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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
501
Westside Investment Management
California
$1.1M -$2.68K -49 -0.2%
AEPWM
502
Atlantic Edge Private Wealth Management
Florida
$1.1M -$47.4K -866 -4%
AWMNH
503
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.09M +$25.3K +462 +2%
AFW
504
Avantra Family Wealth
Pennsylvania
$1.05M +$1.1M +20,091 New
SFA
505
Semmax Financial Advisors
North Carolina
$1.05M +$191K +3,493 +23%
FA
506
Fedenia Advisers
Wisconsin
$1.05M +$1.09M +19,951 New
ACM
507
Absolute Capital Management
Pennsylvania
$1.05M +$101K +1,838 +10%
CA
508
Clearstead Advisors
Ohio
$1.04M +$132K +2,416 +14%
AWP
509
Axis Wealth Partners
Rhode Island
$1.04M +$1.08M +19,799 New
JWM
510
JDH Wealth Management
California
$1.03M +$1.08M +19,659 New
TFA
511
Tobias Financial Advisors
Florida
$1.02M +$20.7K +378 +2%
ACM
512
Arlington Capital Management
Illinois
$1.01M +$217K +3,969 +26%
SIS
513
Sound Income Strategies
Florida
$1.01M +$366K +6,692 +54%
KF
514
Krilogy Financial
Missouri
$999K +$123K +2,240 +13%
GWMIA
515
Global Wealth Management Investment Advisory
Florida
$993K -$2.14K -39 -0.2%
AWA
516
Arkadios Wealth Advisors
Georgia
$991K +$260K +4,744 +34%
LA
517
Latitude Advisors
Florida
$987K +$46.7K +852 +5%
CCB
518
Country Club Bank
Missouri
$980K – – –
PTC
519
Private Trust Company
Ohio
$979K -$16K -293 -2%
GSWM
520
Golden State Wealth Management
California
$978K +$1.02M +18,635 New
RF
521
RHS Financial
California
$973K -$6.13K -112 -0.6%
CCM
522
Coldstream Capital Management
Washington
$972K +$22.1K +404 +2%
MOS
523
MGO One Seven
Ohio
$956K -$351K -6,410 -26%
RFA
524
Resurgent Financial Advisors
Georgia
$954K +$216K +3,947 +28%
DC
525
Davenport & Co
Virginia
$937K +$11.3K +207 +1%
19 20
21
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