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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
826
Facet Wealth Inc
Maryland
$300K +$290K +4,734 New
APW
827
Axim Planning & Wealth
Ohio
$297K +$286K +4,680 New
HCC
828
Hirtle Callaghan & Co
Pennsylvania
$296K – – –
LWAM
829
Legacy Wealth Asset Management
Minnesota
$292K – – –
CFGA
830
Cambridge Financial Group (Arizona)
Arizona
$291K – – –
FDDB
831
Fidelity D&D Bancorp
Pennsylvania
$291K +$280K +4,581 New
EWP
832
Elevation Wealth Partners
California
$288K +$5.93K +97 +2%
OPWM
833
Oregon Pacific Wealth Management
Oregon
$288K +$277K +4,533 New
CNBT
834
Canandaigua National Bank & Trust
New York
$287K -$3.37K -55 -1%
HIP
835
HUB Investment Partners
Texas
$285K -$65.3K -1,068 -19%
GSEP
836
Golden State Equity Partners
California
$281K -$29.4K -481 -10%
EWA
837
Etesian Wealth Advisors
Oregon
$279K +$269K +4,390 New
MIA
838
Milestone Investment Advisors
Wisconsin
$278K -$29.7K -486 -10%
KAM
839
Knightsbridge Asset Management
California
$277K +$267K +4,358 New
NG
840
Novem Group
New York
$276K +$18.5K +302 +7%
LWM
841
LongView Wealth Management
Georgia
$276K +$266K +4,341 New
MT
842
Midwest Trust
Kansas
$275K +$265K +4,328 New
SC
843
Schoolcraft Capital
Colorado
$273K -$9.73K -159 -4%
BSSFA
844
Baron Silver Stevens Financial Advisors
Florida
$267K +$257K +4,203 New
AT
845
Arlington Trust
Alabama
$261K – – –
AWM
846
Avior Wealth Management
Nebraska
$260K -$23.9K -391 -9%
PA
847
Parallel Advisors
California
$259K -$8.99K -147 -3%
MA
848
Mosaic Advisors
Texas
$258K +$249K +4,062 New
PPG
849
Peak Planning Group
Colorado
$255K +$246K +4,024 New
KCM
850
KM Capital Management
Texas
$255K +$246K +4,016 New
32 33
34
35 36