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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
751
Krilogy Financial
Missouri
$438K +$421K +6,394 New
WDL
752
Well Done LLC
Michigan
$438K +$15.1K +230 +4%
MCA
753
Midwest Capital Advisors
Michigan
$436K -$5.4K -82 -1%
SFP
754
SwitchPoint Financial Planning
Utah
$435K – – –
SIG
755
Spinnaker Investment Group
California
$434K +$422K +6,403 New
AFGAS
756
Allegiance Financial Group Advisory Services
Virginia
$430K -$101K -1,527 -19%
PCIG
757
Partners Capital Investment Group
Massachusetts
$429K – – –
LSA
758
Lion Street Advisors
Texas
$429K -$512K -7,768 -49%
NB
759
Northwest Bancshares
Pennsylvania
$426K -$12.3K -187 -3%
FA
760
Flagstar Advisors
New York
$423K -$208K -3,160 -34%
MWM
761
Meridian Wealth Management
Kentucky
$423K +$4.74K +72 +1%
FMWA
762
Forvis Mazars Wealth Advisors
Missouri
$422K +$410K +6,220 New
AG
763
AlTi Global
New York
$421K – – –
FFS
764
Founders Financial Securities
Maryland
$420K +$408K +6,188 New
LNWWM
765
Laird Norton Wetherby Wealth Management
California
$419K +$49.3K +748 +14%
HI
766
Horizon Investments
North Carolina
$419K +$406K +6,170 New
GJWM
767
Gilliland Jeter Wealth Management
Arkansas
$410K +$185K +2,813 +87%
AWA
768
Aaron Wealth Advisors
Illinois
$409K – – –
HH
769
Hilltop Holdings
Texas
$408K -$64K -972 -14%
DCM
770
DGS Capital Management
New Jersey
$407K -$25.9K -393 -6%
PWM
771
Pines Wealth Management
North Carolina
$407K -$16.1K -245 -4%
MT
772
Midwest Trust
Kansas
$406K +$110K +1,664 +38%
CPL
773
CAP Partners LLC
Tennessee
$406K -$12K -182 -3%
TWM
774
Tanglewood Wealth Management
Texas
$405K – – –
TW
775
TritonPoint Wealth
Maryland
$405K – – –
29 30
31
32 33