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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1076
Opal Wealth Advisors
New York
$163K +$165K +2,195 New
SWA
1077
SOA Wealth Advisors
New York
$162K -$4.21K -56 -3%
RF
1078
Rossby Financial
Florida
$157K +$109K +1,447 +226%
JFG
1079
JDM Financial Group
Texas
$155K – – –
MA
1080
MCF Advisors
Kentucky
$152K – – –
MSG
1081
Main Street Group
Virginia
$146K +$148K +1,968 New
BBPWM
1082
Blue Bell Private Wealth Management
Pennsylvania
$143K – – –
CWP
1083
Clark Wealth Partners
Illinois
$141K -$13.1K -174 -8%
AAG
1084
Armstrong Advisory Group
Massachusetts
$137K – – –
BW
1085
Bravera Wealth
North Dakota
$135K – – –
TFGT
1086
TS Financial Group (TSFG)
Illinois
$131K -$3.91K -52 -3%
GWM
1087
Gilpin Wealth Management
Colorado
$122K -$676 -9 -0.5%
FFA
1088
Founders Financial Alliance
North Carolina
$120K +$11.9K +159 +11%
AIM
1089
Anchor Investment Management
South Carolina
$119K – – –
AWM
1090
Angeles Wealth Management
California
$117K -$171K -2,279 -59%
SEP
1091
Signature Equity Partners
Ohio
$113K +$35.1K +467 +44%
BWL
1092
Bogart Wealth LLC
Virginia
$112K +$55.9K +744 +98%
ITIM
1093
Indiana Trust & Investment Management
Indiana
$105K +$31.9K +424 +43%
OC
1094
Oakworth Capital
Alabama
$103K – – –
BL
1095
BFSG LLC
California
$103K +$104K +1,384 +34,600%
TLFA
1096
True Link Financial Advisors
California
$101K +$102K +1,353 New
NWM
1097
Navigoe Wealth Management
California
$100K – – –
AG
1098
AmeriFlex Group
Nevada
$99K – – –
MPCG
1099
Matrix Private Capital Group
New York
$98.3K – – –
MWPCG
1100
Measured Wealth Private Client Group
New Hampshire
$97.9K +$48.3K +642 +95%
42 43
44
45 46