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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Claris Advisors
Missouri
$561K +$6.12K +88 +1%
CA
777
CGN Advisors
Kansas
$560K +$556 +8 +0.1%
BCM
778
Beaumont Capital Management
Massachusetts
$552K +$537K +7,728 New
FCAM
779
First Citizens Asset Management
North Carolina
$550K -$36.9K -531 -6%
QHA
780
Quarry Hill Advisors
Minnesota
$547K -$43.8K -631 -8%
FF
781
Friday Financial
Iowa
$546K +$323K +4,647 +155%
OWP
782
ORG Wealth Partners
Texas
$545K -$4.59K -66 -0.9%
LAS
783
Lloyd Advisory Services
Georgia
$543K +$51.1K +736 +11%
BW
784
Balance Wealth
Ohio
$539K +$69 +1 +0%
CIA
785
Cape Investment Advisory
Georgia
$536K +$22.8K +328 +5%
CCWM
786
Cassaday & Co Wealth Management
Virginia
$535K +$1.39K +20 +0.3%
PAM
787
Palisade Asset Management
Minnesota
$534K – – –
PEWA
788
Pacific Excel Wealth Advisors
California
$533K +$519K +7,463 New
EWM
789
Elevation Wealth Management
Minnesota
$530K +$516K +7,426 New
AT
790
American Trust
Kentucky
$528K -$61.9K -891 -11%
EFS
791
Essex Financial Services
Connecticut
$524K +$6.88K +99 +1%
MT
792
Midwest Trust
Kansas
$523K +$92.6K +1,332 +22%
MFF
793
Michels Family Financial
Texas
$523K +$14.4K +207 +3%
TP
794
Tranquility Partners
Tennessee
$521K – – –
LBC
795
Lane Brothers & Co
Arizona
$517K +$503K +7,242 New
CA
796
Continuum Advisory
Idaho
$515K -$60K -864 -11%
FCM
797
Fortis Capital Management
Washington
$513K +$499K +7,180 New
LEA
798
Legacy Edge Advisors
New York
$505K -$84.4K -1,215 -15%
FMWA
799
Forvis Mazars Wealth Advisors
Missouri
$504K +$58.6K +843 +14%
LFA
800
Lauterbach Financial Advisors
Texas
$500K -$37.6K -541 -7%
30 31
32
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