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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
676
Bartlett & Co Wealth Management
Ohio
$128K +$1.39K +32 +1%
BC
677
Bartlett & Co
Ohio
$128K +$1.39K +32 +1%
PO
678
Private Ocean
California
$127K -$53.6K -1,235 -31%
FA
679
Fortis Advisors
Pennsylvania
$121K +$5.6K +129 +5%
WAM
680
Worth Asset Management
Texas
$116K +$110K +2,539 New
NFSG
681
Newbridge Financial Services Group
Florida
$113K +$478 +11 +0.4%
HS
682
Horan Securities
United States
$111K +$105K +2,422 New
TWA
683
TCI Wealth Advisors
Arizona
$103K +$37.8K +871 +63%
GMA
684
Glassy Mountain Advisors
Maryland
$100K +$94.6K +2,179 New
LCM
685
Logan Capital Management
Pennsylvania
$95.8K – – –
ACA
686
Aptus Capital Advisors
Alabama
$90.5K +$8.12K +187 +10%
WT
687
Washington Trust
Rhode Island
$87.4K +$82.7K +1,906 New
GFWA
688
Grey Fox Wealth Advisors
Delaware
$86.5K +$81.8K +1,885 New
AAG
689
Armstrong Advisory Group
Massachusetts
$84.3K +$79.8K +1,838 New
DWP
690
Destiny Wealth Partners
Florida
$83.5K +$79K +1,820 New
CBT
691
CoreFirst Bank & Trust
Kansas
$80.3K +$76K +1,750 New
BA
692
Ballast Advisors
Minnesota
$80.1K +$478 +11 +0.6%
TRCT
693
Tower Research Capital (TRC)
New York
$80K +$75.3K +1,735 New
ME
694
McIlrath & Eck
Washington
$78.4K – – –
LB
695
Legacy Bridge
Iowa
$70K – – –
MPCL
696
My Personal CFO LLC
Washington
$69.2K +$65.5K +1,508 New
AIM
697
Anchor Investment Management
South Carolina
$67.7K – – –
CWP
698
Concord Wealth Partners
Virginia
$67.3K +$63.6K +1,466 New
BCMLT
699
Beacon Capital Management LLC (Tennessee)
Tennessee
$67K +$39.6K +912 +166%
EWM
700
EPG Wealth Management
Georgia
$64K +$608 +14 +1%
26 27
28
29 30