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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
576
Caprock Group
Idaho
$617K – – –
CWM
577
Cornerstone Wealth Management
Missouri
$607K +$28.2K +510 +5%
FFA
578
Fragasso Financial Advisors
Pennsylvania
$601K -$231K -4,178 -29%
FEM
579
Fulcrum Equity Management
Texas
$600K +$327K +5,926 +131%
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$594K -$15.8K -286 -3%
TCWA
581
Turtle Creek Wealth Advisors
Texas
$587K – – –
WTC
582
WhitTier Trust Company
Nevada
$584K +$11.9K +215 +2%
JSL
583
JT Stratford LLC
Georgia
$576K +$300K +5,430 +119%
MWM
584
Mission Wealth Management
California
$571K +$13K +236 +2%
CTWM
585
Cherry Tree Wealth Management
Minnesota
$568K -$2.65K -48 -0.5%
NB
586
NBT Bank
New York
$561K -$17.3K -314 -3%
PIA
587
Perennial Investment Advisors
California
$556K +$293K +5,314 +122%
EAM
588
Evanson Asset Management
California
$555K – – –
CAAM
589
Cornerstone Advisors Asset Management
Pennsylvania
$555K – – –
ATPW
590
Ashton Thomas Private Wealth
Arizona
$554K +$122K +2,211 +30%
HF
591
HRT Financial
New York
$552K +$530K +9,601 New
RFN
592
RDA Financial Network
Iowa
$552K +$74.4K +1,348 +16%
HWM
593
Hemington Wealth Management
Virginia
$551K +$33.5K +606 +6%
HFO
594
Heritage Family Offices
Arizona
$550K +$68K +1,231 +15%
AWM
595
Ariadne Wealth Management
California
$548K – – –
MFG
596
MidWestOne Financial Group
Iowa
$545K +$42.6K +772 +9%
AG
597
AlTi Global
New York
$543K – – –
PSCM
598
Per Stirling Capital Management
Texas
$542K +$37.2K +673 +8%
MFG
599
Magnus Financial Group
New York
$542K +$297K +5,381 +133%
BMCM
600
Bryn Mawr Capital Management
Pennsylvania
$541K +$19.5K +353 +4%
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