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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
501
Pallas Capital Advisors
Massachusetts
$895K -$267K -5,122 -24%
MW
502
Marcum Wealth
Ohio
$894K -$23.1K -443 -3%
WTC
503
WhitTier Trust Company
Nevada
$884K -$366K -7,020 -30%
GFA
504
Gallagher Fiduciary Advisors
Illinois
$882K +$34.6K +662 +4%
LJAC
505
L.J. Altfest & Co
New York
$873K +$54.8K +1,050 +7%
MI
506
Moneywise Inc
Virginia
$873K +$837K +16,043 New
AFG
507
Atomi Financial Group
New York
$866K -$1.25M -23,893 -60%
PCIA
508
Prime Capital Investment Advisors
Kansas
$863K -$284K -5,435 -26%
WA
509
Wambolt & Associates
Colorado
$840K -$679K -13,000 -46%
MFIM
510
Mesirow Financial Investment Management
Illinois
$839K +$99.3K +1,902 +14%
GA
511
GFS Advisors
Texas
$839K +$522 +10 +0.1%
OCFG
512
O'Connor Financial Group
Illinois
$839K -$2.14M -41,029 -73%
SC
513
Sierra Capital
Florida
$830K – – –
PTC
514
Private Trust Company
Ohio
$823K -$179K -3,432 -18%
APC
515
Aspire Private Capital
North Carolina
$815K -$155K -2,974 -17%
SG
516
StoneX Group
New York
$814K -$17.7K -340 -2%
LA
517
Lifeworks Advisors
Michigan
$813K +$780K +14,948 New
CCWA
518
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$810K -$132K -2,538 -15%
JSW
519
Journey Strategic Wealth
New Jersey
$800K +$768K +14,706 New
AFA
520
American Financial Advisors
Georgia
$799K -$1.62K -31 -0.2%
FCFC
521
First Citizens Financial Corp
Iowa
$796K +$34.8K +667 +5%
FCFC
522
First Commonwealth Financial Corp
Pennsylvania
$788K -$217K -4,161 -22%
1IA
523
1834 Investment Advisors
Wisconsin
$761K – – –
SIMC
524
Squire Investment Management Company
Utah
$760K -$3.34K -64 -0.5%
AWM
525
Aspire Wealth Management
Massachusetts
$750K -$592K -11,337 -45%
19 20
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