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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1051
Horizon Financial Services
North Carolina
$160K +$162K +2,092 New
JFG
1052
JDM Financial Group
Texas
$160K – – –
MA
1053
MCF Advisors
Kentucky
$158K +$1.86K +24 +1%
MSG
1054
Main Street Group
Virginia
$151K – – –
BBPWM
1055
Blue Bell Private Wealth Management
Pennsylvania
$147K – – –
CWP
1056
Clark Wealth Partners
Illinois
$145K – – –
WSFS
1057
Wilmington Savings Fund Society
Delaware
$143K +$58.1K +750 +67%
NRC
1058
New Republic Capital
North Carolina
$142K -$177K -2,290 -55%
CAN
1059
Capital Advisor Network
Indiana
$141K -$119K -1,535 -45%
AAG
1060
Armstrong Advisory Group
Massachusetts
$141K – – –
BW
1061
Bravera Wealth
North Dakota
$139K – – –
SWA
1062
SOA Wealth Advisors
New York
$137K -$29.9K -386 -18%
TWIM
1063
TIAA Wealth Investment Management
New York
$129K +$122K +1,572 +1,355%
APFP
1064
Action Point Financial Planning
Michigan
$127K +$129K +1,662 New
TFGT
1065
TS Financial Group (TSFG)
Illinois
$126K -$8.83K -114 -6%
GWM
1066
Gilpin Wealth Management
Colorado
$123K -$2.09K -27 -2%
SEP
1067
Signature Equity Partners
Ohio
$111K -$5.34K -69 -5%
UCB
1068
United Community Bank
South Carolina
$108K +$97.5K +1,259 +812%
ITIM
1069
Indiana Trust & Investment Management
Indiana
$108K – – –
GSEP
1070
Golden State Equity Partners
California
$107K -$1.28M -16,543 -92%
BL
1071
BFSG LLC
California
$106K – – –
OC
1072
Oakworth Capital
Alabama
$106K – – –
NWM
1073
Navigoe Wealth Management
California
$103K – – –
MPCG
1074
Matrix Private Capital Group
New York
$101K – – –
MWPCG
1075
Measured Wealth Private Client Group
New Hampshire
$101K – – –
41 42
43
44 45