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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
426
National Wealth Management Group
Ohio
$255K +$253K +3,320 New
AW
427
ACG Wealth
Georgia
$253K – – –
CWM
428
CarsonAllaria Wealth Management
Illinois
$253K +$251K +3,290 New
MWM
429
Mission Wealth Management
California
$252K -$22K -289 -8%
FBFS
430
First Business Financial Services
Wisconsin
$252K – – –
MPCG
431
Matrix Private Capital Group
New York
$252K – – –
VC
432
Veery Capital
Delaware
$248K -$1.14K -15 -0.5%
BA
433
Bristlecone Advisors
Washington
$247K -$98.3K -1,290 -29%
JIC
434
Johnson Investment Counsel
Ohio
$240K -$72.4K -950 -23%
SWA
435
Stratos Wealth Advisors
Ohio
$240K +$238K +3,127 New
WA1
436
Wimmer Associates 1
California
$239K – – –
FAM
437
Frontier Asset Management
Wyoming
$236K +$232K +3,049 New
BF
438
BOK Financial
Oklahoma
$235K +$1.52K +20 +0.7%
ESB
439
Essex Savings Bank
Connecticut
$235K +$9.15K +120 +4%
DAS
440
Dynamic Advisor Solutions
Arizona
$233K -$71.3K -935 -24%
JIC
441
JRM Investment Counsel
Nebraska
$229K -$640K -8,393 -74%
SFG
442
Sovereign Financial Group
Connecticut
$229K – – –
HGWM
443
Horst & Graben Wealth Management
Oregon
$229K +$1.91K +25 +0.8%
CCFM
444
Clear Creek Financial Management
Washington
$227K +$225K +2,956 New
RWM
445
Rockwood Wealth Management
Pennsylvania
$225K +$223K +2,930 New
SI
446
Stephens Inc
Arkansas
$220K – – –
SIAG
447
Safeguard Investment Advisory Group
California
$215K -$101K -1,328 -32%
IFWM
448
Institute for Wealth Management
Colorado
$211K -$21.3K -280 -9%
TSS
449
Two Sigma Securities
New York
$211K +$210K +2,751 New
SRC
450
Shufro Rose & Co
New York
$210K +$209K +2,740 New
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