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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
601
Motive Wealth Advisors
Michigan
$540K – – –
SFA
602
Sequoia Financial Advisors
Ohio
$535K -$15.4K -279 -3%
LEA
603
Legacy Edge Advisors
New York
$531K +$79.4K +1,437 +18%
LWM
604
Lodestone Wealth Management
Washington
$527K -$52.8K -957 -9%
OLVIG
605
Oliver Lagore Vanvalin Investment Group
Michigan
$513K +$216K +3,918 +79%
OPCM
606
Osborne Partners Capital Management
California
$506K – – –
HA
607
Herold Advisors
New York
$495K +$475K +8,600 New
WA
608
Wambolt & Associates
Colorado
$490K -$167K -3,029 -26%
GFA
609
Gallagher Fiduciary Advisors
Illinois
$485K -$500K -9,060 -52%
ESB
610
Essex Savings Bank
Connecticut
$483K -$3.04K -55 -0.7%
PIA
611
Pinion Investment Advisors
Kansas
$481K +$462K +8,361 New
CA
612
Claris Advisors
Missouri
$480K – – –
BOSSRA
613
B.O.S.S. Retirement Advisors
Utah
$480K +$219K +3,958 +90%
RFG
614
REAP Financial Group
Texas
$477K -$47.4K -859 -9%
CA
615
CGN Advisors
Kansas
$475K +$71.9K +1,302 +19%
FA
616
Flagstar Advisors
New York
$474K +$150K +2,721 +49%
QHA
617
Quarry Hill Advisors
Minnesota
$472K -$31.1K -564 -6%
ATC
618
Argent Trust Co
Tennessee
$470K +$170K +3,086 +61%
TFF
619
The Family Firm
Maryland
$467K -$59.2K -1,072 -12%
PP
620
Prosperity Planning
Missouri
$465K +$100K +1,815 +29%
GLA
621
Good Life Advisors
Pennsylvania
$465K +$223K +4,034 +100%
HCA
622
Harbour Capital Advisors
Virginia
$462K – – –
CRC
623
Curi RMB Capital
Illinois
$462K +$8.56K +155 +2%
FP
624
Financial Perspectives
Minnesota
$461K – – –
TP
625
Tranquility Partners
Tennessee
$460K – – –
23 24
25
26 27