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iShares MSCI Global Min Vol Factor ETF
ACWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
201
Symmetry Partners
Connecticut
$298K +$309K +2,730 New
PGWM
202
Parisi Gray Wealth Management
New Jersey
$296K – – –
TP
203
Tranquility Partners
Tennessee
$291K – – –
OWM
204
OneAscent Wealth Management
Alabama
$283K – – –
PIMG
205
Patriot Investment Management Group
Tennessee
$281K -$69.6K -615 -19%
PTC
206
Private Trust Company
Ohio
$277K – – –
DWT
207
Dorsey & Whitney Trust
South Dakota
$273K – – –
FAB
208
First American Bank
Illinois
$273K – – –
GL
209
Graypoint LLC
New York
$273K – – –
FHC
210
First Heartland Consultants
Missouri
$270K -$5.21K -46 -2%
LF
211
Lee Financial
Texas
$264K – – –
GWA
212
Genesis Wealth Advisors
Massachusetts
$262K +$272K +2,402 New
JIC
213
Joel Isaacson & Co
New York
$261K +$3.96K +35 +1%
APC
214
Asset Planning Corporation
Tennessee
$259K – – –
SPWG
215
Syntegra Private Wealth Group
Missouri
$256K -$91K -804 -26%
PWP
216
Prasad Wealth Partners
Ohio
$256K +$265K +2,345 New
SPC
217
Sigma Planning Corp
Michigan
$255K -$210K -1,858 -44%
WA
218
WP Advisors
California
$255K +$3.85K +34 +1%
WWM
219
Western Wealth Management
Colorado
$252K +$340 +3 +0.1%
BWP
220
BSW Wealth Partners
Colorado
$251K – – –
ATC
221
Argent Trust Co
Tennessee
$251K – – –
CFA
222
Cahill Financial Advisors
Minnesota
$248K -$57.2K -505 -18%
KA
223
Klingman & Associates
New York
$244K – – –
BAS
224
Brueske Advisory Services
Washington
$241K +$250K +2,209 New
AAS
225
Avantax Advisory Services
Texas
$240K +$48.5K +428 +24%
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