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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
651
Legacy Wealth Asset Management
Minnesota
$223K – – –
PA
652
Parallel Advisors
California
$223K -$19.7K -407 -8%
FA
653
Flagstar Advisors
New York
$221K +$221K +4,559 New
ISWM
654
Independent Solutions Wealth Management
New York
$221K -$65.2K -1,348 -23%
TFCP
655
Twin Focus Capital Partners
Massachusetts
$217K – – –
AFGAS
656
Allegiance Financial Group Advisory Services
Virginia
$215K – – –
FPGK
657
Financial Partners Group (Kansas)
Kansas
$215K +$214K +4,427 New
NAM
658
NTV Asset Management
West Virginia
$214K – – –
OFA
659
Oak Family Advisors
Illinois
$209K +$209K +4,316 New
FCA
660
Fortis Capital Advisors
Kansas
$206K +$45.9K +949 +29%
PMFA
661
Plante Moran Financial Advisors
Michigan
$205K -$1.21M -25,043 -86%
EWP
662
Elevation Wealth Partners
California
$202K +$202K +4,164 New
CSWM
663
Cassady Schiller Wealth Management
Ohio
$190K – – –
MFT
664
Moisand Fitzgerald Tamayo
Florida
$181K -$63.4K -1,310 -26%
IBOK
665
Independence Bank of Kentucky
Kentucky
$172K – – –
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$165K -$27.7K -572 -14%
CPA
667
Cardiff Park Advisors
California
$152K – – –
CIA
668
Cape Investment Advisory
Georgia
$136K +$136K +2,803 New
BC
669
Bartlett & Co
Ohio
$136K – – –
BCWM
670
Bartlett & Co Wealth Management
Ohio
$136K – – –
FFA
671
Founders Financial Alliance
North Carolina
$135K -$3.1K -64 -2%
PO
672
Private Ocean
California
$134K – – –
HB
673
Horizon Bancorp
Indiana
$126K -$16.3K -337 -11%
PPC
674
Park Place Capital
Alabama
$124K -$1.19M -24,654 -91%
NFSG
675
Newbridge Financial Services Group
Florida
$119K – – –
25 26
27
28 29