advisors
Texas
$211K +$215K +4,143 New
QC
511
QCM Cayman
Texas
$210K -$500K -9,648 -70%
PGFC
512
Peapack-Gladstone Financial Corp
New Jersey
$206K -$8.24K -159 -4%
SWM
513
Selective Wealth Management
Virginia
$200K +$203K +3,926 New
FA
514
Flagstar Advisors
New York
$152K +$155K +2,984 New
FA
515
Fortis Advisors
Pennsylvania
$136K -$3.83K -74 -3%
NFSG
516
Newbridge Financial Services Group
Florida
$127K +$128K +2,464 +5,867%
FFA
517
Founders Financial Alliance
North Carolina
$124K +$46.2K +892 +57%
CAL
518
Capital Analysts LLC
Pennsylvania
$119K +$7.62K +147 +7%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$119K +$58.1K +1,122 +92%
FA
520
Faithward Advisors
Pennsylvania
$108K – – –
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$106K +$108K +2,085 New
LCM
522
Logan Capital Management
Pennsylvania
$104K – – –
SFC
523
SYM Financial Corp
Indiana
$103K +$2.38K +46 +2%
ME
524
McIlrath & Eck
Washington
$97K +$5.29K +102 +6%
MPCG
525
Matrix Private Capital Group
New York
$95K – – –
19 20
21
22 23