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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$150K +$160K +2,900 New
BWA
152
Burt Wealth Advisors
Maryland
$136K – – –
NFG
153
NewFocus Financial Group
Washington
$130K – – –
MWP
154
MYCIO Wealth Partners
Pennsylvania
$117K +$10.8K +195 +10%
ACS
155
Archford Capital Strategies
Illinois
$110K – – –
EWM
156
Evercore Wealth Management
New York
$101K – – –
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$88.1K – – –
TCM
158
Tradewinds Capital Management
Washington
$79K +$75.7K +1,372 +1,064%
TRCT
159
Tower Research Capital (TRC)
New York
$79K +$79.9K +1,448 +2,069%
IF
160
Ironwood Financial
Arizona
$65K – – –
DADC
161
D.A. Davidson & Co
Montana
$64K -$20.6K -373 -23%
FNBT
162
FineMark National Bank & Trust
Florida
$50K +$53K +961 New
BKA
163
Brick & Kyle Associates
Pennsylvania
$44K – – –
RIA
164
Regal Investment Advisors
Michigan
$32K – – –
W
165
Wealthfront
California
$30K -$5.35K -97 -14%
BRWM
166
B. Riley Wealth Management
Tennessee
$28K – – –
CAL
167
Capital Advisors Ltd
Ohio
$26K – – –
JIC
168
Joel Isaacson & Co
New York
$24K +$25.3K +458 New
IWMPD
169
Integrated Wealth Management (Palm Desert)
California
$19K – – –
DBT
170
Dubuque Bank & Trust
Iowa
$18K – – –
KCM
171
Karp Capital Management
California
$18K – – –
CC
172
Cassaday & Co
Virginia
$16K +$16.6K +300 New
PSI
173
Pinnacle Summer Investments
Virginia
$14K +$15.1K +273 New
TCOV
174
Trust Company of Vermont
Vermont
$13K +$13.2K +239 New
AA
175
Apriem Advisors
California
$13K +$13.8K +250 New
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7
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