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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Evercore Wealth Management
New York
$89K
CDIA
202
Capital Directions Investment Advisors
Georgia
$82K +$80.2K +1,631 New
Manulife (Manufacturers Life Insurance)
203
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79K +$43.5K +885 +130%
ADL
204
Asset Dedication LLC
California
$69K
TWA
205
TCI Wealth Advisors
Arizona
$62K +$33.9K +690 +126%
SSB
206
Sandy Spring Bank
Maryland
$58K +$57.1K +1,161 New
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$57K +$16.6K +338 +43%
M
208
MOTCO
Texas
$52K
SEI Investments
209
SEI Investments
Pennsylvania
$46K -$29.5K -600 -39%
DBT
210
Dubuque Bank & Trust
Iowa
$39K -$10.4M -210,789 -100%
HI
211
Hudock Inc
Pennsylvania
$39K
CFN
212
Cordasco Financial Network
Florida
$39K +$38.3K +780 New
WCM
213
Wealthcare Capital Management
Virginia
$37K +$16.9K +343 +87%
GWA
214
Guidant Wealth Advisors
Illinois
$36K +$36.1K +735 New
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$35.2K -$10.1K -205 -23%
AWMS
216
Advocacy Wealth Management Services
Georgia
$34K -$1.92K -39 -6%
SPIA
217
Steward Partners Investment Advisory
New York
$32K -$22.4K -456 -41%
AAP
218
Arax Advisory Partners
Colorado
$31K
IF
219
Ironwood Financial
Arizona
$30K
FHA
220
First Horizon Advisors
Tennessee
$30K +$29.6K +603 New
ST
221
Smithfield Trust
Pennsylvania
$26K
BIG
222
Bellwether Investment Group
Tennessee
$23K -$5.85K -119 -21%
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$3.1K -63 -12%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$22K
KF
225
Krilogy Financial
Missouri
$21K