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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
701
Armis Advisers
Georgia
$698K -$12.1K -156 -2%
SIC
702
Samalin Investment Counsel
New York
$697K +$10.5K +136 +2%
KF
703
Krilogy Financial
Missouri
$695K +$5.81K +75 +0.8%
ACM
704
Advisors Capital Management
New Jersey
$692K +$199K +2,564 +40%
RDFA
705
Ritter Daniher Financial Advisory
Ohio
$689K – – –
LWM
706
Lodestone Wealth Management
Washington
$688K – – –
BTWM
707
Baker Tilly Wealth Management
Wisconsin
$683K +$66.7K +861 +11%
FMWA
708
Forvis Mazars Wealth Advisors
Missouri
$682K +$67.2K +868 +11%
Russell Investments Group
709
Russell Investments Group
United Kingdom
$682K +$414K +5,353 +150%
CA
710
Chatterton & Associates
California
$677K -$2M -25,830 -75%
VWWMG
711
Vermillion & White Wealth Management Group
Pennsylvania
$676K – – –
CTWM
712
Cherry Tree Wealth Management
Minnesota
$669K -$85K -1,098 -11%
CA
713
Centennial Advisors
Texas
$666K +$232 +3 +0%
PWA
714
Physician Wealth Advisors
Utah
$657K -$11.2M -144,106 -94%
TFCP
715
Twin Focus Capital Partners
Massachusetts
$656K – – –
MAMG
716
Milestone Asset Management Group
Connecticut
$655K +$8.36K +108 +1%
PB
717
Pinnacle Bancorp
Nebraska
$655K +$28.9K +373 +5%
SC
718
Scotia Capital
Ontario, Canada
$655K +$663K +8,559 New
AFO
719
Aurelius Family Office
New Hampshire
$655K -$66.3K -856 -9%
FCH
720
Freestone Capital Holdings
Washington
$653K -$237K -3,056 -26%
ESB
721
Essex Savings Bank
Connecticut
$651K -$4.96K -64 -0.7%
SPI
722
Sutton Place Investors
New York
$649K -$1.09M -14,022 -62%
VWA
723
Visionary Wealth Advisors
Illinois
$648K +$21K +271 +3%
TP
724
TritonPoint Partners
Maryland
$646K -$195K -2,517 -23%
MT
725
Midwest Trust
Kansas
$645K +$51K +659 +8%