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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
626
Turtle Creek Wealth Advisors
Texas
$601K – – –
WPW
627
Waldron Private Wealth
Pennsylvania
$599K +$297K +5,245 +107%
VFO
628
Virtus Family Office
Texas
$598K -$2.77K -49 -0.5%
HIM
629
Hanlon Investment Management
New Jersey
$598K -$320K -5,658 -36%
HWM
630
Hemington Wealth Management
Virginia
$592K – – –
FFA
631
Fragasso Financial Advisors
Pennsylvania
$588K -$26.2K -463 -4%
AG
632
AlTi Global
New York
$587K +$29.2K +516 +5%
WTC
633
WhitTier Trust Company
Nevada
$586K -$12.2K -215 -2%
CI
634
Conning Inc
Connecticut
$585K – – –
CIAS
635
Capital Investment Advisory Services
North Carolina
$585K +$462K +8,160 +463%
VFA
636
Valeo Financial Advisors
Indiana
$578K -$43.1K -762 -7%
CTWM
637
Cherry Tree Wealth Management
Minnesota
$574K +$3.51K +62 +0.6%
CG
638
Caprock Group
Idaho
$573K -$78.5K -1,388 -12%
PIA
639
Perennial Investment Advisors
California
$572K -$91.3K -1,614 -14%
TWCA
640
Two West Capital Advisors
Kansas
$570K -$20.5K -363 -3%
PFA
641
Pinnacle Family Advisors
Missouri
$570K -$74.3K -1,314 -12%
EAM
642
Evanson Asset Management
California
$569K – – –
CAAM
643
Cornerstone Advisors Asset Management
Pennsylvania
$568K – – –
SEIA
644
Signature Estate & Investment Advisors
California
$566K -$39.7K -702 -7%
MWA
645
Motive Wealth Advisors
Michigan
$556K -$41.8K -738 -7%
SIMC
646
Squire Investment Management Company
Utah
$555K -$56.6K -1,000 -10%
PW
647
PUREfi Wealth
Massachusetts
$553K -$23.5K -416 -4%
SAM
648
Smartleaf Asset Management
Massachusetts
$549K +$306K +5,414 +142%
LWM
649
Lodestone Wealth Management
Washington
$541K +$1.07K +19 +0.2%
OP
650
ORG Partners
Indiana
$541K -$8.35M -147,602 -94%
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