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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
551
TrueWealth Advisors
Alabama
$459K +$134K +2,704 +41%
MOS
552
MGO One Seven
Ohio
$458K +$446 +9 +0.1%
DWA
553
Delap Wealth Advisory
Oregon
$458K -$15.4K -310 -3%
MWM
554
Mission Wealth Management
California
$456K +$8.57K +173 +2%
PP
555
Prosperity Planning
Missouri
$455K +$57.5K +1,161 +14%
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$450K +$24.3K +490 +6%
FCA
557
FinTrust Capital Advisors
South Carolina
$447K -$137K -2,757 -23%
TP
558
Tranquility Partners
Tennessee
$445K +$69.4K +1,402 +18%
TFF
559
The Family Firm
Maryland
$445K -$15.3K -308 -3%
HHRDM
560
H&H Retirement Design & Management
Nevada
$444K -$25.7K -518 -5%
ATPW
561
Ashton Thomas Private Wealth
Arizona
$443K +$50.2K +1,013 +13%
SPWG
562
Syntegra Private Wealth Group
Missouri
$442K +$104K +2,102 +30%
HCA
563
Harbour Capital Advisors
Virginia
$439K -$28.5K -575 -6%
HKIMG
564
Hutchens & Kramer Investment Management Group
Indiana
$437K +$177K +3,566 +65%
CPP
565
Capasso Planning Partners
South Carolina
$433K +$47.7K +964 +12%
WI
566
WrapManager Inc
California
$430K -$104K -2,097 -19%
QHA
567
Quarry Hill Advisors
Minnesota
$429K – – –
FAIM
568
Financial Advocates Investment Management
Washington
$427K -$1.37M -27,708 -82%
ESB
569
Essex Savings Bank
Connecticut
$424K +$41.2K +831 +11%
AWA
570
Arkadios Wealth Advisors
Georgia
$422K +$157K +3,172 +58%
TA
571
Tiedemann Advisors
New York
$420K +$3.27K +66 +0.8%
KA
572
Kovack Advisors
Florida
$419K -$11K -222 -3%
WPC
573
Wedmont Private Capital
Pennsylvania
$418K +$212K +4,284 +98%
TC
574
Trilogy Capital
California
$417K +$4.16K +84 +1%
MAS
575
Madden Advisory Services
Florida
$409K +$15.1K +305 +4%
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