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iShares MSCI EAFE Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Alesco Advisors
New York
$274K
JJBC
327
James J. Burns & Company
New York
$273K -$20K -302 -7%
WF
328
Warner Financial
Maryland
$273K +$2.92K +44 +1%
CAM
329
Cresset Asset Management
Illinois
$271K -$64.8K -977 -20%
CI
330
Ceera Investments
Texas
$264K
SMA
331
Sage Mountain Advisors
Georgia
$260K +$249K +3,750 New
FCFC
332
First Citizens Financial Corp
Iowa
$260K -$82.3K -1,241 -25%
EWA
333
Elevate Wealth Advisory
Georgia
$256K +$245K +3,697 New
SFA
334
Sequoia Financial Advisors
Ohio
$249K +$6.43K +97 +3%
KCM
335
Kathmere Capital Management
Pennsylvania
$247K +$236K +3,559 New
WAOI
336
Wealth Advisors of Iowa
Iowa
$246K -$89.5K -1,350 -28%
QWP
337
Quotient Wealth Partners
Texas
$244K +$233K +3,514 New
SGI
338
Summit Global Investments
Utah
$242K +$231K +3,492 New
PTC
339
Private Trust Company
Ohio
$235K -$4.77K -72 -2%
CGFA
340
Colton Groome Financial Advisors
North Carolina
$235K -$246K -3,706 -52%
MWA
341
Meridian Wealth Advisors
Texas
$235K
MWM
342
Meridian Wealth Management
Kentucky
$234K -$4.91K -74 -2%
EIP
343
Ellis Investment Partners
Pennsylvania
$229K -$15.2K -230 -7%
Principal Financial Group
344
Principal Financial Group
Iowa
$226K
RRWA
345
Rainey & Randall Wealth Advisors
Florida
$225K +$6.56K +99 +3%
BA
346
Bristlecone Advisors
Washington
$223K
PFWA
347
Paces Ferry Wealth Advisors
Georgia
$218K +$209K +3,147 New
BOPW
348
Brandywine Oak Private Wealth
Pennsylvania
$216K
IPW
349
Impact Partnership Wealth
Georgia
$211K -$778K -11,734 -79%
1WA
350
180 Wealth Advisors
Washington
$210K -$31.2K -470 -13%