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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
526
Lodestone Wealth Management
Washington
$541K -$292K -5,895 -35%
SWP
527
Semus Wealth Partners
Florida
$538K +$167K +3,367 +44%
CAM
528
Cresset Asset Management
Illinois
$538K +$4.66K +94 +0.9%
PIA
529
Perennial Investment Advisors
California
$533K +$126K +2,548 +31%
DSA
530
Droms Strauss Advisors
Missouri
$519K -$4.01K -81 -0.8%
VC
531
Veracity Capital
Georgia
$506K +$97.5K +1,968 +23%
HG
532
Harbor Group
New Hampshire
$499K +$991 +20 +0.2%
PFA
533
Pinnacle Family Advisors
Missouri
$494K +$92.1K +1,860 +23%
OPCM
534
Osborne Partners Capital Management
California
$492K -$99 -2 -0%
EAM
535
Evanson Asset Management
California
$491K – – –
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$489K +$90.5K +1,828 +22%
CTWM
537
Cherry Tree Wealth Management
Minnesota
$488K – – –
ACA
538
Aptus Capital Advisors
Alabama
$486K +$457K +9,226 +1,314%
LSA
539
Lion Street Advisors
Texas
$483K +$65.7K +1,326 +16%
GC
540
Gilbert & Cook
Iowa
$482K -$367K -7,409 -43%
DAS
541
Dynamic Advisor Solutions
Arizona
$478K +$16.9K +342 +4%
HWM
542
Hemington Wealth Management
Virginia
$474K +$15.8K +319 +3%
LFAS
543
Level Four Advisory Services
Texas
$474K +$178K +3,598 +59%
CAAM
544
Cornerstone Advisors Asset Management
Pennsylvania
$472K +$477K +9,640 New
SIC
545
Samalin Investment Counsel
New York
$469K -$102K -2,065 -18%
TWM
546
Tanglewood Wealth Management
Texas
$466K -$17.9K -361 -4%
WWM
547
Western Wealth Management
Colorado
$465K +$98K +1,979 +26%
BAM
548
BOS Asset Management
Illinois
$463K +$468K +9,458 New
MIA
549
MainStreet Investment Advisors
Illinois
$462K +$36.4K +735 +8%
TA
550
TrueWealth Advisors
Alabama
$459K +$134K +2,704 +41%
20 21
22
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