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iShares MSCI EAFE Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
351
Elevation Wealth Partners
California
$160K +$69K +938 +71%
GWP
352
Gen-Wealth Partners
Michigan
$159K – – –
PAG
353
Paladin Advisory Group
Iowa
$147K – – –
CF
354
Centaurus Financial
California
$145K -$515 -7 -0.3%
SFCL
355
Strengthening Families & Communities LLC
Massachusetts
$137K – – –
Harbour Investments
356
Harbour Investments
Wisconsin
$133K +$1.69K +23 +1%
SFC
357
SYM Financial Corp
Indiana
$132K -$8.68K -118 -6%
HM Payson & Co
358
HM Payson & Co
Maine
$123K – – –
AIC
359
Archer Investment Corporation
Indiana
$119K – – –
NWMP
360
Noble Wealth Management PBC
Colorado
$118K +$123K +1,667 New
Whittier Trust
361
Whittier Trust
California
$116K -$14.4K -195 -11%
DAM
362
Delta Asset Management
Tennessee
$104K – – –
AF
363
Advisornet Financial
Minnesota
$104K +$12.4K +169 +13%
T
364
Transce3nd
Texas
$92.3K +$96.1K +1,306 New
GJIA
365
Glass Jacobson Investment Advisors
Maryland
$91K +$53.9K +732 +132%
RPCA
366
Running Point Capital Advisors
California
$87.8K – – –
BC
367
Barrett & Company
Rhode Island
$85.7K +$4.56K +62 +5%
EBA
368
Eagle Bay Advisors
New York
$85.6K – – –
Federation des caisses Desjardins du Quebec
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.5K -$14.1K -192 -14%
SAM
370
Synergy Asset Management
Washington
$84.7K +$81.3K +1,104 New
BOJHT
371
Bank of Jackson Hole Trust
Wyoming
$82.5K +$85.9K +1,167 New
RFA
372
Reyes Financial Architecture
California
$81.1K +$84.4K +1,147 New
Cullen/Frost Bankers
373
Cullen/Frost Bankers
Texas
$80.7K -$53.3K -724 -39%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$71.8K -$11.1K -151 -13%
Avior Wealth Management
375
Avior Wealth Management
Nebraska
$70.1K +$1.18K +16 +2%