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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
501
Ritter Daniher Financial Advisory
Ohio
$349K +$383K +8,992 +12,489%
RCM
502
RNC Capital Management
California
$347K +$81K +1,900 +27%
PFO
503
Pathstone Family Office
New Jersey
$345K +$382K +8,956 New
HWMA
504
Heritage Wealth Management (Arizona)
Arizona
$345K -$6.18K -145 -2%
F
505
F3Logic
Minnesota
$343K +$26K +610 +7%
PP
506
Prosperity Planning
Missouri
$341K -$113K -2,658 -23%
National Bank of Canada
507
National Bank of Canada
Quebec, Canada
$341K +$55.7K +1,306 +17%
D
508
Dentgroup
Louisiana
$333K -$253K -5,932 -41%
KIG
509
Kowal Investment Group
Wisconsin
$333K -$130K -3,038 -26%
ESB
510
Essex Savings Bank
Connecticut
$332K +$18.7K +438 +5%
RF
511
RHS Financial
California
$331K -$100K -2,354 -22%
EAM
512
Evanson Asset Management
California
$323K – – –
Betterment LLC
513
Betterment LLC
New York
$321K – – –
SFO
514
Stokes Family Office
Louisiana
$319K -$909K -21,318 -72%
TA
515
TrueWealth Advisors
Alabama
$319K -$109K -2,557 -24%
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$319K -$41K -961 -10%
SB
517
Simmons Bank
Arkansas
$319K -$20.5K -480 -5%
PWM
518
PBMares Wealth Management
Virginia
$317K -$26.5K -621 -7%
PB
519
Pinnacle Bancorp
Nebraska
$317K +$2.13K +50 +0.6%
TP
520
Tranquility Partners
Tennessee
$316K -$5.12K -120 -1%
MWM
521
Marion Wealth Management
Pennsylvania
$313K -$5.89M -138,123 -94%
MWM
522
Mission Wealth Management
California
$313K -$46.9K -1,101 -12%
CFFP
523
Center for Financial Planning
Michigan
$313K – – –
MAS
524
Madden Advisory Services
Florida
$311K – – –
RWM
525
Raffa Wealth Management
District of Columbia
$308K – – –