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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWWM
801
Fiscal Wisdom Wealth Management
Connecticut
$539K +$155K +2,057 +40%
FCM
802
Fortis Capital Management
Washington
$534K – – –
PCS
803
Personal CFO Solutions
New Jersey
$533K +$539K +7,165 New
EFS
804
Essex Financial Services
Connecticut
$529K -$17.1K -228 -3%
LFG
805
Lockerman Financial Group
California
$526K +$130K +1,728 +32%
GA
806
GFS Advisors
Texas
$526K -$508K -6,755 -49%
SAM
807
Strategy Asset Managers
California
$526K -$75.2K -1,001 -12%
OPCM
808
Osborne Partners Capital Management
California
$519K – – –
MF
809
Montis Financial
Massachusetts
$517K -$177K -2,352 -25%
LFA
810
Lauterbach Financial Advisors
Texas
$514K -$6.99K -93 -1%
AO
811
Advisor OS
Illinois
$508K +$513K +6,832 New
DWA
812
Delap Wealth Advisory
Oregon
$507K – – –
EWM
813
Elevation Wealth Management
Minnesota
$506K -$46.4K -618 -8%
LBC
814
Lane Brothers & Co
Arizona
$503K -$35.4K -471 -7%
FLPIM
815
F.L. Putnam Investment Management
Massachusetts
$497K -$228K -3,040 -31%
PWM
816
Parkway Wealth Management
Texas
$492K -$177K -2,359 -27%
WDL
817
Well Done LLC
Michigan
$491K – – –
MHB
818
Midwest Heritage Bank
Iowa
$491K -$196K -2,606 -28%
WW
819
Wright Wealth
Georgia
$484K +$27K +359 +6%
PFA
820
Pinnacle Family Advisors
Missouri
$483K -$280K -3,723 -36%
ACM
821
Advisors Capital Management
New Jersey
$481K +$144K +1,914 +42%
IAP
822
Indie Asset Partners
Indiana
$480K +$107K +1,429 +28%
LEA
823
Legacy Edge Advisors
New York
$480K -$46.9K -624 -9%
SWP
824
Strategic Wealth Partners
Ohio
$479K -$26.1K -347 -5%
SFP
825
SwitchPoint Financial Planning
Utah
$477K – – –
31 32
33
34 35