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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1026
Capital Investment Advisors
Georgia
$231K +$15K +199 +7%
AAS
1027
Ameritas Advisory Services
Nebraska
$231K -$796K -10,585 -77%
IWMO
1028
Integrated Wealth Management (Ohio)
Ohio
$229K -$131K -1,740 -36%
OIM
1029
Oder Investment Management
California
$229K – – –
TCWM
1030
Total Clarity Wealth Management
Illinois
$228K +$15.9K +211 +7%
TA
1031
TrueWealth Advisors
Alabama
$226K -$4.96K -66 -2%
EV
1032
EJMK Ventures
Illinois
$225K -$81.5K -1,084 -26%
ORG
1033
Optimist Retirement Group
Washington
$225K -$5.79K -77 -2%
BG
1034
Bahl & Gaynor
Ohio
$225K +$228K +3,028 New
FB
1035
Fulton Bank
Pennsylvania
$225K – – –
AOWM
1036
Asset One Wealth Management
Washington
$224K -$12.6K -167 -5%
IW
1037
Instrumental Wealth
Florida
$224K +$37.2K +495 +20%
AC
1038
Avestar Capital
New York
$223K +$226K +3,002 New
AF
1039
Apollon Financial
South Carolina
$223K – – –
EA
1040
Eclectic Associates
California
$222K – – –
MFT
1041
Moisand Fitzgerald Tamayo
Florida
$219K -$8.49K -113 -4%
SA
1042
Stewardship Advisors
Pennsylvania
$219K +$5.26K +70 +2%
SC
1043
Shearwater Capital
Colorado
$215K – – –
PCMNC
1044
Piedmont Capital Management (North Carolina)
North Carolina
$212K +$214K +2,853 New
SGI
1045
Summit Global Investments
Utah
$212K – – –
OWMIAS
1046
One Wealth Management Investment & Advisory Services
Florida
$212K -$3.16K -42 -1%
CAM
1047
Clark Asset Management
New Hampshire
$212K +$214K +2,845 New
SC
1048
Schoolcraft Capital
Colorado
$211K -$97.7K -1,300 -31%
OFA
1049
Oak Family Advisors
Illinois
$210K – – –
JFG
1050
JMG Financial Group
Illinois
$209K -$2.86K -38 -1%
40 41
42
43 44