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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
151
NewFocus Financial Group
Washington
$132K +$130K +2,479 New
KT
152
Kanaly Trust
Texas
$127K -$13.6K -260 -10%
ACS
153
Archford Capital Strategies
Illinois
$112K +$110K +2,100 New
MWP
154
MYCIO Wealth Partners
Pennsylvania
$109K – – –
EWM
155
Evercore Wealth Management
New York
$103K +$101K +1,925 New
DADC
156
D.A. Davidson & Co
Montana
$85K – – –
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$80.2K – – –
IF
158
Ironwood Financial
Arizona
$66K – – –
TWA
159
TCI Wealth Advisors
Arizona
$51K – – –
BKA
160
Brick & Kyle Associates
Pennsylvania
$45K +$44.6K +850 New
W
161
Wealthfront
California
$36K +$35.4K +674 New
RIA
162
Regal Investment Advisors
Michigan
$33K +$21.8K +415 +208%
BRWM
163
B. Riley Wealth Management
Tennessee
$28K +$12.9K +246 +85%
AF
164
Arrow Financial
New York
$27K – – –
ONB
165
Old National Bancorp
Indiana
$27K +$26.9K +513 New
CAL
166
Capital Advisors Ltd
Ohio
$26K – – –
MWAN
167
Mariner Wealth Advisors (NYC)
Kansas
$19K +$18.3K +348 New
IWMPD
168
Integrated Wealth Management (Palm Desert)
California
$19K +$19K +362 New
HCM
169
Horrell Capital Management
Arkansas
$18K – – –
KCM
170
Karp Capital Management
California
$18K – – –
DBT
171
Dubuque Bank & Trust
Iowa
$18K +$18.1K +344 New
WCM
172
Wealthcare Capital Management
Virginia
$11K +$9.71K +185 +638%
SF
173
Synovus Financial
Georgia
$9K – – –
WA
174
WFG Advisors
Texas
$8K -$105 -2 -1%
ASN
175
Advisory Services Network
Georgia
$8K +$7.87K +150 New
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