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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1001
Integral Investment Advisors
California
$230K -$77.4K -1,000 -25%
EA
1002
Eclectic Associates
California
$229K – – –
FCA
1003
FLC Capital Advisors
California
$228K -$17.7K -228 -7%
BG
1004
Bahl & Gaynor
Ohio
$228K -$3.95K -51 -2%
MFT
1005
Moisand Fitzgerald Tamayo
Florida
$224K -$1.47K -19 -0.6%
SIA
1006
Soltis Investment Advisors
Utah
$223K +$14.4K +186 +7%
SAM
1007
Synergy Asset Management
Washington
$222K -$54.1K -699 -19%
CAM
1008
Clark Asset Management
New Hampshire
$222K +$4.34K +56 +2%
SC
1009
Shearwater Capital
Colorado
$222K – – –
AF
1010
Advisornet Financial
Minnesota
$221K -$230K -2,968 -51%
HAG
1011
HighPoint Advisor Group
Illinois
$220K +$222K +2,872 New
WTB
1012
Washington Trust Bank
Washington
$218K -$21.2K -274 -9%
PCMNC
1013
Piedmont Capital Management (North Carolina)
North Carolina
$218K – – –
SGI
1014
Summit Global Investments
Utah
$218K -$387 -5 -0.2%
OFA
1015
Oak Family Advisors
Illinois
$216K – – –
JFG
1016
JMG Financial Group
Illinois
$215K – – –
SC
1017
Sapient Capital
Indiana
$215K +$217K +2,808 New
AOWM
1018
Asset One Wealth Management
Washington
$215K -$15.6K -202 -7%
MSFS
1019
Main Street Financial Solutions
Pennsylvania
$214K +$216K +2,790 New
PFA
1020
Professional Financial Advisors
Nebraska
$213K +$4.57K +59 +2%
PWS
1021
Proactive Wealth Strategies
Georgia
$212K -$52.5K -678 -20%
BCA
1022
Ballentine Capital Advisors
South Carolina
$211K – – –
RS
1023
Retirement Solution
Washington
$210K +$213K +2,747 New
BWL
1024
Bogart Wealth LLC
Virginia
$210K +$95.6K +1,235 +82%
SWGC
1025
Summit Wealth Group (Colorado)
Colorado
$210K – – –
39 40
41
42 43