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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
551
Key Financial Inc
Pennsylvania
$261K +$5.09K +107 +2%
TWP
552
Total Wealth Planning
Ohio
$260K – – –
SF
553
SBK Financial
Virginia
$260K +$8.71K +183 +3%
IFA
554
Index Fund Advisors
California
$258K -$667 -14 -0.2%
RWM
555
Rockwood Wealth Management
Pennsylvania
$256K -$75K -1,575 -21%
AF
556
Allworth Financial
California
$254K -$83.5K -1,753 -23%
WSTAM
557
Wilbanks Smith & Thomas Asset Management
Virginia
$254K – – –
HKIMG
558
Hutchens & Kramer Investment Management Group
Indiana
$253K -$24.1K -506 -8%
WMS
559
Wealth Management Solutions
Pennsylvania
$251K -$4.22M -88,725 -94%
MSA
560
Marino Stram & Associates
Massachusetts
$249K -$1.52K -32 -0.6%
SBH
561
Segall Bryant & Hamill
Illinois
$249K +$5.09K +107 +2%
MA
562
MKT Advisors
California
$248K -$87.1K -1,830 -24%
LC
563
Lindbrook Capital
California
$248K – – –
SC
564
Scotia Capital
Ontario, Canada
$247K -$128K -2,682 -32%
DSA
565
Droms Strauss Advisors
Missouri
$247K +$143 +3 +0.1%
RFN
566
RDA Financial Network
Iowa
$244K -$35.6K -748 -12%
AP
567
Advisor Partners
California
$241K – – –
HG
568
Harbor Group
New Hampshire
$241K +$264K +5,553 New
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$239K -$19.3K -405 -7%
RFC
570
Regions Financial Corp
Alabama
$235K -$354K -7,437 -58%
MIM
571
Marco Investment Management
Georgia
$235K +$258K +5,417 New
CFS
572
CRA Financial Services
New Jersey
$234K – – –
CSWM
573
Cassady Schiller Wealth Management
Ohio
$234K +$2.9K +61 +1%
TWP
574
Tempus Wealth Planning
California
$233K +$256K +5,380 New
CCM
575
Covington Capital Management
California
$229K – – –
21 22
23
24 25