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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
901
JNBA Financial Advisors
Minnesota
$42.1K +$43.9K +802 New
PIA
902
Powell Investment Advisors
Florida
$40.6K +$712 +13 +2%
WWMSC
903
Wagner Wealth Management (South Carolina)
South Carolina
$39.5K +$41.2K +753 New
SSB
904
Sandy Spring Bank
Maryland
$37.7K – – –
CMA
905
Cedar Mountain Advisors
Oregon
$34.9K +$36.5K +666 New
TF
906
Tompkins Financial
New York
$34.3K +$821 +15 +2%
SIC
907
Salem Investment Counselors
North Carolina
$34.1K +$602 +11 +2%
PFM
908
Phillips Financial Management
Indiana
$32.6K +$55 +1 +0.2%
LB
909
Legacy Bridge
Iowa
$27.5K – – –
RL
910
Rogco LP
Oklahoma
$26.2K – – –
AA
911
Addison Advisors
Vermont
$24.8K – – –
WFA
912
Wells Financial Advisors
Massachusetts
$24.4K -$10.8K -198 -30%
CT
913
Caldwell Trust
Florida
$22.8K +$5.97K +109 +34%
PCMC
914
Private Capital Management (Colorado)
Colorado
$22.5K – – –
RCM
915
Richardson Capital Management
Wisconsin
$22.4K +$164 +3 +0.7%
BBPWM
916
Blue Bell Private Wealth Management
Pennsylvania
$22.2K +$5.15K +94 +28%
AWM
917
Abound Wealth Management
Tennessee
$21.7K +$4.93K +90 +28%
PCTC
918
Perkins Coie Trust Company
Washington
$21K +$21.9K +400 New
S
919
SignatureFD
Georgia
$19.9K -$10.4K -189 -33%
OC
920
Oakworth Capital
Alabama
$19.8K – – –
CFO
921
CVA Family Office
Colorado
$19.8K +$329 +6 +2%
CWP
922
Concord Wealth Partners
Virginia
$19.7K – – –
RWM
923
Ruedi Wealth Management
Illinois
$19.5K – – –
BLC
924
Brown, Lisle/Cummings
Rhode Island
$19K – – –
HCA
925
Heck Capital Advisors
Wisconsin
$18.6K +$17.9K +327 +1,211%
35 36
37
38 39