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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
601
Bryn Mawr Capital Management
Pennsylvania
$541K +$19.5K +353 +4%
MWA
602
Motive Wealth Advisors
Michigan
$540K – – –
SFA
603
Sequoia Financial Advisors
Ohio
$535K -$15.4K -279 -3%
LEA
604
Legacy Edge Advisors
New York
$531K +$79.4K +1,437 +18%
LWM
605
Lodestone Wealth Management
Washington
$527K -$52.8K -957 -9%
OLVIG
606
Oliver Lagore Vanvalin Investment Group
Michigan
$513K +$216K +3,918 +79%
OPCM
607
Osborne Partners Capital Management
California
$506K – – –
HA
608
Herold Advisors
New York
$495K +$475K +8,600 New
WA
609
Wambolt & Associates
Colorado
$490K -$167K -3,029 -26%
GFA
610
Gallagher Fiduciary Advisors
Illinois
$485K -$500K -9,060 -52%
ESB
611
Essex Savings Bank
Connecticut
$483K -$3.04K -55 -0.7%
PIA
612
Pinion Investment Advisors
Kansas
$481K +$462K +8,361 New
CA
613
Claris Advisors
Missouri
$480K – – –
BOSSRA
614
B.O.S.S. Retirement Advisors
Utah
$480K +$219K +3,958 +90%
RFG
615
REAP Financial Group
Texas
$477K -$47.4K -859 -9%
CA
616
CGN Advisors
Kansas
$475K +$71.9K +1,302 +19%
FA
617
Flagstar Advisors
New York
$474K +$150K +2,721 +49%
QHA
618
Quarry Hill Advisors
Minnesota
$472K -$31.1K -564 -6%
ATC
619
Argent Trust Co
Tennessee
$470K +$170K +3,086 +61%
TFF
620
The Family Firm
Maryland
$467K -$59.2K -1,072 -12%
PP
621
Prosperity Planning
Missouri
$465K +$100K +1,815 +29%
GLA
622
Good Life Advisors
Pennsylvania
$465K +$223K +4,034 +100%
HCA
623
Harbour Capital Advisors
Virginia
$462K – – –
CRC
624
Curi RMB Capital
Illinois
$462K +$8.56K +155 +2%
FP
625
Financial Perspectives
Minnesota
$461K – – –
23 24
25
26 27