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iShares MSCI Global Min Vol Factor ETF
ACWV

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
251
Asset Planning Corporation
Tennessee
$225K – – –
WAG
252
Windsor Advisory Group
Ohio
$223K +$220K +2,347 New
KA
253
Klingman & Associates
New York
$223K +$220K +2,345 New
SBL
254
Sargent Bickham Lagudis
Colorado
$223K +$94 +1 +0%
WWM
255
Western Wealth Management
Colorado
$218K -$227K -2,419 -51%
JIC
256
Joel Isaacson & Co
New York
$217K +$214K +2,281 New
CCM
257
Cox Capital Management
Massachusetts
$213K +$210K +2,239 New
AC
258
Avant Capital
Louisiana
$203K +$201K +2,140 New
CWP
259
CFM Wealth Partners
Texas
$200K +$198K +2,108 New
CS
260
Credit Suisse
Switzerland
$190K – – –
3IP
261
3Chopt Investment Partners
Virginia
$186K +$183K +1,954 New
SWM
262
Sugarloaf Wealth Management
Georgia
$168K -$31.8K -339 -16%
NA
263
NewEdge Advisors
Louisiana
$139K +$130K +1,391 +17%
RCM
264
Rain Capital Management
Oregon
$115K +$1.41K +15 +1%
CWM
265
Consultiva Wealth Management
Puerto Rico
$115K – – –
CS
266
Comerica Securities
Michigan
$114K +$113K +1,201 New
MCC
267
Money Concepts Capital
Florida
$109K +$106K +1,126 +4,504%
CA
268
CoreCap Advisors
Michigan
$96.7K +$95.4K +1,017 New
CFGS
269
Concourse Financial Group Securities
Alabama
$96.1K +$35.7K +381 +60%
CTA
270
Colonial Trust Advisors
South Carolina
$95K +$93.8K +1,000 New
RPCA
271
Running Point Capital Advisors
California
$88.8K – – –
ACA
272
Atlas Capital Advisors
Wyoming
$80.8K – – –
CPG
273
Cornerstone Planning Group
New Jersey
$69.8K +$68.3K +728 New
SIS
274
Sound Income Strategies
Florida
$65.2K +$64.3K +686 New
DWMG
275
DB Wealth Management Group
California
$57.7K – – –
9 10
11
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