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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
551
Caprock Group
Idaho
$568K +$583K +10,717 New
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$563K +$35.3K +650 +7%
LL
553
LWMG LLC
Minnesota
$556K +$6.41K +118 +1%
FWA
554
FSC Wealth Advisors
New York
$550K +$357K +6,572 +173%
APC
555
Aspire Private Capital
North Carolina
$546K -$254K -4,677 -31%
AWM
556
Alterna Wealth Management
Texas
$542K -$124K -2,283 -18%
TCWA
557
Turtle Creek Wealth Advisors
Texas
$541K – – –
MWA
558
Motive Wealth Advisors
Michigan
$540K – – –
RCM
559
Raleigh Capital Management
North Carolina
$538K -$415K -7,635 -43%
CPP
560
Capasso Planning Partners
South Carolina
$537K -$39.1K -720 -7%
LWM
561
Lodestone Wealth Management
Washington
$537K +$598 +11 +0.1%
NB
562
NBT Bank
New York
$535K -$129K -2,370 -19%
CWM
563
Cornerstone Wealth Management
Missouri
$533K -$99.2K -1,824 -15%
DADC
564
D.A. Davidson & Co
Montana
$531K +$9.4K +173 +2%
WTC
565
WhitTier Trust Company
Nevada
$527K -$343K -6,309 -39%
CTWM
566
Cherry Tree Wealth Management
Minnesota
$526K -$4.08K -75 -0.8%
CCM
567
Coldstream Capital Management
Washington
$525K -$127K -2,339 -19%
AWM
568
Ariadne Wealth Management
California
$522K +$535K +9,845 New
AWM
569
Aspire Wealth Management
Massachusetts
$518K -$219K -4,024 -29%
MWM
570
Mission Wealth Management
California
$514K +$16.4K +302 +3%
MAS
571
Madden Advisory Services
Florida
$512K +$28K +516 +6%
EAM
572
Evanson Asset Management
California
$512K -$20.5K -378 -4%
CAAM
573
Cornerstone Advisors Asset Management
Pennsylvania
$511K – – –
SFA
574
Sequoia Financial Advisors
Ohio
$508K +$124K +2,283 +31%
FHC
575
First Heartland Consultants
Missouri
$501K +$25.7K +472 +5%
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