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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1001
Soltis Investment Advisors
Utah
$223K +$14.4K +186 +7%
SAM
1002
Synergy Asset Management
Washington
$222K -$54.1K -699 -19%
CAM
1003
Clark Asset Management
New Hampshire
$222K +$4.34K +56 +2%
SC
1004
Shearwater Capital
Colorado
$222K – – –
AF
1005
Advisornet Financial
Minnesota
$221K -$230K -2,968 -51%
HAG
1006
HighPoint Advisor Group
Illinois
$220K +$222K +2,872 New
WTB
1007
Washington Trust Bank
Washington
$218K -$21.2K -274 -9%
PCMNC
1008
Piedmont Capital Management (North Carolina)
North Carolina
$218K – – –
SGI
1009
Summit Global Investments
Utah
$218K -$387 -5 -0.2%
OFA
1010
Oak Family Advisors
Illinois
$216K – – –
JFG
1011
JMG Financial Group
Illinois
$215K – – –
SC
1012
Sapient Capital
Indiana
$215K +$217K +2,808 New
AOWM
1013
Asset One Wealth Management
Washington
$215K -$15.6K -202 -7%
MSFS
1014
Main Street Financial Solutions
Pennsylvania
$214K +$216K +2,790 New
PFA
1015
Professional Financial Advisors
Nebraska
$213K +$4.57K +59 +2%
PWS
1016
Proactive Wealth Strategies
Georgia
$212K -$52.5K -678 -20%
BCA
1017
Ballentine Capital Advisors
South Carolina
$211K – – –
RS
1018
Retirement Solution
Washington
$210K +$213K +2,747 New
BWL
1019
Bogart Wealth LLC
Virginia
$210K +$95.6K +1,235 +82%
SWGC
1020
Summit Wealth Group (Colorado)
Colorado
$210K – – –
CFS
1021
Cannon Financial Strategists
Georgia
$209K – – –
DFG
1022
Dynamic Financial Group
Iowa
$209K +$211K +2,726 New
FAN
1023
Financial Advisors Network
California
$206K +$208K +2,689 New
FWTB
1024
First Western Trust Bank
Colorado
$205K +$208K +2,680 New
GLA
1025
Great Lakes Advisors
Illinois
$205K +$207K +2,679 New
39 40
41
42 43