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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
826
Legacy Edge Advisors
New York
$480K -$46.9K -624 -9%
SWP
827
Strategic Wealth Partners
Ohio
$479K -$26.1K -347 -5%
SFP
828
SwitchPoint Financial Planning
Utah
$477K – – –
AWM
829
Axxcess Wealth Management
California
$473K +$247K +3,283 +107%
SP
830
Sequent Planning
Nebraska
$473K +$42.9K +571 +10%
AFGAS
831
Allegiance Financial Group Advisory Services
Virginia
$471K – – –
PCIG
832
Partners Capital Investment Group
Massachusetts
$470K – – –
PMFA
833
Plante Moran Financial Advisors
Michigan
$470K -$24.5K -326 -5%
MPWT
834
MassMutual Private Wealth & Trust
Connecticut
$468K -$37.3K -496 -7%
HIA
835
Harbor Investment Advisory
Maryland
$468K +$284K +3,776 +150%
NB
836
Northwest Bancshares
Pennsylvania
$467K – – –
SWM
837
SeaCrest Wealth Management
New York
$466K +$471K +6,272 New
B
838
Bedminster
South Carolina
$464K -$49.5K -658 -10%
SIMC
839
Squire Investment Management Company
Utah
$463K – – –
AG
840
AlTi Global
New York
$461K – – –
AWA
841
Aaron Wealth Advisors
Illinois
$459K – – –
CWM
842
Copia Wealth Management
Oregon
$458K -$1.95K -26 -0.4%
PC
843
Payne Capital
Oregon
$455K +$460K +6,115 New
PEWA
844
Pacific Excel Wealth Advisors
California
$454K -$102K -1,359 -18%
GHAM
845
Gilman Hill Asset Management
Connecticut
$453K -$60.9K -810 -12%
KFGK
846
Keystone Financial Group (Kentucky)
Kentucky
$451K +$456K +6,062 New
AT
847
American Trust
Kentucky
$450K -$101K -1,342 -18%
BWM
848
BAM Wealth Management
Colorado
$448K -$155K -2,061 -25%
Bessemer Group
849
Bessemer Group
New Jersey
$448K +$62K +825 +16%
MWM
850
Meridian Wealth Management
Kentucky
$446K -$11.3K -150 -2%