EFV icon

iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
551
Renasant Bank
Mississippi
$407K +$158K +3,633 +69%
TWP
552
Total Wealth Planning
Ohio
$406K +$38.3K +882 +11%
TA
553
TrueWealth Advisors
Alabama
$402K +$21.6K +497 +6%
SFA
554
Seneca Financial Advisors
New York
$401K +$380K +8,750 New
RCM
555
RNC Capital Management
California
$400K -$11.9K -275 -3%
KA
556
Kovack Advisors
Florida
$397K -$47.2K -1,087 -11%
TA
557
Tiedemann Advisors
New York
$393K -$124K -2,862 -25%
SWP
558
Semus Wealth Partners
Florida
$390K +$369K +8,502 New
EAM
559
Evanson Asset Management
California
$386K +$1.78K +41 +0.5%
ACP
560
Aveo Capital Partners
Colorado
$383K -$3.22M -74,161 -90%
PGFC
561
Peapack-Gladstone Financial Corp
New Jersey
$381K +$361K +8,305 New
CFFP
562
Center for Financial Planning
Michigan
$373K – – –
MWM
563
Mission Wealth Management
California
$373K – – –
MAS
564
Madden Advisory Services
Florida
$370K – – –
DI
565
DFPG Investments
Utah
$368K +$333K +7,675 New
RWM
566
Raffa Wealth Management
District of Columbia
$367K +$781 +18 +0.2%
PWM
567
PBMares Wealth Management
Virginia
$365K -$11.2K -259 -3%
SPWG
568
Syntegra Private Wealth Group
Missouri
$365K +$345K +7,946 New
ATPW
569
Ashton Thomas Private Wealth
Arizona
$358K +$96.1K +2,213 +40%
PCA
570
Prosperity Capital Advisors
Ohio
$353K +$334K +7,703 New
TP
571
Tranquility Partners
Tennessee
$353K -$22K -506 -6%
GFS
572
GYL Financial Synergies
Connecticut
$351K – – –
DWA
573
Delap Wealth Advisory
Oregon
$351K +$332K +7,642 New
ACM
574
Arlington Capital Management
Illinois
$348K +$329K +7,586 New
PB
575
Pinnacle Bancorp
Nebraska
$347K -$29.6K -683 -8%
21 22
23
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