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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
KT
151
Kanaly Trust
Texas
$135K +$13.9K +264 +11%
BWA
152
Burt Wealth Advisors
Maryland
$132K +$137K +2,595 New
PO
153
Private Ocean
California
$128K +$633 +12 +0.5%
SCP
154
Syntal Capital Partners
Texas
$119K – – –
MWP
155
MYCIO Wealth Partners
Pennsylvania
$104K +$1.37K +26 +1%
MFS
156
MSI Financial Services
Massachusetts
$102K -$29.6K -561 -22%
DADC
157
D.A. Davidson & Co
Montana
$82K +$55.2K +1,047 +185%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$76.8K – – –
TRCT
159
Tower Research Capital (TRC)
New York
$74K +$76.6K +1,451 New
IF
160
Ironwood Financial
Arizona
$63K +$65.3K +1,237 New
TWA
161
TCI Wealth Advisors
Arizona
$48K +$50.1K +950 New
FBT
162
Founders Bank & Trust
Michigan
$27K – – –
SFPM
163
Sensible Financial Planning & Management
Massachusetts
$27K – – –
AF
164
Arrow Financial
New York
$26K -$17.1K -325 -39%
CAL
165
Capital Advisors Ltd
Ohio
$25K – – –
HCM
166
Horrell Capital Management
Arkansas
$17K – – –
KCM
167
Karp Capital Management
California
$17K +$17.7K +335 New
BRWM
168
B. Riley Wealth Management
Tennessee
$14K +$158 +3 +1%
WF
169
WealthTrust Fairport
Ohio
$12K +$12.8K +243 New
RIA
170
Regal Investment Advisors
Michigan
$10K +$6.81K +129 +182%
SF
171
Synovus Financial
Georgia
$8K – – –
WA
172
WFG Advisors
Texas
$8K +$106 +2 +1%
TCM
173
Tradewinds Capital Management
Washington
$7K – – –
FWM
174
Focused Wealth Management
New York
$3K -$1.64K -31 -34%
NFG
175
Next Financial Group
Texas
$3K – – –
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