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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
601
Global Trust Asset Management
Florida
$5K – – –
BWL
602
Bogart Wealth LLC
Virginia
$5K +$2.8K +54 +102%
ACA
603
Aptus Capital Advisors
Alabama
$5K +$5.03K +97 +2,425%
LWANC
604
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
JCM
605
Jacobi Capital Management
Pennsylvania
$4K +$2.59K +50 +208%
BCA
606
Bray Capital Advisors
Florida
$3K – – –
CAAS
607
Capital Asset Advisory Services
Michigan
$3K – – –
BWP
608
Baldwin Wealth Partners
Massachusetts
$3K +$2.64K +51 New
MWM
609
Mascoma Wealth Management
New Hampshire
$3K +$2.69K +52 New
WIM
610
Westside Investment Management
California
$2.03K +$393K +7,577 +23%
AA
611
Addison Advisors
Vermont
$2K – – –
CFA
612
Carroll Financial Associates
North Carolina
$2K – – –
CPFP
613
Clear Perspectives Financial Planning
Ohio
$2K – – –
SSC
614
Syverson Strege & Co
Iowa
$2K – – –
MFA
615
McClarren Financial Advisors
Pennsylvania
$2K +$2.64K +51 New
APWA
616
Atlas Private Wealth Advisors
New Jersey
$1K – – –
FWM
617
Focused Wealth Management
New York
$1K – – –
GWSG
618
GPS Wealth Strategies Group
Colorado
$1K – – –
TRCT
619
Tower Research Capital (TRC)
New York
$1K +$1.19K +23 New
HWA
620
HHM Wealth Advisors
Tennessee
$1K +$1.29K +25 New
ED
621
Exane Derivatives
France
$305 – – –
EWA
622
Exencial Wealth Advisors
Oklahoma
– -$25.3M -489,194 Closed
LOAMU
623
Lombard Odier Asset Management (USA)
New York
– -$18.9M -365,200 Closed
KIM
624
Karpus Investment Management
New York
– -$11.6M -224,725 Closed
CSPAM
625
Cary Street Partners Asset Management
Virginia
– -$7.59M -146,665 Closed
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