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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
776
GatePass Capital
Ohio
$310K +$3.06K +54 +1%
CGA
777
Crescent Grove Advisors
Illinois
$310K – – –
SMA
778
Sage Mountain Advisors
Georgia
$306K – – –
IFWM
779
Institute for Wealth Management
Colorado
$306K +$294K +5,190 New
CPA
780
Cardiff Park Advisors
California
$305K – – –
IFA
781
Index Fund Advisors
California
$302K – – –
PMFA
782
Plante Moran Financial Advisors
Michigan
$301K -$29.6K -523 -9%
MSA
783
Marino Stram & Associates
Massachusetts
$298K +$2.55K +45 +0.9%
IIA
784
Integral Investment Advisors
California
$295K -$113K -2,000 -29%
BGWM
785
Bridge Generations Wealth Management
Florida
$292K – – –
OWM
786
Opes Wealth Management
California
$292K -$24.5K -433 -8%
GSEP
787
Golden State Equity Partners
California
$290K +$24.6K +435 +10%
MIA
788
Milestone Investment Advisors
Wisconsin
$287K -$25.3K -447 -8%
AFP
789
Ausdal Financial Partners
Iowa
$286K +$24.5K +433 +10%
HP
790
Holistic Planning
Texas
$284K -$17.6K -312 -6%
PCM
791
Pointe Capital Management
Michigan
$283K +$43K +760 +19%
AWM
792
Accurate Wealth Management
Florida
$283K +$283K +5,003 New
SWA
793
Stratos Wealth Advisors
Ohio
$278K -$6.27M -110,758 -96%
TWP
794
Total Wealth Planning
Ohio
$276K – – –
AA
795
ABC Arbitrage
France
$275K +$264K +4,673 New
HCC
796
Hirtle Callaghan & Co
Pennsylvania
$275K – – –
LWAM
797
Legacy Wealth Asset Management
Minnesota
$271K -$1.17M -20,762 -82%
CFGA
798
Cambridge Financial Group (Arizona)
Arizona
$271K – – –
RWM
799
Ritholtz Wealth Management
New York
$270K +$259K +4,585 New
CNBT
800
Canandaigua National Bank & Trust
New York
$270K – – –
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