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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
626
Transcend Capital Advisors
New Jersey
$1.18M -$198K -2,638 -14%
RFP
627
RCS Financial Planning
Maryland
$1.18M -$3.04M -40,389 -72%
AF
628
ASL Financial
California
$1.17M +$104K +1,379 +10%
JDLA
629
J. Derek Lewis & Associates
California
$1.17M +$26.5K +353 +2%
LGG
630
Luts & Greenleigh Group
Maryland
$1.17M +$44.7K +595 +4%
MWM
631
Maripau Wealth Management
Indiana
$1.15M -$424K -5,646 -27%
CCWA
632
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.14M +$16.8K +223 +1%
MFIM
633
Mesirow Financial Investment Management
Illinois
$1.14M +$116K +1,542 +11%
SC
634
Sierra Capital
Florida
$1.13M
WIM
635
WealthPlan Investment Management
Nebraska
$1.13M -$224K -2,987 -16%
TC
636
Town Capital
Maryland
$1.13M -$4.61M -61,374 -80%
SWP
637
Semus Wealth Partners
Florida
$1.12M -$41.3K -549 -4%
PI
638
PFG Investments
New York
$1.12M +$360K +4,785 +46%
ECM
639
Evergreen Capital Management
Washington
$1.12M -$112K -1,484 -9%
LWCFA
640
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M
KWA
641
Kingswood Wealth Advisors
California
$1.11M -$169K -2,251 -13%
FWP
642
Falcon Wealth Planning
California
$1.1M -$112K -1,495 -9%
IF
643
Intrua Financial
Texas
$1.08M -$11.8K -157 -1%
TSS
644
Two Sigma Securities
New York
$1.06M -$264K -3,519 -20%
MG
645
Mather Group
Illinois
$1.06M -$608K -8,089 -36%
AA
646
Advisory Alpha
Michigan
$1.05M -$2.79M -37,070 -72%
NL
647
NWAM LLC
Washington
$1.05M -$28.3K -376 -3%
BOSSRA
648
B.O.S.S. Retirement Advisors
Utah
$1.04M -$216K -2,871 -17%
GWM
649
Gibbs Wealth Management
Georgia
$1.04M +$1.05M +14,014 New
ATI
650
ARK & TLK Investments
Oklahoma
$1.04M -$97.7K -1,300 -9%