EFV icon

iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
676
Newbridge Financial Services Group
Florida
$119K – – –
TIM
677
Tortoise Investment Management
New York
$115K +$53K +1,095 +86%
TWA
678
TCI Wealth Advisors
Arizona
$105K -$3.92K -81 -4%
OSAM
679
O'Shaughnessy Asset Management
Connecticut
$105K +$105K +2,168 New
LCM
680
Logan Capital Management
Pennsylvania
$97.7K -$3.63K -75 -4%
WT
681
Washington Trust
Rhode Island
$95.4K +$2.9K +60 +3%
GFWA
682
Grey Fox Wealth Advisors
Delaware
$91.5K – – –
AAG
683
Armstrong Advisory Group
Massachusetts
$89.2K – – –
SIS
684
Sound Income Strategies
Florida
$86.3K -$66.4K -1,371 -44%
BA
685
Ballast Advisors
Minnesota
$84.8K – – –
ME
686
McIlrath & Eck
Washington
$82.9K – – –
AIM
687
Anchor Investment Management
South Carolina
$81.8K +$10.2K +210 +14%
HWA
688
HHM Wealth Advisors
Tennessee
$81.7K +$81.5K +1,683 New
GCWM
689
Graham Capital Wealth Management
District of Columbia
$79.4K +$79.2K +1,636 New
IGWM
690
ICA Group Wealth Management
Colorado
$79K -$435K -8,991 -85%
LB
691
Legacy Bridge
Iowa
$74K – – –
EWM
692
EPG Wealth Management
Georgia
$68.5K +$726 +15 +1%
FA
693
Fortis Advisors
Pennsylvania
$67.5K -$60.3K -1,245 -47%
TFGT
694
TS Financial Group (TSFG)
Illinois
$66K – – –
MPCG
695
Matrix Private Capital Group
New York
$61.5K – – –
OFG
696
Oxford Financial Group
Indiana
$60.5K +$2.08K +43 +4%
BA
697
Bellwether Advisors
Nebraska
$60.4K – – –
MA
698
Montag & Associates
Georgia
$56.5K – – –
MAWA
699
Moss Adams Wealth Advisors
Washington
$50.9K +$1.99K +41 +4%
WTA
700
Washington Trust Advisors
Massachusetts
$49.1K – – –
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