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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
601
Cornerstone Advisors Asset Management
Pennsylvania
$502K – – –
FLPIM
602
F.L. Putnam Investment Management
Massachusetts
$498K +$473K +9,557 New
AG
603
AlTi Global
New York
$495K +$471K +9,508 New
PIA
604
Perennial Investment Advisors
California
$492K -$72K -1,455 -13%
ATPW
605
Ashton Thomas Private Wealth
Arizona
$487K +$14.7K +298 +3%
TFF
606
The Family Firm
Maryland
$482K +$8.21K +166 +2%
MWM
607
Mission Wealth Management
California
$482K -$3.37K -68 -0.7%
LSA
608
Lion Street Advisors
Texas
$481K -$31.2K -630 -6%
SPWG
609
Syntegra Private Wealth Group
Missouri
$478K +$6.14K +124 +1%
MAS
610
Madden Advisory Services
Florida
$476K +$37.8K +764 +9%
HP
611
Holistic Planning
Texas
$475K +$452K +9,125 New
PFA
612
Pinnacle Family Advisors
Missouri
$474K -$48.8K -987 -10%
LFAS
613
Level Four Advisory Services
Texas
$472K -$31K -626 -6%
LEA
614
Legacy Edge Advisors
New York
$463K +$440K +8,885 New
AWA
615
Arkadios Wealth Advisors
Georgia
$462K +$11.8K +239 +3%
HWMA
616
Heritage Wealth Management (Arizona)
Arizona
$459K +$436K +8,811 New
OPCM
617
Osborne Partners Capital Management
California
$458K -$61.8K -1,248 -12%
HHRDM
618
H&H Retirement Design & Management
Nevada
$458K -$8.07K -163 -2%
QWM
619
Quadcap Wealth Management
Texas
$458K +$435K +8,797 New
QHA
620
Quarry Hill Advisors
Minnesota
$457K – – –
MFG
621
MidWestOne Financial Group
Iowa
$455K +$432K +8,728 New
ESB
622
Essex Savings Bank
Connecticut
$451K – – –
PP
623
Prosperity Planning
Missouri
$449K -$33.5K -676 -7%
FGAM
624
Financial Gravity Asset Management
Texas
$449K +$427K +8,622 New
HKIMG
625
Hutchens & Kramer Investment Management Group
Indiana
$444K -$27.1K -548 -6%
23 24
25
26 27