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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
501
Krilogy Financial
Missouri
$967K +$134K +2,420 +17%
VWM
502
Venturi Wealth Management
Texas
$945K -$31.5K -571 -3%
LA
503
Lifeworks Advisors
Michigan
$938K +$421K +7,619 +88%
CWA
504
Clearview Wealth Advisors
Oregon
$934K -$134K -2,418 -13%
VFO
505
Virtus Family Office
Texas
$930K +$8.56K +155 +1%
CF
506
Centaurus Financial
California
$926K -$136K -2,470 -13%
Betterment LLC
507
Betterment LLC
New York
$926K -$33.7K -610 -4%
MW
508
Marcum Wealth
Ohio
$910K -$6.35K -115 -0.7%
AWM
509
Aprio Wealth Management
Georgia
$904K -$16.1K -291 -2%
AWM
510
Alterna Wealth Management
Texas
$897K +$297K +5,379 +53%
GA
511
GFS Advisors
Texas
$885K +$844K +15,286 +15,286%
ACM
512
Arlington Capital Management
Illinois
$880K +$94K +1,703 +13%
IWP
513
Innova Wealth Partners
Pennsylvania
$880K +$844K +15,293 New
SC
514
Sierra Capital
Florida
$877K
CCWM
515
Cassaday & Co Wealth Management
Virginia
$860K -$10.8M -196,406 -93%
LJAC
516
L.J. Altfest & Co
New York
$855K +$718 +13 +0.1%
MHB
517
Midwest Heritage Bank
Iowa
$851K +$7.34K +133 +0.9%
LA
518
LexAurum Advisors
Kansas
$849K +$213K +3,851 +35%
OCFG
519
O'Connor Financial Group
Illinois
$844K +$276 +5 +0%
ECG
520
Edge Capital Group
Georgia
$835K -$13K -236 -2%
HS
521
Horan Securities
United States
$830K -$3.55M -64,201 -82%
LGG
522
Luts & Greenleigh Group
Maryland
$829K +$15.7K +285 +2%
LL
523
LWMG LLC
Minnesota
$828K +$216K +3,916 +37%
OSAM
524
O'Shaughnessy Asset Management
Connecticut
$826K -$12.5K -227 -2%
RFA
525
Resurgent Financial Advisors
Georgia
$819K +$459K +8,316 +141%