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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$62.3M -$396K -6,995 -0.7%
Stifel Financial
52
Stifel Financial
Missouri
$61.9M -$13.6M -240,628 -19%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$61M -$1.68M -29,744 -3%
SWP
54
Sagespring Wealth Partners
Tennessee
$59.7M -$10.7M -188,382 -16%
SW
55
SoFi Wealth
California
$54.5M +$51.3M +907,276 +5,413%
PLFA
56
Pacific Life Fund Advisors
California
$54M +$27.5M +486,505 +113%
FSWA
57
Financial Synergies Wealth Advisors
Texas
$53M +$933K +16,487 +2%
BPA
58
Beacon Pointe Advisors
California
$51.3M -$1.91M -33,706 -4%
LFG
59
Larson Financial Group
Missouri
$44.9M -$542K -9,574 -1%
AWMS
60
Advocacy Wealth Management Services
Georgia
$41.7M -$5.12M -90,481 -11%
Osaic Holdings
61
Osaic Holdings
Arizona
$41.6M -$15.2M -268,392 -28%
Truist Financial
62
Truist Financial
North Carolina
$41.3M -$7.05M -124,668 -15%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$40.8M -$38.6M -682,399 -50%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$40.7M -$6.13M -108,394 -14%
APW
65
Austin Private Wealth
Texas
$39.7M -$8.29M -146,518 -18%
Mariner
66
Mariner
Kansas
$39.3M -$3.38M -59,828 -8%
TA
67
Townsend & Associates
Colorado
$37.6M +$9.73M +171,952 +36%
OPAM
68
Ocean Park Asset Management
California
$36.7M +$35.2M +622,179 New
AI
69
Atria Investments
North Carolina
$32.3M -$9.5M -167,898 -23%
AWS
70
Atria Wealth Solutions
New York
$32.3M -$8.54M -150,901 -22%
IA
71
Integrity Alliance
Iowa
$30.5M +$4.86M +85,913 +20%
WA
72
Waverly Advisors
Alabama
$30.3M -$554K -9,788 -2%
FAT
73
First American Trust
California
$30M +$22.8M +403,538 +380%
IWA
74
Icon Wealth Advisors
Texas
$30M -$4.72M -83,500 -14%
EWA
75
EP Wealth Advisors
California
$29.8M -$3.58M -63,259 -11%