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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
701
QRG Capital Management
Illinois
$440K +$159K +2,816 +60%
PAM
702
Palisade Asset Management
Minnesota
$440K – – –
MPWT
703
MassMutual Private Wealth & Trust
Connecticut
$434K +$38.2K +676 +10%
DWA
704
Delap Wealth Advisory
Oregon
$432K – – –
TP
705
Tranquility Partners
Tennessee
$430K -$39.7K -701 -9%
FTWA
706
Fifth Third Wealth Advisors
Ohio
$428K +$131K +2,321 +47%
LEA
707
Legacy Edge Advisors
New York
$422K -$62.9K -1,112 -13%
OWP
708
ORG Wealth Partners
Texas
$421K +$4.64K +82 +1%
TPWA
709
TRUE Private Wealth Advisors
Oregon
$418K -$375K -6,637 -48%
PWM
710
PBMares Wealth Management
Virginia
$418K – – –
WA
711
Wambolt & Associates
Colorado
$416K -$17.9K -317 -4%
NA
712
Novus Advisors
South Carolina
$412K +$849 +15 +0.2%
MCA
713
Midwest Capital Advisors
Michigan
$410K – – –
CA
714
Continuum Advisory
Idaho
$409K -$61K -1,079 -13%
MIA
715
MainStreet Investment Advisors
Illinois
$409K – – –
PWG
716
Portside Wealth Group
Utah
$400K +$17K +301 +5%
FA
717
Fermata Advisors
California
$398K -$6K -106 -2%
GJIA
718
Glass Jacobson Investment Advisors
Maryland
$398K – – –
PGFC
719
Peapack-Gladstone Financial Corp
New Jersey
$398K +$29.9K +529 +8%
KWS
720
Keystone Wealth Services
California
$394K -$30K -531 -7%
DCM
721
DGS Capital Management
New Jersey
$393K -$6.84K -121 -2%
SW
722
SMART Wealth
Nebraska
$391K +$73.5K +1,299 +24%
PP
723
Prosperity Planning
Missouri
$391K -$95.4K -1,687 -20%
CCA
724
Childress Capital Advisors
Texas
$387K +$372K +6,567 New
TWA
725
Talisman Wealth Advisors
New Jersey
$387K +$2.43K +43 +0.7%
27 28
29
30 31