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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
526
Total Wealth Planning
Ohio
$307K +$84.9K +1,992 +33%
FDCDDQ
527
Federation des caisses Desjardins du Quebec
Quebec, Canada
$307K -$3.41K -80 -1%
FP
528
Financial Perspectives
Minnesota
$304K -$569K -13,347 -63%
SW
529
Simplicity Wealth
New Jersey
$304K +$336K +7,882 New
GLLW
530
Graves Light Lenhart Wealth
Virginia
$295K – – –
GFS
531
GYL Financial Synergies
Connecticut
$295K – – –
GCA
532
Greenwood Capital Associates
South Carolina
$292K -$3.95M -92,720 -92%
SFM
533
Signet Financial Management
New Jersey
$289K -$8.14K -191 -2%
IAN
534
Integrated Advisors Network
Texas
$288K +$14.3K +336 +5%
VWA
535
Visionary Wealth Advisors
Illinois
$285K -$94K -2,204 -23%
WFC
536
Western Financial Corp
California
$281K -$52.5K -1,231 -14%
UB
537
UMB Bank
Missouri
$278K -$170K -3,985 -36%
BWM
538
BlackDiamond Wealth Management
New York
$276K -$1.64M -38,370 -85%
DCM
539
Disciplina Capital Management
Tennessee
$276K – – –
MSA
540
Marino Stram & Associates
Massachusetts
$271K +$55K +1,290 +22%
NL
541
Navalign LLC
California
$268K +$28.3K +663 +11%
PA
542
Parallel Advisors
California
$254K -$89.2K -2,093 -24%
DWM
543
Dopkins Wealth Management
New York
$254K – – –
RFA
544
Resurgent Financial Advisors
Georgia
$252K -$87.9K -2,062 -24%
KWM
545
Kingsview Wealth Management
Oregon
$247K -$28.3K -665 -9%
SFA
546
Sequoia Financial Advisors
Ohio
$242K -$33K -775 -11%
FHB
547
First Hawaiian Bank
Hawaii
$240K – – –
SMA
548
Sage Mountain Advisors
Georgia
$239K -$6.61K -155 -2%
QFA
549
Quattro Financial Advisors
Texas
$238K – – –
OFA
550
Oak Family Advisors
Illinois
$237K -$21.3K -500 -8%
20 21
22
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