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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
526
RNC Capital Management
California
$357K -$651K -12,800 -64%
SRC
527
Shufro Rose & Co
New York
$357K +$82.2K +1,616 +29%
IAG
528
Investment Advisory Group
Massachusetts
$356K – – –
MA
529
MKT Advisors
California
$355K +$106K +2,077 +37%
CL
530
CPWM LLC
Washington
$355K +$359K +7,064 New
FFM
531
Forum Financial Management
Illinois
$354K -$5.64K -111 -2%
RTL
532
Red Tortoise LLC
Georgia
$353K +$712 +14 +0.2%
KWM
533
Kingsview Wealth Management
Oregon
$350K +$14K +275 +4%
AFP
534
Ausdal Financial Partners
Iowa
$348K +$3.51K +69 +1%
SFA
535
Sequoia Financial Advisors
Ohio
$345K – – –
VFA
536
Valeo Financial Advisors
Indiana
$341K +$53.1K +1,045 +18%
IBOK
537
Independence Bank of Kentucky
Kentucky
$340K +$331K +6,504 +2,427%
PCIA
538
Prime Capital Investment Advisors
Kansas
$338K – – –
TCMP
539
Thrive Capital Management (Pennsylvania)
Pennsylvania
$334K -$24K -472 -7%
OFA
540
Oak Family Advisors
Illinois
$333K +$102 +2 +0%
AAS
541
Ameritas Advisory Services
Nebraska
$328K +$44.6K +878 +16%
FHB
542
First Hawaiian Bank
Hawaii
$322K – – –
DWM
543
Dopkins Wealth Management
New York
$322K +$661 +13 +0.2%
F
544
F3Logic
Minnesota
$321K +$47.9K +942 +17%
NL
545
Navalign LLC
California
$321K +$343K +6,756 New
RFN
546
RDA Financial Network
Iowa
$320K -$3.11M -61,133 -91%
HKIMG
547
Hutchens & Kramer Investment Management Group
Indiana
$320K – – –
SMA
548
Sage Mountain Advisors
Georgia
$320K – – –
MWM
549
Meridian Wealth Management
Kentucky
$317K +$19.5K +383 +6%
IWN
550
Independent Wealth Network
Iowa
$313K +$17.1K +337 +6%
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