EFV icon

iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
726
Portside Wealth Group
Utah
$340K +$59K +1,078 +20%
BHPW
727
Beverly Hills Private Wealth
California
$340K -$47.9K -875 -12%
HPC
728
Hobart Private Capital
North Carolina
$337K -$36.4K -664 -9%
HFA
729
Hippocratic Financial Advisors
California
$336K +$350K +6,397 New
SPWG
730
Syntegra Private Wealth Group
Missouri
$335K -$17.3K -316 -5%
EAM
731
Empirical Asset Management
Massachusetts
$335K +$62.2K +1,135 +22%
SS
732
Sunbelt Securities
Texas
$335K – – –
SW
733
Simplicity Wealth
New Jersey
$334K -$8.08M -147,572 -96%
CFG
734
Citizens Financial Group
Rhode Island
$332K +$108K +1,971 +45%
PCIG
735
Partners Capital Investment Group
Massachusetts
$332K -$346K -6,323 -50%
WPC
736
Wedmont Private Capital
Pennsylvania
$332K +$931 +17 +0.3%
RCAG
737
Rehmann Capital Advisory Group
Michigan
$328K +$55.5K +1,014 +19%
PGFC
738
Peapack-Gladstone Financial Corp
New Jersey
$327K +$65.7K +1,200 +24%
SRB
739
Shotwell Rutter Baer
Michigan
$325K +$9.64K +176 +3%
FCH
740
Freestone Capital Holdings
Washington
$325K +$54.9K +1,003 +19%
CWM
741
Copia Wealth Management
Oregon
$323K +$337K +6,159 New
EFS
742
Essex Financial Services
Connecticut
$322K +$25.7K +470 +8%
FLPIM
743
F.L. Putnam Investment Management
Massachusetts
$321K -$231K -4,209 -41%
TPI
744
Trust Point Inc
Wisconsin
$320K +$334K +6,105 New
BWA
745
Bordeaux Wealth Advisors
California
$318K -$876 -16 -0.3%
DRP
746
Decker Retirement Planning
Utah
$316K +$329K +6,013 New
VA
747
Valmark Advisers
Ohio
$315K -$17.5K -319 -5%
AWA
748
Aaron Wealth Advisors
Illinois
$314K +$5.64K +103 +2%
TWM
749
Tanglewood Wealth Management
Texas
$313K -$1.04K -19 -0.3%
WBG
750
Wharton Business Group
Pennsylvania
$313K – – –
28 29
30
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