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iShares MSCI Emerging Markets Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
151
Grey Fox Wealth Advisors
Delaware
$825K +$67.3K +1,242 +9%
BA
152
Bellwether Advisors
Nebraska
$824K -$73.5K -1,357 -8%
MBFW
153
Morton Brown Family Wealth
Pennsylvania
$817K -$37.5K -692 -4%
T
154
TNF
Montana
$795K -$66.9K -1,235 -8%
JGUA
155
John G. Ullman & Associates
New York
$791K -$65K -1,200 -8%
BWM
156
BerganKDV Wealth Management
Minnesota
$780K -$25.7M -475,183 -97%
AWS
157
Atria Wealth Solutions
New York
$776K -$16.8M -310,392 -96%
FPCG
158
Forum Private Client Group
Indiana
$750K -$126K -2,332 -15%
SFG
159
Sterling Financial Group
California
$735K
LA
160
LVW Advisors
New York
$734K -$2.03M -37,457 -74%
YIA
161
YHB Investment Advisors
Connecticut
$729K +$137K +2,527 +23%
WANY
162
Wealthspire Advisors (New York)
New York
$712K -$69.8K -1,288 -9%
KWM
163
Keebeck Wealth Management
Illinois
$711K -$2.75M -50,725 -80%
PA
164
PFG Advisors
Arizona
$709K +$13.5K +249 +2%
KWS
165
Keystone Wealth Services
California
$687K +$682K +12,591 New
FCA
166
FinTrust Capital Advisors
South Carolina
$687K
BPA
167
Beacon Pointe Advisors
California
$673K +$284K +5,245 +74%
JFG
168
JMG Financial Group
Illinois
$670K
Financial Engines Advisors
169
Financial Engines Advisors
California
$666K
CPWM
170
Cypress Point Wealth Management
Texas
$666K +$73.3K +1,353 +12%
TFGT
171
TS Financial Group (TSFG)
Illinois
$623K -$78.3K -1,445 -11%
SL
172
SWMG LLC
Texas
$611K -$3.96M -73,179 -87%
SFO
173
Stokes Family Office
Louisiana
$597K -$17.5M -322,284 -97%
FG
174
Foster Group
Iowa
$591K -$34.6K -638 -6%
SWA
175
Stratos Wealth Advisors
Ohio
$591K -$670K -12,371 -53%