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iShares MSCI EAFE Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
351
Fisher Asset Management
Washington
$253K +$24.1K +285 +11%
CA
352
Claro Advisors
Massachusetts
$250K +$15.2K +180 +7%
PP
353
PDS Planning
Ohio
$249K
PFM
354
Peak Financial Management
Massachusetts
$248K -$130K -1,542 -34%
SF
355
Synovus Financial
Georgia
$248K +$17.5K +207 +8%
SG
356
StoneX Group
New York
$247K +$245K +2,906 New
BZWA
357
Blue Zone Wealth Advisors
California
$246K +$1.69K +20 +0.7%
AWA
358
Arete Wealth Advisors
Illinois
$246K +$246K +2,915 New
OFS
359
OneAscent Financial Services
Alabama
$244K -$6.25K -74 -3%
AWM
360
Apollon Wealth Management
South Carolina
$244K +$1.1K +13 +0.5%
1WA
361
180 Wealth Advisors
Washington
$241K -$11.4K -135 -5%
PD
362
Planning Directions
Pennsylvania
$238K
BCA
363
Bay Colony Advisors
Massachusetts
$236K -$28.5K -338 -11%
MWA
364
Medallion Wealth Advisors
Connecticut
$234K -$5.07K -60 -2%
KRW
365
Kaufman Rossin Wealth
Florida
$234K
VC
366
Veery Capital
Delaware
$232K -$84 -1 -0%
BDFN
367
Bond & Devick Financial Network
Minnesota
$232K -$54.5K -646 -19%
MWM
368
Mission Wealth Management
California
$232K -$2.19K -26 -0.9%
Bessemer Group
369
Bessemer Group
New Jersey
$231K -$110K -1,300 -32%
WHG
370
Westwood Holdings Group
Texas
$231K
RIS
371
Richmond Investment Services
Wisconsin
$228K
WF
372
Warner Financial
Maryland
$227K
NP
373
NorthRock Partners
Minnesota
$227K +$226K +2,672 New
AWM
374
AE Wealth Management
Kansas
$225K -$31.4K -372 -12%
SWM
375
SeaCrest Wealth Management
New York
$224K