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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1001
Washington Trust
Rhode Island
$216K – – –
BCWM
1002
Bartlett & Co Wealth Management
Ohio
$216K +$6.74K +97 +3%
FB
1003
Fulton Bank
Pennsylvania
$216K +$210K +3,023 New
PFG
1004
Pacific Financial Group
Washington
$216K +$210K +3,023 New
CMMS
1005
Comprehensive Money Management Services
Florida
$215K – – –
AF
1006
Apollon Financial
South Carolina
$214K +$208K +2,993 New
EA
1007
Eclectic Associates
California
$214K – – –
FCA
1008
FLC Capital Advisors
California
$213K – – –
AB
1009
Atlas Brown
Kentucky
$210K -$22.7K -327 -10%
TSMHT
1010
Thurston Springer Miller Herd & Titak
Indiana
$209K +$179K +2,576 +726%
VFPW
1011
Vantage Financial Partners (Wisconsin)
Wisconsin
$209K +$203K +2,924 New
WFC
1012
Western Financial Corp
California
$208K -$115K -1,652 -36%
CFP
1013
Catalyst Financial Partners
Massachusetts
$208K -$59K -849 -23%
CIA
1014
Capital Investment Advisors
Georgia
$207K +$202K +2,905 New
SC
1015
Shearwater Capital
Colorado
$207K +$201K +2,898 New
WTB
1016
Washington Trust Bank
Washington
$207K +$201K +2,892 New
OWMIAS
1017
One Wealth Management Investment & Advisory Services
Florida
$206K -$18.9K -272 -9%
BIG
1018
Brooklyn Investment Group
New York
$206K +$200K +2,879 New
SA
1019
Stewardship Advisors
Pennsylvania
$205K -$60.7K -873 -23%
FDCDDQ
1020
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K -$18K -259 -8%
FTS
1021
Fifth Third Securities
Ohio
$204K -$81K -1,165 -29%
TCWM
1022
Total Clarity Wealth Management
Illinois
$204K +$199K +2,857 New
SGI
1023
Summit Global Investments
Utah
$204K +$198K +2,855 New
JFG
1024
JMG Financial Group
Illinois
$203K +$198K +2,847 New
IWS
1025
Integrity Wealth Solutions
Colorado
$202K +$197K +2,834 New
39 40
41
42 43