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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
726
Diversify Wealth Management
Utah
$297K +$297K +5,384 New
CPA
727
Cardiff Park Advisors
California
$296K -$2.6K -47 -0.9%
IFA
728
Index Fund Advisors
California
$294K -$40K -725 -12%
PGFC
729
Peapack-Gladstone Financial Corp
New Jersey
$289K -$2.21K -40 -0.8%
GC
730
Gilbert & Cook
Iowa
$287K -$139K -2,509 -33%
OCM
731
One Capital Management
California
$285K -$508K -9,202 -65%
RFC
732
Regions Financial Corp
Alabama
$284K -$63.7K -1,153 -19%
WHCI
733
W.H. Cornerstone Investments
Massachusetts
$281K -$539K -9,762 -67%
WPW
734
Waldron Private Wealth
Pennsylvania
$279K +$55 +1 +0%
MIM
735
Macroview Investment Management
Maryland
$279K -$10.8K -195 -4%
MSA
736
Marino Stram & Associates
Massachusetts
$278K – – –
BAM
737
Belpointe Asset Management
Nevada
$277K +$266K +4,822 New
FCA
738
Fortis Capital Advisors
Kansas
$277K +$266K +4,822 New
WDL
739
Well Done LLC
Michigan
$276K -$8.67K -157 -3%
AWM
740
Angeles Wealth Management
California
$271K -$677K -12,256 -72%
AWM
741
Avior Wealth Management
Nebraska
$270K -$56K -1,015 -18%
TH
742
Team Hewins
California
$270K +$5.41K +98 +2%
TWP
743
Total Wealth Planning
Ohio
$269K -$76.4K -1,383 -23%
SWA
744
SOA Wealth Advisors
New York
$268K – – –
HCC
745
Hirtle Callaghan & Co
Pennsylvania
$268K – – –
QCM
746
QRG Capital Management
Illinois
$264K +$254K +4,596 New
LWAM
747
Legacy Wealth Asset Management
Minnesota
$264K – – –
VFPW
748
Vantage Financial Partners (Wisconsin)
Wisconsin
$264K +$253K +4,582 New
TGAM
749
TBH Global Asset Management
Tennessee
$261K +$250K +4,530 New
SC
750
Schoolcraft Capital
Colorado
$260K – – –
28 29
30
31 32