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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
626
Sound Financial Strategies Group
Mississippi
$812K +$15.1K +230 +2%
BCI
627
Blue Capital Inc
Nebraska
$811K +$787K +11,950 New
2L
628
25 LLC
Missouri
$808K +$725 +11 +0.1%
CIC
629
Chilton Investment Company
Connecticut
$807K +$784K +11,900 New
PFA
630
Pinnacle Family Advisors
Missouri
$798K -$12.1K -183 -2%
AFO
631
Aurelius Family Office
New Hampshire
$775K -$58.4K -886 -7%
OCM
632
One Capital Management
California
$770K -$10.1M -153,035 -93%
PWG
633
Portside Wealth Group
Utah
$769K +$239K +3,621 +47%
EWM
634
Evolution Wealth Management
Florida
$767K +$328K +4,976 +79%
MWAM
635
Manhattan West Asset Management
California
$762K – – –
PCA
636
Pallas Capital Advisors
Massachusetts
$760K -$27.6K -419 -4%
AWM
637
Accurate Wealth Management
Florida
$756K -$17.1K -259 -2%
CCA
638
Childress Capital Advisors
Texas
$739K – – –
SAI
639
Savvy Advisors Inc
New York
$738K -$300K -4,549 -29%
BP
640
BWM Planning
Texas
$737K – – –
FG
641
Foster Group
Iowa
$734K -$45.8K -695 -6%
FWM
642
FLP Wealth Management
Arkansas
$729K -$142K -2,152 -17%
ATC
643
Argent Trust Co
Tennessee
$722K +$59.8K +908 +9%
TFCP
644
Twin Focus Capital Partners
Massachusetts
$717K +$22.9K +347 +3%
MWM
645
Mission Wealth Management
California
$710K +$6.13K +93 +0.9%
MFG
646
Magnus Financial Group
New York
$705K -$170K -2,584 -20%
MC
647
Moors & Cabot
Massachusetts
$701K +$169K +2,571 +33%
WTC
648
WhitTier Trust Company
Nevada
$696K – – –
CPRC
649
Consolidated Portfolio Review Corp
New York
$695K -$45.5K -691 -6%
AWM
650
Ariadne Wealth Management
California
$694K – – –
24 25
26
27 28