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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
476
Clearstead Advisors
Ohio
$31K – – –
RIM
477
Rockbridge Investment Management
New York
$31K – – –
TRCT
478
Tower Research Capital (TRC)
New York
$29K +$28.7K +422 New
HF
479
Halpern Financial
Virginia
$27.3K – – –
BW
480
Bison Wealth
Georgia
$27K -$34.4K -505 -56%
PMFA
481
Plante Moran Financial Advisors
Michigan
$27K – – –
WEC
482
Winslow Evans & Crocker
Massachusetts
$27K – – –
SIM
483
Sonora Investment Management
Arizona
$27K +$14.2K +208 +110%
PIA
484
Powell Investment Advisors
Florida
$25K – – –
TFGT
485
TS Financial Group (TSFG)
Illinois
$25K – – –
PCIA
486
Prime Capital Investment Advisors
Kansas
$23K -$68 -1 -0.3%
PCG
487
Private Capital Group
Connecticut
$21K – – –
TFA
488
Toth Financial Advisory
Virginia
$20K – – –
CIR
489
Clear Investment Research
Georgia
$18K – – –
BWP
490
Baldwin Wealth Partners
Massachusetts
$16K – – –
TFA
491
Transamerica Financial Advisors
Florida
$14K -$3.66M -53,787 -100%
BFO
492
Biltmore Family Office
North Carolina
$14K -$36.2K -532 -73%
AW
493
Avion Wealth
Texas
$14K – – –
OC
494
Oakworth Capital
Alabama
$14K – – –
EDRH
495
Edmond de Rothschild Holding
Switzerland
$12K – – –
NFSG
496
Newbridge Financial Services Group
Florida
$11K +$10.8K +159 New
CFG
497
CKW Financial Group
Hawaii
$10K – – –
EW
498
Evoke Wealth
California
$10K – – –
SBL
499
Sargent Bickham Lagudis
Colorado
$10K – – –
CHAM
500
Clear Harbor Asset Management
Connecticut
$9.88K +$9.87K +145 New
18 19
20
21 22