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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
501
Bleakley Financial Group
New Jersey
$909K +$864K +17,456 New
ASBI
502
American State Bank (Iowa)
Iowa
$909K – – –
OC
503
Oppenheimer & Co
New York
$908K +$65.4K +1,322 +8%
CCWA
504
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$908K +$99.1K +2,003 +13%
CIS
505
Custom Index Systems
New York
$898K +$853K +17,240 New
SWM
506
Soundmark Wealth Management
Washington
$894K +$9.75K +197 +1%
AWM
507
Angeles Wealth Management
California
$884K +$7.42K +150 +0.9%
MW
508
Marcum Wealth
Ohio
$880K -$40.8K -824 -5%
MWP
509
MYCIO Wealth Partners
Pennsylvania
$877K +$15K +303 +2%
D
510
Dentgroup
Louisiana
$872K -$389K -7,852 -32%
MHB
511
Midwest Heritage Bank
Iowa
$862K +$14.3K +289 +2%
IAIM
512
International Assets Investment Management
Florida
$862K +$818K +16,536 New
NB
513
NBT Bank
New York
$860K +$817K +16,515 New
LL
514
LWMG LLC
Minnesota
$848K -$89.1K -1,800 -10%
AWM
515
Alterna Wealth Management
Texas
$846K -$137K -2,774 -15%
CCM
516
Ciovacco Capital Management
Georgia
$840K -$51.7K -1,044 -6%
OC
517
Opinicus Capital
Florida
$837K +$795K +16,072 New
DADC
518
D.A. Davidson & Co
Montana
$828K +$121K +2,444 +18%
BTWM
519
Baker Tilly Wealth Management
Wisconsin
$826K +$47.6K +961 +6%
CCM
520
Coldstream Capital Management
Washington
$824K +$782K +15,812 New
TF
521
Theory Financial
Colorado
$812K -$173K -3,489 -18%
GFA
522
Gallagher Fiduciary Advisors
Illinois
$810K +$98.9K +1,999 +15%
GA
523
GFS Advisors
Texas
$803K -$43.3K -875 -5%
SG
524
StoneX Group
New York
$797K -$194K -3,922 -20%
RF
525
RHS Financial
California
$797K +$112K +2,260 +17%
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