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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
776
Beaird Harris Wealth Management
Texas
$317K +$1.07K +19 +0.4%
JJBC
777
James J. Burns & Company
New York
$312K -$1.87K -33 -0.6%
GC
778
GatePass Capital
Ohio
$310K +$3.06K +54 +1%
CGA
779
Crescent Grove Advisors
Illinois
$310K – – –
SMA
780
Sage Mountain Advisors
Georgia
$306K – – –
IFWM
781
Institute for Wealth Management
Colorado
$306K +$294K +5,190 New
CPA
782
Cardiff Park Advisors
California
$305K – – –
IFA
783
Index Fund Advisors
California
$302K – – –
PMFA
784
Plante Moran Financial Advisors
Michigan
$301K -$29.6K -523 -9%
MSA
785
Marino Stram & Associates
Massachusetts
$298K +$2.55K +45 +0.9%
IIA
786
Integral Investment Advisors
California
$295K -$113K -2,000 -29%
BGWM
787
Bridge Generations Wealth Management
Florida
$292K – – –
OWM
788
Opes Wealth Management
California
$292K -$24.5K -433 -8%
GSEP
789
Golden State Equity Partners
California
$290K +$24.6K +435 +10%
MIA
790
Milestone Investment Advisors
Wisconsin
$287K -$25.3K -447 -8%
AFP
791
Ausdal Financial Partners
Iowa
$286K +$24.5K +433 +10%
HP
792
Holistic Planning
Texas
$284K -$17.6K -312 -6%
PCM
793
Pointe Capital Management
Michigan
$283K +$43K +760 +19%
AWM
794
Accurate Wealth Management
Florida
$283K +$283K +5,003 New
SWA
795
Stratos Wealth Advisors
Ohio
$278K -$6.27M -110,758 -96%
TWP
796
Total Wealth Planning
Ohio
$276K – – –
AA
797
ABC Arbitrage
France
$275K +$264K +4,673 New
HCC
798
Hirtle Callaghan & Co
Pennsylvania
$275K – – –
LWAM
799
Legacy Wealth Asset Management
Minnesota
$271K -$1.17M -20,762 -82%
CFGA
800
Cambridge Financial Group (Arizona)
Arizona
$271K – – –
30 31
32
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