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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
Reilly Financial Advisors
California
$215K +$32.1K +711 +17%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$214K -$52.6K -1,166 -19%
WA
153
Wealth Architects
California
$213K -$8.52K -189 -4%
Creative Planning
154
Creative Planning
Kansas
$181K +$6.09K +135 +3%
EWM
155
Evercore Wealth Management
New York
$174K
WA
156
WFG Advisors
Texas
$137K +$137K +3,044 +2,029%
ZB
157
Zions Bancorporation
Utah
$136K
MWP
158
MYCIO Wealth Partners
Pennsylvania
$114K +$2.98K +66 +3%
BWA
159
Burt Wealth Advisors
Maryland
$111K
MA
160
MCF Advisors
Kentucky
$82K +$85.7K +1,900 New
AWM
161
Avior Wealth Management
Nebraska
$81K +$14.8K +329 +21%
IA
162
IFP Advisors
Florida
$80K -$28.5K -632 -25%
JSAM
163
J. Safra Asset Management
New York
$76K
ADL
164
Asset Dedication LLC
California
$74K +$50.9K +1,128 +185%
RCG
165
Ruggie Capital Group
Florida
$73K +$76.2K +1,690 New
CBT
166
Central Bank & Trust
Kentucky
$71K
TWA
167
TCI Wealth Advisors
Arizona
$63K -$23.8K -528 -26%
BP
168
Ballentine Partners
Massachusetts
$57K -$88.9K -1,972 -60%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$38.9K
IWMPD
170
Integrated Wealth Management (Palm Desert)
California
$36K +$21.4K +475 +131%
IF
171
Ironwood Financial
Arizona
$34K
KF
172
Krilogy Financial
Missouri
$30K -$109K -2,410 -78%
JIC
173
Joel Isaacson & Co
New York
$20K
IIC
174
Integrated Investment Consultants
Michigan
$17K
CG
175
Cutler Group
California
$17K +$13.5K +300 +300%