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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UR
151
USCA RIA
Texas
$651K – – –
BWM
152
Bernicke Wealth Management
Wisconsin
$639K -$60.3K -1,136 -9%
PA
153
Parallel Advisors
California
$614K +$14K +263 +2%
CAN
154
Cetera Advisor Networks
California
$603K -$9.34K -176 -2%
CL
155
CPWM LLC
Washington
$595K – – –
PSUF
156
People's United Financial
Connecticut
$583K +$5.04K +95 +0.9%
DIA
157
Denver Investment Advisors
Colorado
$576K +$32.3K +609 +6%
Mariner
158
Mariner
Kansas
$569K +$553K +10,425 New
AF
159
Alerus Financial
North Dakota
$568K +$553K +10,408 New
WP
160
WealthSource Partners
California
$554K – – –
RWA
161
Ropes Wealth Advisors
Massachusetts
$546K – – –
SC
162
SouthState Corp
Florida
$545K – – –
BO
163
BRR OpCo
Ohio
$544K +$1.17K +22 +0.2%
WI
164
WrapManager Inc
California
$538K -$9.34K -176 -2%
SPIA
165
Steward Partners Investment Advisory
New York
$530K +$481K +9,062 +1,394%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$519K +$33.8K +637 +7%
SWM
167
SVA Wealth Management
Wisconsin
$518K +$10.3K +194 +2%
TFF
168
The Family Firm
Maryland
$498K +$149K +2,815 +45%
NPC
169
National Planning Corporation
California
$477K +$464K +8,744 New
RIA
170
RPG Investment Advisory
California
$468K +$455K +8,574 New
KWM
171
Kingsview Wealth Management
Oregon
$454K +$51.7K +973 +13%
CB
172
Chemical Bank
Michigan
$452K +$6.58K +124 +2%
JAM
173
Jolley Asset Management
North Carolina
$447K – – –
LWAC
174
Laurel Wealth Advisors (California)
California
$444K – – –
MFT
175
Moisand Fitzgerald Tamayo
Florida
$437K – – –