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iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
201
MorganRosel Wealth Management
Colorado
$399K +$8.25K +133 +2%
CWM
202
Calamos Wealth Management
Illinois
$395K +$401K +6,468 New
SS
203
Simplicity Solutions
Minnesota
$390K +$396K +6,387 New
SWP
204
Summit Wealth Partners
Florida
$385K -$43.5K -702 -10%
RIA
205
Regal Investment Advisors
Michigan
$379K -$11K -177 -3%
BSSFA
206
Baron Silver Stevens Financial Advisors
Florida
$374K -$200K -3,227 -34%
BA
207
Ballew Advisors
Mississippi
$361K -$10.9K -175 -3%
PCG
208
Private Capital Group
Connecticut
$353K – – –
PPW
209
Pinnacle Private Wealth
Massachusetts
$351K -$70.3K -1,133 -16%
ARIS
210
Advanced Research Investment Solutions
California
$334K -$33.8K -545 -9%
RHBC
211
R.H. Bluestein & Co
Michigan
$333K – – –
FCIM
212
Fairview Capital Investment Management
California
$332K – – –
FPAS
213
Focus Partners Advisor Solutions
Missouri
$330K +$335K +5,408 New
DWM
214
Dakota Wealth Management
Florida
$328K -$71.3K -1,150 -18%
AWM
215
Avaii Wealth Management
Wisconsin
$323K – – –
SIC
216
Salem Investment Counselors
North Carolina
$322K +$2.85K +46 +0.9%
GIA
217
Gladstone Institutional Advisory
Florida
$319K -$54.3K -875 -14%
FT
218
Fiduciary Trust
Massachusetts
$319K – – –
WFM
219
Wolff Financial Management
Michigan
$319K +$52.9K +853 +19%
COCM
220
Charter Oak Capital Management
New Hampshire
$311K -$15.1K -243 -5%
ACA
221
Anchor Capital Advisors
Massachusetts
$307K -$8.93K -144 -3%
RW
222
Rede Wealth
Virginia
$306K -$248 -4 -0.1%
AIM
223
Anchor Investment Management
South Carolina
$306K – – –
AAS
224
Ameritas Advisory Services
Nebraska
$300K -$65.9K -1,062 -18%
WWM
225
Western Wealth Management
Colorado
$299K +$304K +4,901 New
7 8
9
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