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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
201
Northwest Capital Management
Oregon
$4M +$1.22M +23,491 +44%
OPS
202
Orion Portfolio Solutions
Nebraska
$3.97M +$3.14M +60,542 +344%
CA
203
Cetera Advisors
Colorado
$3.95M +$178K +3,434 +5%
KWM
204
Keebeck Wealth Management
Illinois
$3.89M -$219K -4,225 -5%
MYIA
205
Mount Yale Investment Advisors
Colorado
$3.88M +$424K +8,183 +12%
AAS
206
Avantax Advisory Services
Texas
$3.79M +$1.55M +29,890 +67%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$3.75M +$275K +5,315 +8%
HI
208
Harbour Investments
Wisconsin
$3.75M +$890K +17,174 +30%
CWM
209
Cranbrook Wealth Management
Michigan
$3.69M +$429K +8,289 +13%
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$3.59M -$112K -2,167 -3%
SS
211
Simplicity Solutions
Minnesota
$3.58M +$3.45M +66,589 +1,705%
PWAG
212
Polaris Wealth Advisory Group
California
$3.57M +$3.61M +69,743 New
GWMIA
213
Global Wealth Management Investment Advisory
Florida
$3.43M -$426K -8,215 -11%
WA
214
Wilshire Advisors
California
$3.43M -$407K -7,857 -10%
BOS
215
Bingham Osborn & Scarborough
California
$3.42M +$165K +3,175 +5%
FT
216
Fiduciary Trust
Massachusetts
$3.42M -$1.16M -22,337 -25%
SIA
217
Stegner Investment Associates
Kentucky
$3.41M -$57K -1,100 -2%
SCM
218
SOL Capital Management
Maryland
$3.39M +$56.5K +1,090 +2%
SPC
219
Sigma Planning Corp
Michigan
$3.39M +$466K +8,987 +16%
VWM
220
Venturi Wealth Management
Texas
$3.38M -$103K -1,982 -3%
SWA
221
Sax Wealth Advisors
New Jersey
$3.35M -$11.2K -217 -0.3%
RFN
222
RDA Financial Network
Iowa
$3.3M +$31.3K +605 +0.9%
FEG
223
Fund Evaluation Group
Ohio
$3.29M – – –
GT
224
Greenleaf Trust
Michigan
$3.27M -$109K -2,113 -3%
MAFM
225
Mid Atlantic Financial Management
Pennsylvania
$3.23M +$131K +2,534 +4%
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