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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
726
Catalina Capital Group
California
$751K -$514K -6,837 -40%
LWA
727
Lantern Wealth Advisors
New York
$745K -$234K -3,113 -24%
MWM
728
Mission Wealth Management
California
$741K -$38K -505 -5%
FA
729
Fedenia Advisers
Wisconsin
$739K -$995K -13,236 -57%
AWM
730
Ariadne Wealth Management
California
$732K – – –
CTWM
731
Cherry Tree Wealth Management
Minnesota
$731K -$14.7K -196 -2%
PA
732
Parallel Advisors
California
$718K -$2.93K -39 -0.4%
ISFAN
733
Investor's Fiduciary Advisor Network
Washington
$711K -$600K -7,977 -45%
AA
734
Armis Advisers
Georgia
$711K -$28.6K -381 -4%
LJAC
735
L.J. Altfest & Co
New York
$710K -$14.8K -197 -2%
BFG
736
Beacon Financial Group
Texas
$709K -$203K -2,704 -22%
GM
737
GeoWealth Management
Illinois
$706K -$208K -2,768 -23%
VA
738
Vident Advisory
Georgia
$704K +$267K +3,549 +60%
CG
739
Caprock Group
Idaho
$703K -$18.7K -249 -3%
KF
740
Krilogy Financial
Missouri
$703K +$194K +2,576 +40%
BMCM
741
Bryn Mawr Capital Management
Pennsylvania
$703K +$42.8K +570 +6%
MWA
742
Motive Wealth Advisors
Michigan
$702K – – –
AFO
743
Aurelius Family Office
New Hampshire
$699K -$22.4K -298 -3%
HBW
744
Hazlett, Burt & Watson
West Virginia
$699K -$827 -11 -0.1%
BJL
745
Brighton Jones LLC
Washington
$692K +$700K +9,313 New
DRP
746
Decker Retirement Planning
Utah
$684K -$17.9K -238 -3%
TW
747
Traveka Wealth
California
$684K +$691K +9,199 New
LWM
748
LongView Wealth Management
Georgia
$683K +$53.7K +714 +9%
GIM
749
Goelzer Investment Management
Indiana
$681K +$689K +9,163 New
PFA
750
Pure Financial Advisors
California
$681K -$43.2K -575 -6%
28 29
30
31 32