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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
801
Pines Wealth Management
North Carolina
$467K +$7.97K +103 +2%
GHAM
802
Gilman Hill Asset Management
Connecticut
$466K – – –
BCM
803
Basso Capital Management
Connecticut
$464K +$470K +6,067 New
Bessemer Group
804
Bessemer Group
New Jersey
$461K – – –
CLIP
805
Colter Lewis Investment Partners
Connecticut
$459K +$465K +6,000 New
TWM
806
Tanglewood Wealth Management
Texas
$457K – – –
LWA
807
Lantern Wealth Advisors
New York
$457K -$313K -4,046 -40%
NA
808
Novus Advisors
South Carolina
$453K -$111K -1,433 -19%
BBHC
809
Brown Brothers Harriman & Co
New York
$452K – – –
HNB
810
Hilltop National Bank
Wyoming
$450K – – –
CFFP
811
Center for Financial Planning
Michigan
$449K – – –
MWM
812
Meridian Wealth Management
Kentucky
$447K -$12.2K -158 -3%
AWMI
813
Aegis Wealth Management (Iowa)
Iowa
$443K -$251K -3,248 -36%
CWMA
814
Capstone Wealth Management (Alabama)
Alabama
$442K – – –
CBB
815
Citizens Business Bank
California
$441K – – –
HFA
816
Hippocratic Financial Advisors
California
$441K – – –
AP
817
Americana Partners
Texas
$440K -$13K -168 -3%
BFG
818
Beto Financial Group
Idaho
$439K +$200K +2,585 +85%
TWM
819
TRB Wealth Management
Texas
$438K – – –
SWP
820
Strategic Wealth Partners
Ohio
$434K -$59.3K -766 -12%
CI
821
Conning Inc
Connecticut
$434K – – –
SCA
822
Strathmore Capital Advisors
North Carolina
$434K +$126K +1,633 +42%
DWM
823
Dopkins Wealth Management
New York
$430K – – –
CGA
824
Crescent Grove Advisors
Illinois
$430K -$131K -1,690 -23%
TC
825
Town Capital
Maryland
$430K -$738K -9,531 -63%