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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
326
Allen Capital Group
Nebraska
$527K -$7.84K -101 -1%
RMA
327
Roffman Miller Associates
Pennsylvania
$527K +$543K +6,994 New
TI
328
tru Independence
Oregon
$526K +$544K +7,006 New
GSWM
329
Golden State Wealth Management
California
$522K – – –
RWB
330
RMR Wealth Builders
New Jersey
$521K +$29K +374 +6%
BSSFA
331
Baron Silver Stevens Financial Advisors
Florida
$520K -$774K -9,967 -59%
SGI
332
Summit Global Investments
Utah
$511K -$40.5K -522 -7%
LWP
333
Laurel Wealth Planning
Minnesota
$504K +$12.7K +164 +3%
SPI
334
Santori & Peters Inc
Pennsylvania
$501K -$233 -3 -0%
BZWA
335
Blue Zone Wealth Advisors
California
$499K +$515K +6,627 New
OCM
336
Orion Capital Management
California
$493K – – –
BFG
337
Berger Financial Group
Minnesota
$483K – – –
OWM
338
OneAscent Wealth Management
Alabama
$483K +$498K +6,417 New
RG
339
Retirement Group
California
$480K -$19.1K -246 -4%
OPS
340
Orion Portfolio Solutions
Nebraska
$478K -$35.5K -457 -7%
FG
341
Foster Group
Iowa
$474K +$113K +1,459 +30%
EAM
342
Evanson Asset Management
California
$464K -$37.3K -480 -7%
TFS
343
Thoroughbred Financial Services
Tennessee
$461K -$76.4K -984 -14%
BRWA
344
B. Riley Wealth Advisors
Florida
$445K -$932 -12 -0.2%
JFG
345
JMG Financial Group
Illinois
$440K – – –
GGS
346
Galvin Gaustad & Stein
Arizona
$438K -$22.2K -286 -5%
TCPWM
347
Traverso Chambers Private Wealth Management
California
$437K – – –
DP
348
Denver PWM
Colorado
$432K -$17.9K -231 -4%
ADL
349
Asset Dedication LLC
California
$412K -$15K -193 -3%
NEPWA
350
New England Private Wealth Advisors
Massachusetts
$411K +$1.01K +13 +0.2%
12 13
14
15 16