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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
I
126
INVST
Indiana
$12.9M -$5.61M -107,527 -31%
BCI
127
Brinker Capital Investments
Pennsylvania
$12.9M +$12.4M +236,767 New
OPS
128
Orion Portfolio Solutions
Nebraska
$12.9M +$12.4M +236,767 New
T
129
TNF
Montana
$12.8M -$580K -11,108 -4%
KTM
130
Keeler Thomas Management
Utah
$12.7M +$775K +14,840 +7%
PFA
131
Pettinga Financial Advisors
Indiana
$12.6M -$7.61M -145,830 -39%
SW
132
SteelPeak Wealth
California
$12.4M -$4.82M -92,260 -29%
NCM
133
Northwest Capital Management
Oregon
$12.2M +$22.8K +436 +0.2%
LRWA
134
Long Run Wealth Advisors
New York
$12.1M +$454K +8,698 +4%
AC
135
Apella Capital
Connecticut
$11.6M -$883K -16,918 -7%
MFG
136
Merit Financial Group
Georgia
$11.6M -$4.31M -82,615 -28%
CCWM
137
Cassaday & Co Wealth Management
Virginia
$11.6M -$89.8K -1,720 -0.8%
BTI
138
Blue Trust Inc
Georgia
$11.3M -$9.4M -180,176 -46%
LWA
139
Lineweaver Wealth Advisors
Ohio
$11.3M +$256K +4,901 +2%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$11.2M +$3.9M +74,765 +50%
EL
141
EWA LLC
Pennsylvania
$11.1M +$10.5M +200,397 New
APP
142
Avantax Planning Partners
Iowa
$11M -$25.6K -490 -0.2%
MGIA
143
Moneta Group Investment Advisors
Missouri
$11M -$440K -8,426 -4%
COI
144
Connable Office Inc
Michigan
$10.7M +$3.5K +67 +0%
SW
145
Simplicity Wealth
New Jersey
$10.5M +$569K +10,908 +6%
WA
146
Wealth Alliance
New York
$10.4M -$3.76M -71,995 -27%
KV
147
Kickstand Ventures
New York
$10.3M +$5.61M +107,520 +130%
KFSC
148
Keystone Financial Services (Colorado)
Colorado
$10.3M -$3.17M -60,728 -24%
OWA
149
One Wealth Advisors
California
$10.2M -$3.06M -58,658 -24%
CAM
150
Crestone Asset Management
Colorado
$10.1M -$2.51M -48,006 -21%
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