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iShares MSCI EAFE Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Certus Wealth Management
California
$10.1M +$2.33M +38,144 +32%
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$10M +$402K +6,564 +4%
PFM
203
Potomac Fund Management
Florida
$10M +$9.68M +158,182 New
CAL
204
Capital Analysts LLC
Pennsylvania
$9.93M +$3.71M +60,577 +63%
SWM
205
SigFig Wealth Management
California
$9.66M +$2.71M +44,345 +41%
YCG
206
Yeomans Consulting Group
Georgia
$9.65M +$9.28M +151,704 New
SCM
207
Sterling Capital Management
North Carolina
$9.59M -$1.42M -23,175 -13%
BFPW
208
BOK Financial Private Wealth
Colorado
$9.46M -$302K -4,940 -3%
IFG
209
Independent Financial Group
California
$9.42M +$4.82M +78,751 +113%
VHAM
210
Van Hulzen Asset Management
California
$9.32M +$100K +1,638 +1%
MAM
211
McLean Asset Management
Virginia
$9.29M -$137K -2,237 -2%
CL
212
Choreo LLC
Illinois
$8.94M -$2.13M -34,887 -20%
AC
213
Apella Capital
Connecticut
$8.9M -$443K -7,246 -5%
UW
214
Unique Wealth
Florida
$8.88M +$1.43M +23,310 +20%
TVM
215
True Vision MN
Minnesota
$8.69M +$2.46M +40,183 +42%
HBS
216
Howard Bailey Securities
Indiana
$8.67M -$447K -7,304 -5%
Citigroup
217
Citigroup
New York
$8.59M +$444K +7,260 +6%
VAS
218
Vestmark Advisory Solutions
Massachusetts
$8.5M -$2.42M -39,555 -23%
SCA
219
STALEY CAPITAL ADVISERS
Pennsylvania
$8.47M +$438K +7,160 +6%
AF
220
Allworth Financial
California
$8.35M +$514K +8,406 +7%
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$8.35M +$25.5K +417 +0.3%
MCM
222
M1 Capital Management
Michigan
$8.32M +$3.16M +51,596 +65%
GWP
223
Gen-Wealth Partners
Michigan
$8.22M +$2.23M +36,461 +39%
AA
224
Ancora Advisors
Ohio
$8.15M +$762K +12,449 +11%
AWM
225
Apollon Wealth Management
South Carolina
$8.14M +$1.81M +29,537 +30%