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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
826
Edgestream Partners
New Jersey
$333K +$324K +4,916 New
FDDB
827
Fidelity D&D Bancorp
Pennsylvania
$332K +$20.5K +311 +7%
IA
828
Inspire Advisors
Idaho
$331K +$57.4K +872 +22%
HCWM
829
Hidden Cove Wealth Management
Washington
$327K +$94K +1,427 +42%
SWM
830
Silverlake Wealth Management
Vermont
$324K +$527 +8 +0.2%
FA
831
FSA Advisors
Michigan
$323K -$3.75K -57 -1%
WPC
832
Wedmont Private Capital
Pennsylvania
$323K -$145K -2,206 -32%
IAIM
833
International Assets Investment Management
Florida
$320K – – –
RCAG
834
Rehmann Capital Advisory Group
Michigan
$317K -$86.6K -1,315 -22%
GIA
835
Gladstone Institutional Advisory
Florida
$317K -$48.7K -740 -14%
CNBT
836
Canandaigua National Bank & Trust
New York
$316K +$9.22K +140 +3%
NRC
837
New Republic Capital
North Carolina
$315K -$81.5K -1,238 -21%
HIP
838
HUB Investment Partners
Texas
$314K +$8.5K +129 +3%
PWP
839
Parkwoods Wealth Partners
New York
$313K +$304K +4,614 New
LWAM
840
Legacy Wealth Asset Management
Minnesota
$312K – – –
OPWM
841
Oregon Pacific Wealth Management
Oregon
$311K +$3.82K +58 +1%
CFGA
842
Cambridge Financial Group (Arizona)
Arizona
$311K – – –
WFC
843
Western Financial Corp
California
$310K -$37.7K -573 -11%
NAMM
844
NorthStar Asset Management (Massachusetts)
Massachusetts
$310K +$301K +4,564 New
FWWM
845
Fiscal Wisdom Wealth Management
Connecticut
$308K +$298K +4,521 New
EWP
846
Elevation Wealth Partners
California
$308K – – –
GFPC
847
Global Financial Private Client
Florida
$306K -$56.6K -860 -16%
HCC
848
Hirtle Callaghan & Co
Pennsylvania
$300K -$15.4K -234 -5%
MIA
849
Milestone Investment Advisors
Wisconsin
$298K – – –
KAM
850
Knightsbridge Asset Management
California
$296K – – –
32 33
34
35 36