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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
676
Red Tortoise LLC
Georgia
$409K +$7.39K +135 +2%
CRC
677
Curi RMB Capital
Illinois
$408K -$13.6K -248 -3%
BMCM
678
Bryn Mawr Capital Management
Pennsylvania
$408K -$89.8K -1,639 -17%
CBB
679
Citizens Business Bank
California
$407K – – –
CCM
680
Carlson Capital Management
Minnesota
$405K – – –
JWCA
681
J.W. Cole Advisors
Florida
$404K -$7.83K -143 -2%
CFFP
682
Center for Financial Planning
Michigan
$399K – – –
CA
683
Claris Advisors
Missouri
$399K -$40.8K -745 -9%
PSCM
684
Per Stirling Capital Management
Texas
$399K -$99.6K -1,819 -19%
CSPIA
685
Cary Street Partners Investment Advisory
Virginia
$398K -$14.1M -257,209 -97%
GJIA
686
Glass Jacobson Investment Advisors
Maryland
$398K +$15.4K +282 +4%
LRWM
687
Lord & Richards Wealth Management
Colorado
$397K +$415K +7,571 New
PB
688
Pinnacle Bancorp
Nebraska
$392K +$1.59K +29 +0.4%
PAM
689
Palisade Asset Management
Minnesota
$392K -$1.48K -27 -0.4%
LCM
690
Leisure Capital Management
California
$392K +$409K +7,467 New
MWM
691
Meridian Wealth Management
Kentucky
$389K -$19.1K -349 -4%
QP
692
Quartz Partners
New York
$389K +$2.52K +46 +0.6%
AFG
693
Allegheny Financial Group
Pennsylvania
$389K +$117K +2,130 +40%
WA
694
Wambolt & Associates
Colorado
$387K -$66K -1,205 -14%
DWA
695
Delap Wealth Advisory
Oregon
$385K +$66.2K +1,209 +20%
WTB
696
Washington Trust Bank
Washington
$385K +$401K +7,331 New
Bessemer Group
697
Bessemer Group
New Jersey
$379K -$35.7K -651 -8%
KWS
698
Keystone Wealth Services
California
$379K -$278K -5,079 -41%
TA
699
TrueWealth Advisors
Alabama
$378K +$57.4K +1,048 +17%
CA
700
CGN Advisors
Kansas
$377K -$58.4K -1,067 -13%