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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
Bernicke Wealth Management
Wisconsin
$536K -$36.2K -663 -6%
AF
177
Alerus Financial
North Dakota
$534K
CI
178
Conning Inc
Connecticut
$529K
PSUF
179
People's United Financial
Connecticut
$527K -$21.7K -397 -4%
BO
180
BRR OpCo
Ohio
$525K +$7.97K +146 +1%
RWA
181
Ropes Wealth Advisors
Massachusetts
$524K
Creative Planning
182
Creative Planning
Kansas
$523K +$140K +2,561 +34%
WI
183
WrapManager Inc
California
$505K -$4.64K -85 -0.9%
FAIM
184
Financial Advocates Investment Management
Washington
$461K +$21.2K +388 +5%
TFF
185
The Family Firm
Maryland
$455K -$37.2K -681 -7%
CS
186
Comerica Securities
Michigan
$446K +$41.4K +758 +10%
BJL
187
Brighton Jones LLC
Washington
$445K +$473K +8,657 New
WP
188
WealthSource Partners
California
$443K -$69.9K -1,280 -13%
BRWA
189
B. Riley Wealth Advisors
Florida
$440K +$77K +1,411 +20%
PCIA
190
Prime Capital Investment Advisors
Kansas
$440K +$468K +8,566 New
JAM
191
Jolley Asset Management
North Carolina
$421K
LWAC
192
Laurel Wealth Advisors (California)
California
$417K
TCM
193
TD Capital Management
Tennessee
$417K +$9.77K +179 +2%
EWM
194
Empirical Wealth Management
Washington
$410K +$436K +7,985 New
SWM
195
SVA Wealth Management
Wisconsin
$405K -$88.4K -1,618 -17%
KWM
196
Kingsview Wealth Management
Oregon
$402K -$98.2K -1,798 -19%
AI
197
Accredited Investors
Minnesota
$395K +$1.31K +24 +0.3%
LIM
198
Leavell Investment Management
Alabama
$367K
SFM
199
Signet Financial Management
New Jersey
$362K +$40.7K +745 +12%
TAM
200
Tocqueville Asset Management
New York
$349K -$32.8K -600 -8%