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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1101
Halbert Hargrove Global Advisors
California
$44.2K +$43K +619 New
RPC
1102
Rossmore Private Capital
Connecticut
$44K – – –
SWM
1103
SHP Wealth Management
Massachusetts
$42.8K +$41.7K +600 New
CF
1104
Collier Financial
Colorado
$41.6K +$903 +13 +2%
LGWM
1105
Litman Gregory Wealth Management
California
$41K +$39.9K +574 New
CW
1106
Curio Wealth
Maryland
$40.2K +$39K +561 New
PFM
1107
Phillips Financial Management
Indiana
$40.1K – – –
RA
1108
Ransom Advisory
Rhode Island
$40.1K +$39K +561 New
JFA
1109
JNBA Financial Advisors
Minnesota
$39.3K – – –
SRCM
1110
Signature Resources Capital Management
California
$37.8K +$8.34K +120 +29%
BIM
1111
Breakwater Investment Management
Washington
$37.7K – – –
OAJ
1112
Ogorek Anthony Joseph
New York
$36K +$834 +12 +2%
HFS
1113
Hantz Financial Services
Michigan
$36K +$15.7K +226 +83%
MAS
1114
MPWM Advisory Solutions
Georgia
$35.6K – – –
CB
1115
Centennial Bank
Arkansas
$35.4K – – –
WG
1116
Wellington Group
Indiana
$35.4K +$34.5K +496 New
FFO
1117
Fortitude Family Office
Arizona
$34.3K +$33.4K +481 New
AA
1118
Addison Advisors
Vermont
$33.8K +$69 +1 +0.2%
CMA
1119
Cedar Mountain Advisors
Oregon
$33.3K +$695 +10 +2%
FCAS
1120
First Command Advisory Services
Texas
$33K +$32.1K +462 New
DF
1121
Dunhill Financial
United Kingdom
$32.8K +$22.6K +325 +243%
AWM
1122
Abound Wealth Management
Tennessee
$31.2K -$4.1K -59 -12%
RCM
1123
Richardson Capital Management
Wisconsin
$30.4K +$417 +6 +1%
BTD
1124
BankPlus Trust Department
Mississippi
$29.2K +$28.4K +409 New
RL
1125
Rogco LP
Oklahoma
$29K -$6.46K -93 -19%
43 44
45
46 47