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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
726
Stokes Family Office
Louisiana
$233K -$1.09K -20 -0.5%
BTWM
727
Baker Tilly Wealth Management
Wisconsin
$232K -$275K -5,055 -54%
FAM
728
Frontier Asset Management
Wyoming
$232K +$707 +13 +0.3%
EWP
729
Elevation Wealth Partners
California
$231K +$6.69K +123 +3%
SB
730
Simmons Bank
Arkansas
$231K +$4.73K +87 +2%
PIA
731
Perennial Investment Advisors
California
$230K -$118K -2,165 -33%
BHPW
732
Beverly Hills Private Wealth
California
$228K -$179K -3,298 -43%
UL
733
Unionview LLC
Washington
$227K +$2.88K +53 +1%
SWP
734
Semus Wealth Partners
Florida
$226K -$105K -1,923 -31%
CFG
735
Citizens Financial Group
Rhode Island
$225K +$231K +4,245 New
ES
736
Eagle Strategies
New York
$225K -$2.54M -46,651 -92%
CFGA
737
Cambridge Financial Group (Arizona)
Arizona
$221K – – –
CCA
738
Criterion Capital Advisors
Tennessee
$219K -$30.8K -566 -12%
SAM
739
Strategy Asset Managers
California
$219K +$22.8K +420 +10%
AT
740
Arlington Trust
Alabama
$218K +$203K +3,740 +1,000%
GLA
741
Good Life Advisors
Pennsylvania
$215K +$978 +18 +0.4%
MFG
742
Magnus Financial Group
New York
$214K -$64.4K -1,184 -23%
WWM
743
Western Wealth Management
Colorado
$213K -$49.3K -907 -18%
OFA
744
Oak Family Advisors
Illinois
$210K – – –
PCM
745
Pointe Capital Management
Michigan
$210K -$36K -663 -14%
VCM
746
Versant Capital Management
Arizona
$207K – – –
FTWA
747
Fifth Third Wealth Advisors
Ohio
$207K +$212K +3,900 New
CCM
748
Ciovacco Capital Management
Georgia
$203K -$15.5K -286 -7%
FNBT
749
FineMark National Bank & Trust
Florida
$202K +$207K +3,811 New
NW
750
NewEdge Wealth
Pennsylvania
$201K -$34K -625 -14%
28 29
30
31 32