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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
801
Osborne Partners Capital Management
California
$499K -$126K -1,815 -21%
NA
802
Novus Advisors
South Carolina
$496K +$10K +144 +2%
MIA
803
MainStreet Investment Advisors
Illinois
$495K – – –
GHAM
804
Gilman Hill Asset Management
Connecticut
$493K – – –
B
805
Bedminster
South Carolina
$492K +$479K +6,893 New
GJWM
806
Gilliland Jeter Wealth Management
Arkansas
$490K +$56.5K +813 +13%
DWA
807
Delap Wealth Advisory
Oregon
$487K +$3.82K +55 +0.8%
PP
808
Prosperity Planning
Missouri
$487K -$25.4K -366 -5%
SF
809
Summit Financial
New Jersey
$486K -$160K -2,309 -25%
MPWT
810
MassMutual Private Wealth & Trust
Connecticut
$485K +$7.16K +103 +2%
SWP
811
Strategic Wealth Partners
Ohio
$485K -$569K -8,191 -55%
FA
812
Fermata Advisors
California
$481K -$1.88K -27 -0.4%
KF
813
Krilogy Financial
Missouri
$477K +$2.43K +35 +0.5%
BTWM
814
Baker Tilly Wealth Management
Wisconsin
$476K +$107K +1,543 +30%
PMFA
815
Plante Moran Financial Advisors
Michigan
$475K +$78K +1,123 +20%
WDL
816
Well Done LLC
Michigan
$472K +$10.4K +150 +2%
SIG
817
Spinnaker Investment Group
California
$470K +$12K +172 +3%
HCWM
818
Hidden Cove Wealth Management
Washington
$469K +$121K +1,739 +36%
EAM
819
Empirical Asset Management
Massachusetts
$458K -$101K -1,459 -19%
SFP
820
SwitchPoint Financial Planning
Utah
$458K – – –
AFGAS
821
Allegiance Financial Group Advisory Services
Virginia
$453K – – –
PCIG
822
Partners Capital Investment Group
Massachusetts
$452K – – –
LLWM
823
Life Line Wealth Management
California
$451K +$60.9K +877 +16%
PWM
824
Pines Wealth Management
North Carolina
$450K +$20.3K +292 +5%
HP
825
Holistic Planning
Texas
$449K +$45.8K +659 +12%
31 32
33
34 35