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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
901
Curated Wealth Partners
California
$331K +$322K +4,639 New
PWP
902
Parkwoods Wealth Partners
New York
$329K – – –
NG
903
Novem Group
New York
$328K +$19.2K +276 +6%
NRC
904
New Republic Capital
North Carolina
$327K -$4.59K -66 -1%
FDDB
905
Fidelity D&D Bancorp
Pennsylvania
$327K -$21.6K -311 -6%
NAMM
906
NorthStar Asset Management (Massachusetts)
Massachusetts
$326K +$69 +1 +0%
EP
907
Edgestream Partners
New Jersey
$326K -$24.7K -355 -7%
ACM
908
Advisors Capital Management
New Jersey
$325K +$317K +4,555 New
VC
909
Veracity Capital
Georgia
$324K +$22.4K +323 +8%
CWM
910
Calamos Wealth Management
Illinois
$323K +$314K +4,519 New
GFPC
911
Global Financial Private Client
Florida
$317K -$4.86K -70 -2%
HCC
912
Hirtle Callaghan & Co
Pennsylvania
$316K – – –
CNBT
913
Canandaigua National Bank & Trust
New York
$316K -$16.5K -238 -5%
GT
914
Glenview Trust
Kentucky
$316K +$307K +4,419 New
KAM
915
Knightsbridge Asset Management
California
$311K – – –
NPT
916
Nixon Peabody Trust
Massachusetts
$311K +$302K +4,352 New
AMPWP
917
Alvarez & Marsal Private Wealth Partners
Florida
$309K +$301K +4,334 New
DG
918
Dala Group
Illinois
$306K +$297K +4,280 New
NA
919
Networth Advisors
Pennsylvania
$305K +$297K +4,267 New
MIA
920
Milestone Investment Advisors
Wisconsin
$303K -$9.73K -140 -3%
EGM
921
Engineers Gate Manager
New York
$303K +$295K +4,243 New
MWP
922
Madison Wealth Partners
Wisconsin
$299K +$73.7K +1,061 +34%
SC
923
Schoolcraft Capital
Colorado
$295K – – –
AT
924
Arlington Trust
Alabama
$294K – – –
EV
925
EJMK Ventures
Illinois
$294K +$286K +4,112 New
35 36
37
38 39