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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
476
Gradient Investments
Minnesota
$38K – – –
RIM
477
Rockbridge Investment Management
New York
$35K – – –
HF
478
Halpern Financial
Virginia
$30.2K – – –
OAJ
479
Ogorek Anthony Joseph
New York
$30K – – –
PMFA
480
Plante Moran Financial Advisors
Michigan
$30K – – –
CPFP
481
Clear Perspectives Financial Planning
Ohio
$29K -$15.1K -200 -34%
RCM
482
Rain Capital Management
Oregon
$28K +$527 +7 +2%
HFS
483
Hantz Financial Services
Michigan
$27K +$27.2K +361 New
HCP
484
Hexagon Capital Partners
Arkansas
$24K – – –
PCG
485
Private Capital Group
Connecticut
$24K – – –
TFA
486
Toth Financial Advisory
Virginia
$23K – – –
TRCT
487
Tower Research Capital (TRC)
New York
$23K +$377 +5 +2%
AWA
488
Arkadios Wealth Advisors
Georgia
$22K -$5.27K -70 -19%
SSB
489
Sandy Spring Bank
Maryland
$20K +$12.3K +163 +155%
PO
490
Private Ocean
California
$19K – – –
BWP
491
Baldwin Wealth Partners
Massachusetts
$17K – – –
AW
492
Avion Wealth
Texas
$16K – – –
CIR
493
Clear Investment Research
Georgia
$16K – – –
OC
494
Oakworth Capital
Alabama
$15K – – –
TWM
495
Tradition Wealth Management
Minnesota
$15K – – –
MAM
496
Meeder Asset Management
Ohio
$15K +$14.9K +198 New
BFO
497
Biltmore Family Office
North Carolina
$15K +$15.1K +200 New
SIM
498
Sonora Investment Management
Arizona
$14K – – –
SIS
499
Sound Income Strategies
Florida
$14K +$8.89K +118 +171%
NFSG
500
Newbridge Financial Services Group
Florida
$12K +$151 +2 +1%
18 19
20
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