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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
551
Quest 10 Wealth Builders
Virginia
$965K +$80.4K +1,421 +10%
RA
552
Rockingstone Advisors
Massachusetts
$964K +$18.1K +320 +2%
PSCM
553
Per Stirling Capital Management
Texas
$955K +$487K +8,612 +113%
RCS
554
Retirement Capital Strategies
California
$954K +$916K +16,188 New
Betterment LLC
555
Betterment LLC
New York
$952K +$37.2K +658 +4%
WCM
556
WealthTrak Capital Management
Virginia
$949K -$333K -5,878 -27%
PWAM
557
Private Wealth Asset Management
Iowa
$948K +$910K +16,078 New
CWMK
558
Caliber Wealth Management (Kansas)
Kansas
$947K +$909K +16,070 New
MCA
559
MSH Capital Advisors
Arizona
$945K +$153K +2,711 +20%
CA
560
Clearstead Advisors
Ohio
$935K -$226K -4,003 -20%
LWCFA
561
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$912K +$812K +14,359 +1,568%
ACM
562
Absolute Capital Management
Pennsylvania
$908K -$257K -4,539 -23%
LJAC
563
L.J. Altfest & Co
New York
$902K -$8.99K -159 -1%
SC
564
Sierra Capital
Florida
$899K
WQ
565
Wealth Quarterback
New Jersey
$897K +$861K +15,219 New
PTC
566
Private Trust Company
Ohio
$896K -$196K -3,470 -19%
OCFG
567
O'Connor Financial Group
Illinois
$894K +$566 +10 +0.1%
MW
568
Marcum Wealth
Ohio
$883K -$92.2K -1,629 -10%
Lido Advisors
569
Lido Advisors
California
$882K +$186K +3,280 +28%
LA
570
Lifeworks Advisors
Michigan
$874K -$126K -2,226 -13%
LGG
571
Luts & Greenleigh Group
Maryland
$871K
CCM
572
Coldstream Capital Management
Washington
$870K -$213K -3,767 -20%
HFO
573
Heritage Family Offices
Arizona
$861K -$19.9K -351 -2%
SFA
574
Semmax Financial Advisors
North Carolina
$861K -$256K -4,523 -24%
GF
575
GGM Financials
Ohio
$831K -$14.2K -251 -2%