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iShares MSCI Global Min Vol Factor ETF
ACWV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
176
Exencial Wealth Advisors
Oklahoma
$415K +$3.75K +31 +0.9%
CWRP
177
Cassady Wealth & Retirement Planning
Nevada
$404K +$848 +7 +0.2%
VHAM
178
Van Hulzen Asset Management
California
$401K -$13.7K -113 -3%
TC
179
Trilogy Capital
California
$399K +$116K +959 +40%
AWM
180
AE Wealth Management
Kansas
$398K -$6.18K -51 -2%
FIM
181
Freedom Investment Management
Connecticut
$386K -$18.8K -155 -5%
IPAM
182
Investment Partners Asset Management
New Jersey
$386K – – –
SG
183
Stanich Group
New York
$382K +$121 +1 +0%
EB
184
Eastern Bank
Massachusetts
$379K – – –
GS
185
GTS Securities
Florida
$377K -$92K -760 -19%
TFS
186
Thoroughbred Financial Services
Tennessee
$362K – – –
PFA
187
Perryman Financial Advisory
Texas
$361K – – –
WWM
188
Western Wealth Management
Colorado
$361K – – –
CA
189
COFG Advisors
Illinois
$360K – – –
VF
190
Vestment Financial
Minnesota
$345K +$71.1K +587 +26%
KFGK
191
Keystone Financial Group (Kentucky)
Kentucky
$340K – – –
FFN
192
Focus Financial Network
Minnesota
$338K -$67.3K -556 -16%
HP
193
Hilltop Partners
Indiana
$337K -$6.06K -50 -2%
WA
194
WPG Advisers
Maryland
$334K -$7.03K -58 -2%
JIC
195
Joel Isaacson & Co
New York
$328K +$30.3K +250 +10%
PGWM
196
Parisi Gray Wealth Management
New Jersey
$324K – – –
BFP
197
Birchwood Financial Partners
Minnesota
$321K -$9.08K -75 -3%
CL
198
CVFG LLC
Indiana
$319K -$1.82K -15 -0.6%
PIMG
199
Patriot Investment Management Group
Tennessee
$307K – – –
EF
200
Empowered Funds
Pennsylvania
$303K +$307K +2,532 New
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8
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