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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
901
Brass Tax Wealth Management
Ohio
$221K – – –
AWM
902
Avior Wealth Management
Nebraska
$221K -$55.5K -842 -21%
NB
903
Nicolet Bankshares
Wisconsin
$220K – – –
FSA
904
Financial Sense Advisors
California
$219K -$5.2K -79 -2%
FA
905
Fortis Advisors
Pennsylvania
$218K -$141K -2,147 -40%
SSW
906
Stone Summit Wealth
Florida
$218K -$3.49K -53 -2%
APWA
907
Atlas Private Wealth Advisors
New Jersey
$215K -$232K -3,518 -53%
OC
908
Oarsman Capital
Wisconsin
$215K – – –
OWMIAS
909
One Wealth Management Investment & Advisory Services
Florida
$214K +$208K +3,162 New
CF
910
Clarity Financial
Texas
$213K +$207K +3,145 New
OFA
911
Oak Family Advisors
Illinois
$213K +$207K +3,145 New
CAS
912
Coppell Advisory Solutions
Texas
$213K -$2.7K -41 -1%
PFWA
913
Paces Ferry Wealth Advisors
Georgia
$212K +$206K +3,132 New
MWP
914
Madison Wealth Partners
Wisconsin
$212K -$16.3K -247 -7%
RWP
915
RWA Wealth Partners
Massachusetts
$212K +$206K +3,123 New
FDCDDQ
916
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K -$659 -10 -0.3%
ORG
917
Optimist Retirement Group
Washington
$211K +$205K +3,105 New
VPF
918
Vantage Point Financial
Illinois
$210K -$109K -1,655 -35%
TA
919
TrueWealth Advisors
Alabama
$209K -$39.9K -606 -16%
FSA
920
Financial Services Advisory
Maryland
$209K +$203K +3,080 New
APA
921
Astoria Portfolio Advisors
New York
$209K +$201K +3,056 New
CFG
922
Cornerstone Financial Group
Nebraska
$208K +$202K +3,066 New
OIM
923
Oder Investment Management
California
$206K +$200K +3,035 New
WT
924
Washington Trust
Rhode Island
$206K +$200K +3,031 New
CMMS
925
Comprehensive Money Management Services
Florida
$204K +$198K +3,005 New
35 36
37
38 39