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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
751
Ballentine Partners
Massachusetts
$553K -$13.6K -175 -2%
MWP
752
Madison Wealth Partners
Wisconsin
$551K +$221K +2,849 +65%
FCM
753
Fortis Capital Management
Washington
$550K – – –
HI
754
Hyundai Investments
South Korea
$546K +$350K +4,521 +173%
LWPC
755
Legacy Wealth Partners (Colorado)
Colorado
$546K -$449K -5,803 -45%
WFS
756
WealthGarden F.S.
California
$546K -$942K -12,169 -63%
AFW
757
Avantra Family Wealth
Pennsylvania
$542K -$865K -11,170 -61%
MFF
758
Michels Family Financial
Texas
$541K -$19.9K -257 -4%
MCA
759
MSH Capital Advisors
Arizona
$539K -$504K -6,508 -48%
MF
760
Montis Financial
Massachusetts
$539K +$6.58K +85 +1%
OPCM
761
Osborne Partners Capital Management
California
$538K +$3.64K +47 +0.7%
SWP
762
Semus Wealth Partners
Florida
$538K -$626K -8,083 -53%
FLPIM
763
F.L. Putnam Investment Management
Massachusetts
$538K +$19.4K +250 +4%
LFA
764
Lauterbach Financial Advisors
Texas
$535K +$5.73K +74 +1%
AO
765
Advisor OS
Illinois
$522K -$1.01K -13 -0.2%
AWM
766
Axxcess Wealth Management
California
$520K +$33.4K +432 +7%
MG
767
Mather Group
Illinois
$519K -$582K -7,515 -53%
FFG
768
Foundry Financial Group
New Hampshire
$517K +$68K +878 +15%
TCOV
769
Trust Company of Vermont
Vermont
$513K +$519K +6,701 New
EFS
770
Essex Financial Services
Connecticut
$508K -$36.9K -476 -7%
WDL
771
Well Done LLC
Michigan
$506K – – –
MHB
772
Midwest Heritage Bank
Iowa
$505K – – –
AWA
773
A4 Wealth Advisors
North Carolina
$502K -$152K -1,967 -23%
DWA
774
Delap Wealth Advisory
Oregon
$501K -$21.7K -280 -4%
TWM
775
Tradition Wealth Management
Minnesota
$499K -$2.58M -33,370 -84%
29 30
31
32 33