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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
176
B. Riley Wealth Advisors
Florida
$230K -$38.7K -832 -15%
YMRC
177
Yorktown Management & Research Company
Virginia
$217K +$214K +4,600 New
CA
178
Cetera Advisors
Colorado
$215K -$66.6K -1,433 -24%
SWP
179
Stratos Wealth Partners
Ohio
$213K +$209K +4,503 New
CWM
180
Confluence Wealth Management
Oregon
$202K +$198K +4,267 New
GRP
181
Global Retirement Partners
California
$167K +$164K +3,538 New
ZB
182
Zions Bancorporation
Utah
$149K – – –
LM
183
Legg Mason
Maryland
$138K +$62.5K +1,345 +86%
Creative Planning
184
Creative Planning
Kansas
$137K – – –
MIFH
185
Migdal Insurance & Financial Holdings
Israel
$127K +$125K +2,697 New
GC
186
Guggenheim Capital
Illinois
$118K +$116K +2,500 New
AWM
187
Avior Wealth Management
Nebraska
$114K +$3.67K +79 +3%
BWP
188
Baldwin Wealth Partners
Massachusetts
$105K – – –
IWA
189
IBEX Wealth Advisors
New Jersey
$89K +$85.3K +1,835 New
WTB
190
Washington Trust Bank
Washington
$85K +$83.3K +1,792 New
GEA
191
Glen Eagle Advisors
New Jersey
$84.6K +$83.2K +1,790 New
EWM
192
Evercore Wealth Management
New York
$84K – – –
FNBT
193
FineMark National Bank & Trust
Florida
$73K +$72.3K +1,555 New
SEI Investments
194
SEI Investments
Pennsylvania
$72K +$39.9K +858 +130%
1832 Asset Management
195
1832 Asset Management
Ontario, Canada
$66K +$65.1K +1,400 New
ADL
196
Asset Dedication LLC
California
$65K -$17.1K -367 -21%
BP
197
Ballentine Partners
Massachusetts
$62K – – –
BTIS
198
BB&T Investment Services
North Carolina
$61K +$59.9K +1,289 New
SPIA
199
Steward Partners Investment Advisory
New York
$52K +$51.4K +1,106 New
M
200
MOTCO
Texas
$49K – – –