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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
626
Lifeworks Advisors
Michigan
$929K -$453K -5,847 -33%
OWP
627
ORG Wealth Partners
Texas
$925K +$87.1K +1,125 +10%
MC
628
Moors & Cabot
Massachusetts
$924K -$155 -2 -0%
FMP
629
Financial Management Professionals
Texas
$924K -$107K -1,376 -10%
PGFC
630
Peapack-Gladstone Financial Corp
New Jersey
$920K +$60.2K +777 +7%
CIC
631
Chilton Investment Company
Connecticut
$911K – – –
BP
632
BWM Planning
Texas
$906K +$52K +671 +6%
FPW
633
Fairvoy Private Wealth
Alabama
$904K +$324K +4,179 +55%
CFG
634
Cooper Financial Group
California
$902K -$128K -1,653 -12%
VA
635
Vident Advisory
Georgia
$902K +$180K +2,319 +24%
RFP
636
RCS Financial Planning
Maryland
$894K -$323K -4,168 -26%
CFO
637
Cambient Family Office
Michigan
$892K – – –
CWAI
638
Core Wealth Advisors (Indiana)
Indiana
$890K -$6.85M -88,517 -88%
FA
639
Fiduciary Alliance
South Carolina
$888K +$15.3K +197 +2%
NB
640
Nicolet Bankshares
Wisconsin
$885K – – –
KOC
641
Koss-Olinger Consulting
Florida
$880K -$5M -64,563 -85%
DS
642
DRW Securities
Illinois
$880K +$890K +11,492 New
MWAM
643
Manhattan West Asset Management
California
$880K – – –
APC
644
Aspire Private Capital
North Carolina
$862K -$586K -7,567 -40%
FWIA
645
Fort Washington Investment Advisors
Ohio
$854K -$104K -1,340 -11%
KWS
646
Keystone Wealth Services
California
$848K -$124K -1,601 -13%
AWM
647
Accurate Wealth Management
Florida
$847K -$22K -284 -3%
ATC
648
Argent Trust Co
Tennessee
$843K -$386K -4,983 -31%
SIS
649
Sound Income Strategies
Florida
$840K -$203K -2,623 -19%
KWA
650
Kingswood Wealth Advisors
California
$838K -$303K -3,918 -26%
24 25
26
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