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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
551
Independent Wealth Network
Iowa
$313K +$17.1K +337 +6%
JWCA
552
J.W. Cole Advisors
Florida
$312K +$58K +1,140 +22%
QFA
553
Quattro Financial Advisors
Texas
$310K – – –
MC
554
Middleton & Co
Massachusetts
$307K – – –
Susquehanna International Group
555
Susquehanna International Group
Pennsylvania
$305K -$5.08K -100 -2%
TWP
556
Total Wealth Planning
Ohio
$301K +$304K +5,982 New
CBFP
557
Cedar Brook Financial Partners
Ohio
$300K +$1.63K +32 +0.5%
Index Fund Advisors
558
Index Fund Advisors
California
$299K +$3.66K +72 +1%
Farmers & Merchants Investments Inc
559
Farmers & Merchants Investments Inc
Nebraska
$297K +$195K +3,830 +184%
SWM
560
Selective Wealth Management
Virginia
$296K -$100K -1,974 -25%
KFI
561
Key Financial Inc
Pennsylvania
$296K +$1.58K +31 +0.5%
MGO One Seven
562
MGO One Seven
Ohio
$296K +$20.5K +403 +7%
Ashton Thomas Private Wealth
563
Ashton Thomas Private Wealth
Arizona
$295K +$298K +5,866 New
DSA
564
Droms Strauss Advisors
Missouri
$291K – – –
SF
565
SBK Financial
Virginia
$291K +$610 +12 +0.2%
MSA
566
Marino Stram & Associates
Massachusetts
$290K +$34.8K +685 +13%
LC
567
Lindbrook Capital
California
$287K -$102K -2,000 -26%
Segall Bryant & Hamill
568
Segall Bryant & Hamill
Illinois
$285K +$286K +5,632 New
Wilbanks Smith & Thomas Asset Management
569
Wilbanks Smith & Thomas Asset Management
Virginia
$281K – – –
FWP
570
Falcon Wealth Planning
California
$281K +$49.5K +974 +21%
BWM
571
BCS Wealth Management
Tennessee
$280K -$19.7K -388 -7%
SIS
572
Sound Income Strategies
Florida
$280K -$14.8K -292 -5%
AP
573
Advisor Partners
California
$279K – – –
RG
574
Retirement Group
California
$278K +$24.1K +475 +11%
Parallel Advisors
575
Parallel Advisors
California
$274K -$1.47K -29 -0.5%