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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
801
Intelligence Driven Advisers
California
$344K – – –
GIA
802
Gladstone Institutional Advisory
Florida
$343K +$331K +5,410 New
IAG
803
Investment Advisory Group
Massachusetts
$342K +$245 +4 +0.1%
GFPC
804
Global Financial Private Client
Florida
$341K +$116K +1,893 +55%
FA
805
Fortis Advisors
Pennsylvania
$340K +$328K +5,364 New
PMFA
806
Plante Moran Financial Advisors
Michigan
$336K +$11.1K +182 +4%
SS
807
Sunbelt Securities
Texas
$335K +$46.1K +753 +13%
RF
808
RHS Financial
California
$335K -$405K -6,612 -56%
CGA
809
Crescent Grove Advisors
Illinois
$334K – – –
CPA
810
Cardiff Park Advisors
California
$331K +$2.81K +46 +0.9%
SMA
811
Sage Mountain Advisors
Georgia
$330K – – –
IFWM
812
Institute for Wealth Management
Colorado
$330K +$61 +1 +0%
IFA
813
Index Fund Advisors
California
$327K +$1.53K +25 +0.5%
WFC
814
Western Financial Corp
California
$326K +$91.7K +1,498 +41%
TC
815
Trilogy Capital
California
$326K +$314K +5,131 New
FCH
816
Freestone Capital Holdings
Washington
$324K -$21K -343 -6%
BHWM
817
Beaird Harris Wealth Management
Texas
$322K -$18.8K -307 -6%
IAIM
818
International Assets Investment Management
Florida
$320K +$87.3K +1,426 +39%
IIA
819
Integral Investment Advisors
California
$317K – – –
BGWM
820
Bridge Generations Wealth Management
Florida
$315K – – –
OWM
821
Opes Wealth Management
California
$315K – – –
LLWM
822
Life Line Wealth Management
California
$313K +$76.6K +1,252 +34%
CFP
823
Catalyst Financial Partners
Massachusetts
$311K +$300K +4,905 New
VA
824
Vident Advisory
Georgia
$310K +$299K +4,881 New
FA
825
FSA Advisors
Michigan
$306K +$66K +1,079 +29%
31 32
33
34 35