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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
776
S.A. Mason
Michigan
$122K +$125K +2,291 New
LCM
777
Logan Capital Management
Pennsylvania
$111K – – –
TIM
778
Tortoise Investment Management
New York
$105K – – –
CWC
779
Carolinas Wealth Consulting
North Carolina
$101K – – –
WT
780
Washington Trust
Rhode Island
$100K -$1.3K -24 -1%
AAG
781
Armstrong Advisory Group
Massachusetts
$97.5K – – –
TRCT
782
Tower Research Capital (TRC)
New York
$92.7K +$95K +1,748 New
CIA
783
Cape Investment Advisory
Georgia
$81.4K -$31.1K -573 -27%
OC
784
Oakworth Capital
Alabama
$80.2K -$12.6K -231 -13%
TAM
785
Tucker Asset Management
Colorado
$79.7K -$1.2K -22 -1%
UWS
786
Unique Wealth Strategies
Illinois
$79K +$78.9K +1,452 New
EWM
787
EPG Wealth Management
Georgia
$78.8K -$78.8K -1,450 Closed
AIM
788
Anchor Investment Management
South Carolina
$78.4K – – –
GI
789
GAMMA Investing
California
$78.1K +$74.5K +1,370 +1,343%
SIC
790
Salem Investment Counselors
North Carolina
$75.9K +$69.3K +1,275 +812%
LI
791
LRI Investments
Florida
$75.8K +$30.7K +565 +65%
TFGT
792
TS Financial Group (TSFG)
Illinois
$72K – – –
HWP
793
Highline Wealth Partners
California
$70.4K +$761 +14 +1%
GI
794
Gradient Investments
Minnesota
$69.7K +$20.7K +380 +41%
MPCG
795
Matrix Private Capital Group
New York
$67.3K – – –
SWM
796
Sugarloaf Wealth Management
Georgia
$64.9K +$35.2K +648 +113%
MA
797
Montag & Associates
Georgia
$61.7K – – –
GWSG
798
GPS Wealth Strategies Group
Colorado
$57.8K +$18.9K +347 +47%
HIA
799
Harbor Investment Advisory
Maryland
$56.2K +$326 +6 +0.6%
PGAM
800
Princeton Global Asset Management
New Jersey
$52.9K +$49.6K +912 +1,060%
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