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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
901
Beaird Harris Wealth Management
Texas
$364K -$42.5K -566 -10%
HPC
902
Hobart Private Capital
North Carolina
$363K -$88.9K -1,183 -19%
TPWA
903
TRUE Private Wealth Advisors
Oregon
$363K +$59.1K +786 +19%
EWA
904
Emergent Wealth Advisors
New York
$359K -$1.72M -22,828 -83%
EWP
905
Elevation Wealth Partners
California
$345K – – –
EAM
906
Empirical Asset Management
Massachusetts
$345K -$134K -1,782 -28%
PWP
907
Parkwoods Wealth Partners
New York
$343K – – –
WPC
908
Wedmont Private Capital
Pennsylvania
$343K -$30.5K -406 -8%
CANC
909
Culbertson A N & Co
Virginia
$342K +$345K +4,595 New
LWAM
910
Legacy Wealth Asset Management
Minnesota
$341K -$529K -7,032 -60%
CFGA
911
Cambridge Financial Group (Arizona)
Arizona
$341K – – –
FDDB
912
Fidelity D&D Bancorp
Pennsylvania
$341K – – –
NAMM
913
NorthStar Asset Management (Massachusetts)
Massachusetts
$339K – – –
BHPW
914
Beverly Hills Private Wealth
California
$339K -$25K -333 -7%
CWM
915
Calamos Wealth Management
Illinois
$338K +$2.4K +32 +0.7%
Calamos Advisors
916
Calamos Advisors
Illinois
$338K +$342K +4,551 New
IWS
917
Insight Wealth Strategies
California
$338K +$342K +4,547 New
VC
918
Veracity Capital
Georgia
$336K -$1.8K -24 -0.5%
RFA
919
Rollins Financial Advisors
New York
$335K +$103K +1,368 +44%
MA
920
MONECO Advisors
Connecticut
$331K -$88.8K -1,182 -21%
HCC
921
Hirtle Callaghan & Co
Pennsylvania
$329K – – –
BAMG
922
Brand Asset Management Group
Missouri
$325K -$55.4K -737 -14%
CNC
923
Canandaigua National Corp
New York
$325K +$328K +4,368 New
KAM
924
Knightsbridge Asset Management
California
$324K – – –
MWP
925
Madison Wealth Partners
Wisconsin
$323K +$12K +160 +4%