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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
551
Samalin Investment Counsel
New York
$578K +$98.6K +1,813 +20%
CG
552
Caprock Group
Idaho
$568K +$583K +10,717 New
FLPIM
553
F.L. Putnam Investment Management
Massachusetts
$563K +$35.3K +650 +7%
LL
554
LWMG LLC
Minnesota
$556K +$6.41K +118 +1%
FWA
555
FSC Wealth Advisors
New York
$550K +$357K +6,572 +173%
APC
556
Aspire Private Capital
North Carolina
$546K -$254K -4,677 -31%
AWM
557
Alterna Wealth Management
Texas
$542K -$124K -2,283 -18%
TCWA
558
Turtle Creek Wealth Advisors
Texas
$541K – – –
MWA
559
Motive Wealth Advisors
Michigan
$540K – – –
RCM
560
Raleigh Capital Management
North Carolina
$538K -$415K -7,635 -43%
CPP
561
Capasso Planning Partners
South Carolina
$537K -$39.1K -720 -7%
LWM
562
Lodestone Wealth Management
Washington
$537K +$598 +11 +0.1%
NB
563
NBT Bank
New York
$535K -$129K -2,370 -19%
CWM
564
Cornerstone Wealth Management
Missouri
$533K -$99.2K -1,824 -15%
DADC
565
D.A. Davidson & Co
Montana
$531K +$9.4K +173 +2%
WTC
566
WhitTier Trust Company
Nevada
$527K -$343K -6,309 -39%
CTWM
567
Cherry Tree Wealth Management
Minnesota
$526K -$4.08K -75 -0.8%
CCM
568
Coldstream Capital Management
Washington
$525K -$127K -2,339 -19%
AWM
569
Ariadne Wealth Management
California
$522K +$535K +9,845 New
AWM
570
Aspire Wealth Management
Massachusetts
$518K -$219K -4,024 -29%
MWM
571
Mission Wealth Management
California
$514K +$16.4K +302 +3%
MAS
572
Madden Advisory Services
Florida
$512K +$28K +516 +6%
EAM
573
Evanson Asset Management
California
$512K -$20.5K -378 -4%
CAAM
574
Cornerstone Advisors Asset Management
Pennsylvania
$511K – – –
SFA
575
Sequoia Financial Advisors
Ohio
$508K +$124K +2,283 +31%
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