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iShares MSCI Global Min Vol Factor ETF
ACWV

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
201
Patriot Investment Management Group
Tennessee
$304K -$582 -5 -0.2%
PFA
202
Pure Financial Advisors
California
$299K +$294K +2,524 New
TPWM
203
Twelve Points Wealth Management
Massachusetts
$298K – – –
DWT
204
Dorsey & Whitney Trust
South Dakota
$296K – – –
FAB
205
First American Bank
Illinois
$296K – – –
GL
206
Graypoint LLC
New York
$296K – – –
LF
207
Lee Financial
Texas
$286K – – –
TWC
208
TD Waterhouse Canada
Ontario, Canada
$286K +$30.9K +265 +12%
GWA
209
Genesis Wealth Advisors
Massachusetts
$282K -$2.33K -20 -0.8%
SPWG
210
Syntegra Private Wealth Group
Missouri
$282K +$3.96K +34 +1%
APC
211
Asset Planning Corporation
Tennessee
$281K – – –
WA
212
WP Advisors
California
$280K +$2.79K +24 +1%
FHC
213
First Heartland Consultants
Missouri
$279K -$1.4K -12 -0.5%
SB
214
Strategic Blueprint
Georgia
$278K +$273K +2,343 New
WWM
215
Western Wealth Management
Colorado
$274K -$1.28K -11 -0.5%
BWP
216
BSW Wealth Partners
Colorado
$273K – – –
ATC
217
Argent Trust Co
Tennessee
$273K – – –
JIC
218
Joel Isaacson & Co
New York
$266K – – –
MFG
219
Magnus Financial Group
New York
$266K -$4.31K -37 -2%
OWM
220
OneAscent Wealth Management
Alabama
$265K – – –
KA
221
Klingman & Associates
New York
$265K – – –
AWM
222
Accurate Wealth Management
Florida
$262K +$1.4K +12 +0.5%
FPAS
223
Focus Partners Advisor Solutions
Missouri
$261K +$38.7K +332 +18%
TA
224
TKG Advisors
Indiana
$260K +$256K +2,197 New
CFA
225
Cahill Financial Advisors
Minnesota
$258K +$36.9K +317 +17%
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9
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