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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
626
Conning Inc
Connecticut
$521K -$146K -2,665 -21%
PW
627
PUREfi Wealth
Massachusetts
$514K +$536K +9,795 New
CTWM
628
Cherry Tree Wealth Management
Minnesota
$507K -$11.1K -202 -2%
EAM
629
Evanson Asset Management
California
$506K – – –
CAAM
630
Cornerstone Advisors Asset Management
Pennsylvania
$506K – – –
FPW
631
Fairvoy Private Wealth
Alabama
$503K +$525K +9,578 New
OWA
632
Opal Wealth Advisors
New York
$502K +$524K +9,571 New
WWP
633
WR Wealth Planners
Missouri
$501K -$686K -12,530 -57%
AG
634
AlTi Global
New York
$495K – – –
OLVIG
635
Oliver Lagore Vanvalin Investment Group
Michigan
$495K +$28.4K +519 +6%
NW
636
Naviter Wealth
Arkansas
$493K +$514K +9,390 New
BFG
637
Beacon Financial Group
Texas
$486K -$216K -3,940 -30%
FWM
638
FLP Wealth Management
Arkansas
$481K +$502K +9,168 New
LWM
639
Lodestone Wealth Management
Washington
$481K – – –
NB
640
NBT Bank
New York
$478K -$35K -640 -7%
GIA
641
GHP Investment Advisors
Colorado
$477K -$91.6K -1,672 -16%
ESB
642
Essex Savings Bank
Connecticut
$473K +$33.7K +616 +7%
HIGP
643
Hill Investment Group Partners
Missouri
$472K -$575K -10,503 -54%
MFG
644
MidWestOne Financial Group
Iowa
$468K -$30.8K -562 -6%
LSA
645
Lion Street Advisors
Texas
$467K +$145K +2,640 +42%
HA
646
Herold Advisors
New York
$466K +$15.5K +283 +3%
MAMG
647
Milestone Asset Management Group
Connecticut
$466K +$486K +8,878 New
LNWWM
648
Laird Norton Wetherby Wealth Management
California
$464K +$188K +3,438 +63%
OPCM
649
Osborne Partners Capital Management
California
$462K – – –
IAN
650
Integrated Advisors Network
Texas
$459K +$80.1K +1,462 +20%
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