EFV icon

iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
776
James J. Burns & Company
New York
$279K -$164 -3 -0.1%
CGA
777
Crescent Grove Advisors
Illinois
$276K – – –
WDL
778
Well Done LLC
Michigan
$276K – – –
DWM
779
Diversify Wealth Management
Utah
$274K -$5.8K -106 -2%
WI
780
WrapManager Inc
California
$274K -$37.2K -679 -12%
GC
781
GatePass Capital
Ohio
$273K +$285K +5,210 New
SMA
782
Sage Mountain Advisors
Georgia
$273K – – –
CPA
783
Cardiff Park Advisors
California
$271K +$1.97K +36 +0.7%
AT
784
American Trust
Kentucky
$270K +$282K +5,143 New
KFG
785
Kelly Financial Group
Connecticut
$270K +$281K +5,138 New
IFA
786
Index Fund Advisors
California
$269K +$1.04K +19 +0.4%
HP
787
Holistic Planning
Texas
$269K -$79.2K -1,447 -22%
CAS
788
Coppell Advisory Solutions
Texas
$265K +$91.1K +1,663 +49%
MSA
789
Marino Stram & Associates
Massachusetts
$263K +$9.53K +174 +4%
WFC
790
Western Financial Corp
California
$261K -$140K -2,559 -34%
BGWM
791
Bridge Generations Wealth Management
Florida
$260K +$272K +4,961 New
ES
792
Eagle Strategies
New York
$260K +$34.6K +632 +15%
FTWA
793
Fifth Third Wealth Advisors
Ohio
$259K +$28.5K +521 +12%
AWM
794
Avior Wealth Management
Nebraska
$259K +$12.9K +236 +5%
WHCI
795
W.H. Cornerstone Investments
Massachusetts
$258K +$2.14K +39 +0.8%
WPW
796
Waldron Private Wealth
Pennsylvania
$258K +$3.18K +58 +1%
APW
797
Axim Planning & Wealth
Ohio
$256K +$67.5K +1,232 +34%
OA
798
Operose Advisors
Wisconsin
$252K +$99K +1,808 +60%
IAIM
799
International Assets Investment Management
Florida
$252K +$264K +4,812 New
MCM
800
MAI Capital Management
Ohio
$249K +$260K +4,745 New
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