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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
501
Absolute Capital Management
Pennsylvania
$418K +$80.8K +1,589 +24%
KIG
502
Kowal Investment Group
Wisconsin
$418K +$422K +8,308 New
PWM
503
PBMares Wealth Management
Virginia
$417K -$421K -8,290 -50%
Federation des caisses Desjardins du Quebec
504
Federation des caisses Desjardins du Quebec
Quebec, Canada
$417K +$22.1K +435 +6%
WF
505
Wayfinding Financial
Washington
$412K +$27.5K +540 +7%
PB
506
Pinnacle Bancorp
Nebraska
$411K – – –
Central Trust Company
507
Central Trust Company
Missouri
$411K +$132K +2,597 +47%
GSEP
508
Golden State Equity Partners
California
$409K -$36.2K -713 -8%
CFFP
509
Center for Financial Planning
Michigan
$409K – – –
Haverford Trust Company
510
Haverford Trust Company
Pennsylvania
$407K +$152K +2,984 +58%
MAS
511
Madden Advisory Services
Florida
$405K +$2.64K +52 +0.6%
VWA
512
Visionary Wealth Advisors
Illinois
$405K +$137K +2,695 +50%
LIM
513
Leavell Investment Management
Alabama
$399K – – –
SFM
514
Signet Financial Management
New Jersey
$394K +$15.3K +301 +4%
National Bank of Canada
515
National Bank of Canada
Quebec, Canada
$393K +$34.1K +671 +9%
RWM
516
Raffa Wealth Management
District of Columbia
$390K +$9.2K +181 +2%
Pathstone Family Office
517
Pathstone Family Office
New Jersey
$389K +$394K +7,741 New
Allworth Financial
518
Allworth Financial
California
$382K -$98.1K -1,930 -20%
GIA
519
Gladstone Institutional Advisory
Florida
$382K +$387K +7,606 New
IAN
520
Integrated Advisors Network
Texas
$378K -$3.15K -62 -0.8%
RWM
521
Rockwood Wealth Management
Pennsylvania
$375K -$35.8K -705 -9%
Allianz Asset Management
522
Allianz Asset Management
Germany
$372K – – –
KAM
523
KEB Asset Management
Illinois
$362K +$152K +2,987 +71%
LPT
524
Legacy Private Trust
Wisconsin
$360K +$364K +7,163 New
DCM
525
Disciplina Capital Management
Tennessee
$358K +$305 +6 +0.1%