EFV icon

iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
651
Osborne Partners Capital Management
California
$462K – – –
IAN
652
Integrated Advisors Network
Texas
$459K +$80.1K +1,462 +20%
GJWM
653
Gilliland Jeter Wealth Management
Arkansas
$447K +$133K +2,434 +40%
BWM
654
BCS Wealth Management
Tennessee
$446K +$465K +8,492 New
FA
655
Flagstar Advisors
New York
$445K +$13.4K +244 +3%
CCWM
656
Cassaday & Co Wealth Management
Virginia
$442K -$357K -6,520 -44%
NWA
657
New World Advisors
Massachusetts
$437K +$456K +8,333 New
PP
658
Prosperity Planning
Missouri
$436K +$12.5K +229 +3%
ONB
659
Old National Bancorp
Indiana
$436K +$455K +8,306 New
MC
660
Moors & Cabot
Massachusetts
$435K +$454K +8,289 New
FP
661
Financial Perspectives
Minnesota
$435K +$14.8K +270 +3%
FTS
662
Fifth Third Securities
Ohio
$434K +$34.9K +637 +8%
TFF
663
The Family Firm
Maryland
$433K +$7.78K +142 +2%
LEA
664
Legacy Edge Advisors
New York
$433K -$52.6K -960 -10%
QHA
665
Quarry Hill Advisors
Minnesota
$431K – – –
ATC
666
Argent Trust Co
Tennessee
$428K -$383 -7 -0.1%
EL
667
EWA LLC
Pennsylvania
$426K -$12.4M -226,762 -97%
S
668
Sachetta
Massachusetts
$424K +$86.7K +1,583 +24%
MFF
669
Michels Family Financial
Texas
$424K +$443K +8,080 New
NRC
670
New Republic Capital
North Carolina
$423K +$49K +894 +12%
CA
671
Continuum Advisory
Idaho
$421K +$5.75K +105 +1%
TP
672
Tranquility Partners
Tennessee
$419K – – –
RWM
673
Raffa Wealth Management
District of Columbia
$416K +$5.04K +92 +1%
HCA
674
Harbour Capital Advisors
Virginia
$414K -$17.8K -325 -4%
RFG
675
REAP Financial Group
Texas
$410K -$26.7K -488 -6%
25 26
27
28 29