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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CWWM
176
Clear Wave Wealth Management
New Jersey
USD 1.1 M -USD 4.54 M -50,051 -80%
Global Retirement Partners
177
Global Retirement Partners
California
USD 1.09 M +USD 1.12 M +12,390 Nuevas
Gateway Wealth Partners
178
Gateway Wealth Partners
Wisconsin
USD 1.08 M -USD 983 k -10,837 -47%
Great Valley Advisor Group
179
Great Valley Advisor Group
Delaware
USD 1.07 M -USD 16.3 k -180 -1%
Corient Private Wealth
180
Corient Private Wealth
Florida
USD 1.06 M +USD 374 k +4,124 +52%
O'Shaughnessy Asset Management
181
O'Shaughnessy Asset Management
Connecticut
USD 1.05 M -USD 162 k -1,783 -13%
Baker Ellis Asset Management
182
Baker Ellis Asset Management
Washington
USD 1.04 M -USD 4.54 k -50 -0.4%
Round Rock Advisors
183
Round Rock Advisors
Connecticut
USD 1.03 M -USD 109 k -1,198 -9%
Evergreen Capital Management
184
Evergreen Capital Management
Washington
USD 1.01 M +USD 4.17 k +46 +0.4%
CFG Wealth Management Services
185
CFG Wealth Management Services
Indiana
USD 997 k – – –
Versant Capital Management
186
Versant Capital Management
Arizona
USD 982 k +USD 19.2 k +212 +2%
Shira Ridge Wealth Management
187
Shira Ridge Wealth Management
California
USD 975 k -USD 9.26 k -102 -0.9%
Ellis Investment Partners
188
Ellis Investment Partners
Pennsylvania
USD 968 k +USD 125 k +1,376 +14%
Clark Asset Management
189
Clark Asset Management
New Hampshire
USD 947 k – – –
CFS Investment Advisory Services
190
CFS Investment Advisory Services
New Jersey
USD 944 k – – –
Foster & Motley
191
Foster & Motley
Ohio
USD 937 k -USD 15.1 k -166 -2%
Sweeney & Michel
192
Sweeney & Michel
California
USD 929 k -USD 7.8 k -86 -0.9%
Joel Isaacson & Co
193
Joel Isaacson & Co
New York
USD 917 k +USD 17.9 k +197 +2%
Clearstead Advisors
194
Clearstead Advisors
Ohio
USD 901 k +USD 140 k +1,542 +18%
Stock Yards Bank & Trust
195
Stock Yards Bank & Trust
Kentucky
USD 896 k +USD 154 k +1,700 +20%
Allworth Financial
196
Allworth Financial
California
USD 889 k -USD 211 k -2,324 -19%
Sky-Mountain Capital Management
197
Sky-Mountain Capital Management
Idaho
USD 888 k +USD 29.5 k +325 +3%
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
USD 877 k -USD 67.6 k -745 -7%
Diversify Wealth Management
199
Diversify Wealth Management
Utah
USD 873 k -USD 1.77 M -19,557 -67%
Diversify Advisory Services
200
Diversify Advisory Services
Utah
USD 873 k +USD 866 k +9,539 Nuevas
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