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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
601
Sound Financial Strategies Group
Mississippi
$1.3M +$421K +5,596 +47%
Point72 Asset Management
602
Point72 Asset Management
Connecticut
$1.3M +$1.31M +17,451 New
UWS
603
Unique Wealth Strategies
Illinois
$1.3M +$303K +4,026 +30%
LI
604
LRI Investments
Florida
$1.29M +$4.58K +61 +0.4%
PTC
605
Private Trust Company
Ohio
$1.29M +$2.86K +38 +0.2%
FFS
606
Founders Financial Securities
Maryland
$1.28M +$16.2K +215 +1%
SF
607
SeedSafe Financial
Texas
$1.27M – – –
WEG
608
World Equity Group
Illinois
$1.27M +$142K +1,891 +12%
CA
609
Clune & Associates
Illinois
$1.27M -$86.6K -1,152 -6%
ONB
610
Old National Bancorp
Indiana
$1.27M +$84.3K +1,121 +7%
MWA
611
Merkkuri Wealth Advisors
New York
$1.26M -$870K -11,572 -41%
AWMNH
612
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.26M -$240K -3,192 -16%
ACA
613
Ascension Capital Advisors
Texas
$1.25M – – –
SWM
614
Sagace Wealth Management
Florida
$1.24M -$1.3M -17,291 -51%
CFG
615
Citizens Financial Group
Rhode Island
$1.24M +$109K +1,453 +10%
HWM
616
Horizon Wealth Management
Illinois
$1.24M +$36.4K +484 +3%
EAM
617
Evanson Asset Management
California
$1.23M -$8.42K -112 -0.7%
PW
618
PUREfi Wealth
Massachusetts
$1.23M +$360K +4,791 +41%
FNBOO
619
First National Bank of Omaha
Nebraska
$1.23M -$62K -825 -5%
Betterment LLC
620
Betterment LLC
New York
$1.21M -$131K -1,749 -10%
BZWA
621
Blue Zone Wealth Advisors
California
$1.2M -$57.6K -766 -5%
FWM
622
Fonville Wealth Management
Virginia
$1.2M -$3.31K -44 -0.3%
Q1WB
623
Quest 10 Wealth Builders
Virginia
$1.2M +$2.03K +27 +0.2%
AWMS
624
Advocacy Wealth Management Services
Georgia
$1.2M -$75.8M -1,008,638 -98%
GWMIA
625
Global Wealth Management Investment Advisory
Florida
$1.19M -$115K -1,529 -9%