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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
EPG Wealth Management
Georgia
$64K +$608 +14 +1%
TFGT
702
TS Financial Group (TSFG)
Illinois
$62K – – –
TIM
703
Tortoise Investment Management
New York
$58.3K -$3.47K -80 -6%
MPCG
704
Matrix Private Capital Group
New York
$58.2K -$5.12K -118 -9%
BA
705
Bellwether Advisors
Nebraska
$57.1K -$8.9K -205 -14%
OFG
706
Oxford Financial Group
Indiana
$55.2K +$52.2K +1,203 New
MWC
707
MBM Wealth Consultants
Missouri
$54K +$50.6K +1,166 New
MA
708
Montag & Associates
Georgia
$53.4K – – –
CT
709
Cambridge Trust
Massachusetts
$52K +$33K +761 +207%
SCA
710
Stonebridge Capital Advisors
Minnesota
$50.3K +$87 +2 +0.2%
CT
711
Clearstead Trust
Maine
$47K -$16.7K -385 -27%
WTA
712
Washington Trust Advisors
Massachusetts
$46.4K – – –
MAWA
713
Moss Adams Wealth Advisors
Washington
$46.2K +$43.7K +1,007 New
Barclays
714
Barclays
United Kingdom
$40.8K +$38.6K +890 New
GEA
715
Glen Eagle Advisors
New Jersey
$40K +$43 +1 +0.1%
HNWAG
716
High Net Worth Advisory Group
Florida
$40K – – –
JWA
717
JFS Wealth Advisors
Pennsylvania
$39K – – –
Deutsche Bank
718
Deutsche Bank
Germany
$38.1K – – –
FWM
719
Focused Wealth Management
New York
$36.7K +$34.7K +800 New
RG
720
Retirement Group
California
$34K +$4.38K +101 +17%
PIA
721
Powell Investment Advisors
Florida
$32.4K +$347 +8 +1%
HR
722
Howe & Rusling
New York
$32.3K +$30.6K +704 New
LS
723
Leelyn Smith
Illinois
$32K – – –
BEI
724
Benjamin Edwards Inc
Missouri
$31K +$347 +8 +1%
AWM
725
Abound Wealth Management
Tennessee
$30.4K +$781 +18 +3%