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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
851
Pines Wealth Management
North Carolina
$446K -$22.5K -299 -5%
TWM
852
Tanglewood Wealth Management
Texas
$444K – – –
SI
853
Stephens Inc
Arkansas
$443K -$451 -6 -0.1%
HP
854
Holistic Planning
Texas
$441K -$26.9K -358 -6%
AP
855
Americana Partners
Texas
$440K +$301 +4 +0.1%
BBHC
856
Brown Brothers Harriman & Co
New York
$439K +$395K +5,259 +812%
FFG
857
Foundry Financial Group
New Hampshire
$437K – – –
HNB
858
Hilltop National Bank
Wyoming
$437K – – –
CFFP
859
Center for Financial Planning
Michigan
$436K -$6.01K -80 -1%
PP
860
Prosperity Planning
Missouri
$436K -$72.2K -960 -14%
AF
861
Advisornet Financial
Minnesota
$436K -$31.6K -421 -7%
TPI
862
Trust Point Inc
Wisconsin
$435K -$26.5K -353 -6%
CPL
863
CAP Partners LLC
Tennessee
$433K – – –
SS
864
Sunbelt Securities
Texas
$432K – – –
CWMA
865
Capstone Wealth Management (Alabama)
Alabama
$429K – – –
CBB
866
Citizens Business Bank
California
$428K – – –
HFA
867
Hippocratic Financial Advisors
California
$428K – – –
TWM
868
TRB Wealth Management
Texas
$425K +$430K +5,718 New
VAG
869
VisionPoint Advisory Group
Texas
$423K -$421K -5,606 -50%
CI
870
Conning Inc
Connecticut
$422K – – –
NAS
871
NWF Advisory Services
California
$420K +$424K +5,648 New
DWM
872
Dopkins Wealth Management
New York
$418K – – –
CWM
873
Cornerstone Wealth Management
Missouri
$417K -$210K -2,795 -33%
FA
874
Flagstar Advisors
New York
$415K -$10.4K -138 -2%
DCM
875
DGS Capital Management
New Jersey
$414K -$4.81K -64 -1%
33 34
35
36 37