We are live on ! Find out more
EFV icon

iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XF
651
XML Financial
Maryland
$260K +$6.94K +141 +3%
MSA
652
Marino Stram & Associates
Massachusetts
$260K +$4.68K +95 +2%
TH
653
Team Hewins
California
$252K – – –
FMII
654
Farmers & Merchants Investments Inc
Nebraska
$249K +$5.51K +112 +2%
HA
655
Herold Advisors
New York
$248K – – –
PCIA
656
Prime Capital Investment Advisors
Kansas
$244K -$14.1K -287 -5%
FFA
657
Founders Financial Alliance
North Carolina
$240K +$105K +2,123 +77%
SWA
658
SOA Wealth Advisors
New York
$238K -$312K -6,340 -57%
WPW
659
Waldron Private Wealth
Pennsylvania
$237K +$394 +8 +0.2%
Bessemer Group
660
Bessemer Group
New Jersey
$234K +$187K +3,800 +385%
MA
661
MKT Advisors
California
$232K -$35.6K -723 -14%
RWM
662
Rockwood Wealth Management
Pennsylvania
$225K -$98 -2 -0%
KIG
663
Kowal Investment Group
Wisconsin
$225K -$105K -2,126 -32%
LWAM
664
Legacy Wealth Asset Management
Minnesota
$225K – – –
PO
665
Private Ocean
California
$221K +$86K +1,747 +63%
3LCM
666
3D/L Capital Management
Connecticut
$221K -$149K -3,034 -40%
TFCP
667
Twin Focus Capital Partners
Massachusetts
$219K – – –
SAM
668
Strategy Asset Managers
California
$219K -$36.5K -742 -14%
WPC
669
Wedmont Private Capital
Pennsylvania
$218K +$215K +4,375 New
AFGAS
670
Allegiance Financial Group Advisory Services
Virginia
$217K – – –
NAM
671
NTV Asset Management
West Virginia
$215K – – –
HWA
672
HHM Wealth Advisors
Tennessee
$215K +$134K +2,712 +161%
PA
673
Parallel Advisors
California
$212K -$13.1K -267 -6%
OFA
674
Oak Family Advisors
Illinois
$211K – – –
ISWM
675
Independent Solutions Wealth Management
New York
$210K -$12.8K -259 -6%