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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
526
Davenport & Co
Virginia
$471K +$29.3K +675 +7%
PFA
527
Pinnacle Family Advisors
Missouri
$468K +$22.1K +510 +5%
SIC
528
Samalin Investment Counsel
New York
$467K -$82.7K -1,906 -16%
BHPW
529
Beverly Hills Private Wealth
California
$465K +$440K +10,145 New
LWAC
530
Laurel Wealth Advisors (California)
California
$464K +$41K +944 +10%
OPCM
531
Osborne Partners Capital Management
California
$461K – – –
MPW
532
MA Private Wealth
California
$461K -$125K -2,888 -22%
DAS
533
Dynamic Advisor Solutions
Arizona
$454K -$23.6K -544 -5%
QHA
534
Quarry Hill Advisors
Minnesota
$454K +$429K +9,885 New
VWA
535
Visionary Wealth Advisors
Illinois
$448K +$102K +2,352 +32%
MWM
536
Meridian Wealth Management
Kentucky
$444K +$25.3K +583 +6%
KIG
537
Kowal Investment Group
Wisconsin
$442K +$42.5K +978 +11%
DADC
538
D.A. Davidson & Co
Montana
$438K +$415K +9,554 New
HG
539
Harbor Group
New Hampshire
$438K -$3.13K -72 -0.7%
FTS
540
Fifth Third Securities
Ohio
$434K -$12.6K -290 -3%
HWM
541
Hemington Wealth Management
Virginia
$430K – – –
BCG
542
Breakwater Capital Group
New Jersey
$430K +$407K +9,370 New
PP
543
Prosperity Planning
Missouri
$428K – – –
National Bank of Canada
544
National Bank of Canada
Quebec, Canada
$427K +$18.4K +424 +5%
JSL
545
JT Stratford LLC
Georgia
$423K +$400K +9,225 New
WF
546
Wayfinding Financial
Washington
$417K -$41.4K -953 -10%
SB
547
Simmons Bank
Arkansas
$415K +$32.3K +743 +9%
WWM
548
Western Wealth Management
Colorado
$414K -$735K -16,930 -65%
OC
549
Oppenheimer & Co
New York
$413K -$31.7K -731 -8%
Lido Advisors
550
Lido Advisors
California
$409K +$387K +8,912 New