EFV icon

iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
576
Raymond James Trust
Florida
$271K -$68.2K -1,341 -20%
LAS
577
Lloyd Advisory Services
Georgia
$271K -$2.13K -42 -0.8%
CFS
578
CRA Financial Services
New Jersey
$271K – – –
HH
579
Hilltop Holdings
Texas
$271K +$274K +5,387 New
BOPW
580
Brandywine Oak Private Wealth
Pennsylvania
$269K +$272K +5,355 New
CSWM
581
Cassady Schiller Wealth Management
Ohio
$267K +$203 +4 +0.1%
CCM
582
Covington Capital Management
California
$266K – – –
SW
583
Simplicity Wealth
New Jersey
$255K -$315K -6,200 -55%
TWC
584
TD Waterhouse Canada
Ontario, Canada
$253K +$9.2K +181 +4%
PO
585
Private Ocean
California
$252K +$102 +2 +0%
MI
586
Moneywise Inc
Virginia
$250K – – –
B
587
Bridgeworth
Alabama
$248K +$250K +4,927 New
WPC
588
Wedmont Private Capital
Pennsylvania
$246K +$247K +4,855 New
GG
589
Gofen & Glossberg
Illinois
$245K +$407 +8 +0.2%
PG
590
Patten Group
Tennessee
$243K +$7.27K +143 +3%
ERWM
591
Elk River Wealth Management
Colorado
$243K +$246K +4,831 New
MCM
592
MAI Capital Management
Ohio
$241K +$3.51K +69 +1%
TC
593
Trilogy Capital
California
$237K -$33.7K -662 -12%
FPGK
594
Financial Partners Group (Kansas)
Kansas
$236K -$15.2K -298 -6%
RFA
595
Resurgent Financial Advisors
Georgia
$236K +$239K +4,704 New
AT
596
American Trust
Kentucky
$235K +$15.9K +313 +7%
WWA
597
WC Walker & Associates
California
$234K +$238K +4,680 New
LWAM
598
Legacy Wealth Asset Management
Minnesota
$231K – – –
ACM
599
Advance Capital Management
Michigan
$224K +$813 +16 +0.4%
MA
600
MONECO Advisors
Connecticut
$222K -$5.69K -112 -2%
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