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iShares MSCI Emerging Markets Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
BerganKDV Wealth Management
Minnesota
$708K -$78K -1,411 -10%
AWS
152
Atria Wealth Solutions
New York
$708K -$74.4K -1,345 -9%
WANY
153
Wealthspire Advisors (New York)
New York
$702K -$15.7K -284 -2%
FPCG
154
Forum Private Client Group
Indiana
$692K -$63.9K -1,156 -8%
LNC
155
Lincoln National Corp
Pennsylvania
$691K +$480K +8,674 +223%
FCA
156
FinTrust Capital Advisors
South Carolina
$687K
JFG
157
JMG Financial Group
Illinois
$675K
Financial Engines Advisors
158
Financial Engines Advisors
California
$671K
FG
159
Foster Group
Iowa
$665K +$69.9K +1,265 +12%
BSW
160
Buckingham Strategic Wealth
Missouri
$648K +$104K +1,873 +19%
LA
161
LVW Advisors
New York
$644K -$96.7K -1,748 -13%
MFG
162
Merit Financial Group
Georgia
$642K +$87.4K +1,580 +16%
KWM
163
Keebeck Wealth Management
Illinois
$642K -$75.5K -1,365 -10%
TFGT
164
TS Financial Group (TSFG)
Illinois
$628K +$276 +5 +0%
CPWM
165
Cypress Point Wealth Management
Texas
$621K -$50.5K -914 -7%
SWA
166
Stratos Wealth Advisors
Ohio
$604K +$9.12K +165 +2%
CAG
167
Csenge Advisory Group
Florida
$601K -$263K -4,754 -30%
CTWM
168
Cherry Tree Wealth Management
Minnesota
$582K +$586K +10,590 New
SFO
169
Stokes Family Office
Louisiana
$572K -$30.1K -545 -5%
Prudential Financial
170
Prudential Financial
New Jersey
$560K +$82.6K +1,494 +17%
IWM
171
IHT Wealth Management
Illinois
$554K +$12K +217 +2%
AIP
172
Ameritas Investment Partners
Nebraska
$550K -$6.3K -114 -1%
AWM
173
Aries Wealth Management
Maine
$547K +$40.2K +727 +8%
AWM
174
Aberdeen Wealth Management
Illinois
$537K
LIA
175
LS Investment Advisors
Michigan
$523K +$2.32K +42 +0.4%