EFV icon

iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
651
Rockwood Wealth Management
Pennsylvania
$223K -$20.9K -432 -9%
LWAM
652
Legacy Wealth Asset Management
Minnesota
$223K – – –
PA
653
Parallel Advisors
California
$223K -$19.7K -407 -8%
FA
654
Flagstar Advisors
New York
$221K +$221K +4,559 New
ISWM
655
Independent Solutions Wealth Management
New York
$221K -$65.2K -1,348 -23%
TFCP
656
Twin Focus Capital Partners
Massachusetts
$217K – – –
AFGAS
657
Allegiance Financial Group Advisory Services
Virginia
$215K – – –
FPGK
658
Financial Partners Group (Kansas)
Kansas
$215K +$214K +4,427 New
NAM
659
NTV Asset Management
West Virginia
$214K – – –
OFA
660
Oak Family Advisors
Illinois
$209K +$209K +4,316 New
FCA
661
Fortis Capital Advisors
Kansas
$206K +$45.9K +949 +29%
PMFA
662
Plante Moran Financial Advisors
Michigan
$205K -$1.21M -25,043 -86%
EWP
663
Elevation Wealth Partners
California
$202K +$202K +4,164 New
CSWM
664
Cassady Schiller Wealth Management
Ohio
$190K – – –
MFT
665
Moisand Fitzgerald Tamayo
Florida
$181K -$63.4K -1,310 -26%
IBOK
666
Independence Bank of Kentucky
Kentucky
$172K – – –
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$165K -$27.7K -572 -14%
CPA
668
Cardiff Park Advisors
California
$152K – – –
CIA
669
Cape Investment Advisory
Georgia
$136K +$136K +2,803 New
BC
670
Bartlett & Co
Ohio
$136K – – –
BCWM
671
Bartlett & Co Wealth Management
Ohio
$136K – – –
FFA
672
Founders Financial Alliance
North Carolina
$135K -$3.1K -64 -2%
PO
673
Private Ocean
California
$134K – – –
HB
674
Horizon Bancorp
Indiana
$126K -$16.3K -337 -11%
PPC
675
Park Place Capital
Alabama
$124K -$1.19M -24,654 -91%
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