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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Claris Advisors
Missouri
$448K – – –
LAS
702
Lloyd Advisory Services
Georgia
$441K +$36K +636 +9%
QCM
703
QRG Capital Management
Illinois
$440K +$159K +2,816 +60%
PAM
704
Palisade Asset Management
Minnesota
$440K – – –
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$434K +$38.2K +676 +10%
DWA
706
Delap Wealth Advisory
Oregon
$432K – – –
TP
707
Tranquility Partners
Tennessee
$430K -$39.7K -701 -9%
FTWA
708
Fifth Third Wealth Advisors
Ohio
$428K +$131K +2,321 +47%
LEA
709
Legacy Edge Advisors
New York
$422K -$62.9K -1,112 -13%
OWP
710
ORG Wealth Partners
Texas
$421K +$4.64K +82 +1%
TPWA
711
TRUE Private Wealth Advisors
Oregon
$418K -$375K -6,637 -48%
PWM
712
PBMares Wealth Management
Virginia
$418K – – –
WA
713
Wambolt & Associates
Colorado
$416K -$17.9K -317 -4%
NA
714
Novus Advisors
South Carolina
$412K +$849 +15 +0.2%
MCA
715
Midwest Capital Advisors
Michigan
$410K – – –
CA
716
Continuum Advisory
Idaho
$409K -$61K -1,079 -13%
MIA
717
MainStreet Investment Advisors
Illinois
$409K – – –
PWG
718
Portside Wealth Group
Utah
$400K +$17K +301 +5%
FA
719
Fermata Advisors
California
$398K -$6K -106 -2%
GJIA
720
Glass Jacobson Investment Advisors
Maryland
$398K – – –
PGFC
721
Peapack-Gladstone Financial Corp
New Jersey
$398K +$29.9K +529 +8%
KWS
722
Keystone Wealth Services
California
$394K -$30K -531 -7%
DCM
723
DGS Capital Management
New Jersey
$393K -$6.84K -121 -2%
SW
724
SMART Wealth
Nebraska
$391K +$73.5K +1,299 +24%
PP
725
Prosperity Planning
Missouri
$391K -$95.4K -1,687 -20%
27 28
29
30 31