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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
401
Hudson Oak Wealth Advisory
New Jersey
$220K +$1.99K +22 +0.9%
SM
402
Sensible Money
Arizona
$218K – – –
WTC
403
WhitTier Trust Company
Nevada
$217K – – –
SCTC
404
Sanibel Captiva Trust Company
Florida
$216K – – –
BWA
405
BCU Wealth Advisors
Illinois
$213K – – –
MGWM
406
Marks Group Wealth Management
Minnesota
$212K – – –
SWGC
407
Summit Wealth Group (Colorado)
Colorado
$211K +$209K +2,313 New
MYIA
408
Mount Yale Investment Advisors
Colorado
$206K +$204K +2,256 New
VAS
409
Vestmark Advisory Solutions
Massachusetts
$206K +$204K +2,256 New
GWP
410
Gen-Wealth Partners
Michigan
$205K – – –
OAM
411
Oak Asset Management
California
$203K +$201K +2,223 New
ACA
412
Ackerman Capital Advisors
Texas
$201K +$199K +2,198 New
BCG
413
Bravias Capital Group
New Jersey
$200K +$198K +2,194 New
WT
414
Whittier Trust
California
$197K +$45.2K +500 +31%
EF
415
Entrust Financial
Pennsylvania
$195K – – –
AAP
416
Arax Advisory Partners
Colorado
$187K -$403K -4,464 -69%
CT
417
Colonial Trust
South Carolina
$175K – – –
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168K -$1.72K -19 -1%
HPC
419
HM Payson & Co
Maine
$159K – – –
AP
420
Aspect Partners
Virginia
$145K +$143K +1,586 New
PFBT
421
Parkside Financial Bank & Trust
Missouri
$142K -$1.99K -22 -1%
MA
422
MCF Advisors
Kentucky
$136K +$116K +1,284 +642%
DAM
423
Delta Asset Management
Tennessee
$135K – – –
RFP
424
Root Financial Partners
California
$128K -$90 -1 -0.1%
CTA
425
Colonial Trust Advisors
South Carolina
$121K – – –
15 16
17
18 19