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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
551
Sound Income Strategies
Florida
$719K +$14.9K +270 +2%
AWM
552
Able Wealth Management
New Jersey
$717K +$688K +12,468 New
KWS
553
Keystone Wealth Services
California
$707K -$17K -308 -2%
PCA
554
Pallas Capital Advisors
Massachusetts
$698K -$111K -2,009 -14%
2L
555
25 LLC
Missouri
$696K +$663 +12 +0.1%
DWS
556
Discipline Wealth Solutions
South Carolina
$693K +$274K +4,962 +70%
LFA
557
LGT Financial Advisors
Texas
$688K +$368K +6,656 +126%
AIA
558
Alera Investment Advisors
Illinois
$684K -$1.3M -23,612 -66%
EWA
559
Emergent Wealth Advisors
New York
$680K -$844K -15,286 -56%
FCAM
560
First Citizens Asset Management
North Carolina
$679K -$60K -1,087 -8%
EFG
561
Elios Financial Group
Ohio
$674K +$647K +11,712 New
FG
562
Foster Group
Iowa
$673K +$6.85K +124 +1%
DAS
563
Dynamic Advisor Solutions
Arizona
$673K +$9.88K +179 +2%
WWM
564
Western Wealth Management
Colorado
$671K +$423K +7,653 +191%
MCA
565
MSH Capital Advisors
Arizona
$670K +$643K +11,650 New
CPP
566
Capasso Planning Partners
South Carolina
$662K +$76.1K +1,379 +14%
VFA
567
Valeo Financial Advisors
Indiana
$660K +$23K +417 +4%
SIC
568
Samalin Investment Counsel
New York
$643K +$16.1K +291 +3%
Lido Advisors
569
Lido Advisors
California
$633K -$21.4K -387 -3%
AAS
570
Ameritas Advisory Services
Nebraska
$631K -$160K -2,902 -21%
AFG
571
Atomi Financial Group
New York
$628K -$217K -3,937 -27%
BP
572
BWM Planning
Texas
$626K +$601K +10,880 New
MWAM
573
Manhattan West Asset Management
California
$622K -$5.52K -100 -0.9%
FCFC
574
First Commonwealth Financial Corp
Pennsylvania
$622K -$136K -2,468 -19%
LWA
575
Lantern Wealth Advisors
New York
$621K +$341K +6,182 +134%