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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
751
Forum Financial Management
Illinois
$311K +$6.68K +122 +2%
HNB
752
Hilltop National Bank
Wyoming
$307K – – –
SAI
753
Savvy Advisors Inc
New York
$306K +$1.59K +29 +0.5%
BAM
754
Belpointe Asset Management
Nevada
$303K +$28.9K +528 +11%
CWMA
755
Capstone Wealth Management (Alabama)
Alabama
$303K +$316K +5,769 New
DWM
756
Dopkins Wealth Management
New York
$302K +$18.2K +332 +6%
Wealthfront Advisers
757
Wealthfront Advisers
California
$299K -$41.9K -765 -12%
BOC
758
Blue Oak Capital
California
$299K +$312K +5,698 New
XF
759
XML Financial
Maryland
$298K +$5.37K +98 +2%
PMFA
760
Plante Moran Financial Advisors
Michigan
$295K -$219 -4 -0.1%
FCA
761
Fortis Capital Advisors
Kansas
$294K +$19.3K +352 +7%
SF
762
Summit Financial
New Jersey
$291K +$304K +5,555 New
CIA
763
Cape Investment Advisory
Georgia
$291K -$10.8K -198 -3%
National Bank of Canada
764
National Bank of Canada
Quebec, Canada
$291K -$17.4K -318 -5%
BFM
765
Boston Financial Management
Massachusetts
$290K – – –
AIM
766
Advyzon Investment Management
Illinois
$288K +$300K +5,485 New
FCI
767
Financial Counselors Inc
Kansas
$287K -$70.6K -1,289 -19%
MIM
768
Marco Investment Management
Georgia
$284K – – –
IDA
769
Intelligence Driven Advisers
California
$284K – – –
Nomura Asset Management
770
Nomura Asset Management
Japan
$284K – – –
OWM
771
Opes Wealth Management
California
$283K -$2.74K -50 -0.9%
BHWM
772
Beaird Harris Wealth Management
Texas
$281K -$15.3K -280 -5%
BJL
773
Brighton Jones LLC
Washington
$281K +$293K +5,352 New
SW
774
SMART Wealth
Nebraska
$280K +$88.5K +1,616 +43%
MIA
775
Milestone Investment Advisors
Wisconsin
$279K -$21.9K -399 -7%