We are live on ! Find out more
EFV icon

iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPM
151
Sensible Financial Planning & Management
Massachusetts
$29K +$29.7K +520 New
FBT
152
Founders Bank & Trust
Michigan
$28K – – –
JFGIW
153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K +$29.3K +514 New
CAL
154
Capital Advisors Ltd
Ohio
$26K – – –
HCM
155
Horrell Capital Management
Arkansas
$18K – – –
BRWM
156
B. Riley Wealth Management
Tennessee
$15K -$155K -2,714 -90%
BAM
157
Barrett Asset Management
New York
$15K – – –
MA
158
MCF Advisors
Kentucky
$10K -$64.1K -1,124 -86%
SF
159
Synovus Financial
Georgia
$9K +$9.13K +160 New
WA
160
WFG Advisors
Texas
$8K – – –
TCM
161
Tradewinds Capital Management
Washington
$7K – – –
FWM
162
Focused Wealth Management
New York
$5K – – –
RIA
163
Regal Investment Advisors
Michigan
$4K -$10.8K -190 -73%
HI
164
Hudock Inc
Pennsylvania
$3K -$3.88K -68 -52%
NFG
165
Next Financial Group
Texas
$3K +$3.02K +53 New
WCM
166
Wealthcare Capital Management
Virginia
$2K – – –
ACH
167
Axis Capital Holdings
– -$25.3M -432,114 Closed
SMA
168
Simply Money Advisors
Ohio
– -$18.6M -317,441 Closed
PL
169
Plancorp LLC
Missouri
– -$7.84M -133,880 Closed
JG
170
Jefferies Group
New York
– -$264K -4,512 Closed
TIM
171
Thornburg Investment Management
New Mexico
– -$262K -4,475 Closed
MWM
172
Modera Wealth Management
New Jersey
– -$216K -3,682 Closed
JA
173
JOYN Advisors
Georgia
– -$191K -3,253 Closed
CHAM
174
Clear Harbor Asset Management
Connecticut
– -$50K -850 Closed
PAS
175
Partnervest Advisory Services
California
– -$45K -774 Closed
4 5 6
7
8