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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
651
Arkadios Wealth Advisors
Georgia
$225K +$212K +4,893 New
LFA
652
LGT Financial Advisors
Texas
$224K +$212K +4,875 New
RFN
653
RDA Financial Network
Iowa
$215K +$203K +4,676 New
MC
654
Moors & Cabot
Massachusetts
$214K +$203K +4,670 New
GLA
655
Good Life Advisors
Pennsylvania
$214K +$202K +4,664 New
FIM
656
Freedom Investment Management
Connecticut
$214K +$202K +4,658 New
LWAM
657
Legacy Wealth Asset Management
Minnesota
$211K +$199K +4,593 New
HWM
658
Hohimer Wealth Management
Washington
$210K -$296K -6,827 -60%
CPO
659
Cerity Partners OCIO
New York
$209K +$198K +4,554 New
TFCP
660
Twin Focus Capital Partners
Massachusetts
$206K +$194K +4,480 New
T. Rowe Price Associates
661
T. Rowe Price Associates
Maryland
$205K +$194K +4,462 New
AFGAS
662
Allegiance Financial Group Advisory Services
Virginia
$204K +$193K +4,439 New
Wealthfront Advisers
663
Wealthfront Advisers
California
$203K +$192K +4,415 New
NAM
664
NTV Asset Management
West Virginia
$202K +$191K +4,400 New
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$201K -$8.77K -202 -4%
GI
666
Gradient Investments
Minnesota
$189K +$139K +3,212 +357%
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$183K +$77.1K +1,775 +81%
CSWM
668
Cassady Schiller Wealth Management
Ohio
$180K +$170K +3,925 New
IBOK
669
Independence Bank of Kentucky
Kentucky
$163K
FCA
670
Fortis Capital Advisors
Kansas
$151K +$143K +3,291 New
SIS
671
Sound Income Strategies
Florida
$145K -$9.55K -220 -7%
CPA
672
Cardiff Park Advisors
California
$143K
HB
673
Horizon Bancorp
Indiana
$135K +$128K +2,939 New
OIM
674
Oder Investment Management
California
$131K +$124K +2,850 New
FFA
675
Founders Financial Alliance
North Carolina
$130K -$5.86K -135 -5%