EFV icon

iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
626
Lindbrook Capital
California
$262K – – –
SC
627
Scotia Capital
Ontario, Canada
$261K – – –
API
628
Advisor Partners II
California
$261K +$1.69K +39 +0.7%
SAG
629
SageView Advisory Group
California
$261K +$247K +5,691 New
AFG
630
Allegheny Financial Group
Pennsylvania
$261K +$21K +484 +9%
B
631
Bridgeworth
Alabama
$260K +$20.7K +476 +9%
AWA
632
Aaron Wealth Advisors
Illinois
$259K +$245K +5,644 New
AFP
633
Ausdal Financial Partners
Iowa
$255K -$3.56K -82 -1%
WBG
634
Wharton Business Group
Pennsylvania
$252K +$239K +5,495 New
WSTAM
635
Wilbanks Smith & Thomas Asset Management
Virginia
$252K -$15.6K -360 -6%
MWM
636
Marion Wealth Management
Pennsylvania
$249K -$117K -2,684 -33%
MIM
637
Marco Investment Management
Georgia
$249K – – –
CFS
638
CRA Financial Services
New Jersey
$247K -$2.39K -55 -1%
Fisher Asset Management
639
Fisher Asset Management
Washington
$245K +$232K +5,339 New
SAM
640
Strategy Asset Managers
California
$244K -$19.5K -450 -8%
FCI
641
Financial Counselors Inc
Kansas
$244K +$231K +5,326 New
SWA
642
Strategies Wealth Advisors
Michigan
$244K +$231K +5,317 New
BWM
643
BCS Wealth Management
Tennessee
$242K – – –
CS
644
Capital Square
Tennessee
$239K – – –
TH
645
Team Hewins
California
$236K +$223K +5,147 New
CWP
646
Core Wealth Partners
California
$235K +$127K +2,925 New
HTC
647
Haverford Trust Company
Pennsylvania
$234K +$222K +5,110 New
RWM
648
Rockwood Wealth Management
Pennsylvania
$231K +$219K +5,035 New
MFT
649
Moisand Fitzgerald Tamayo
Florida
$231K +$46K +1,060 +27%
PA
650
Parallel Advisors
California
$229K -$69K -1,589 -24%