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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
526
Reby Advisors
Connecticut
$39K +$37.3K +530 New
EI
527
Ellevest Inc
New York
$38K – – –
PFGIA
528
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
RIM
529
Rockbridge Investment Management
New York
$34K – – –
PCA
530
Providence Capital Advisors
North Carolina
$34K +$33K +469 New
CFD
531
Creative Financial Designs
Indiana
$33K – – –
HF
532
Halpern Financial
Virginia
$29.4K – – –
PMFA
533
Plante Moran Financial Advisors
Michigan
$29K – – –
RCM
534
Rain Capital Management
Oregon
$27K -$77.2K -1,096 -75%
PIA
535
Powell Investment Advisors
Florida
$27K – – –
TFGT
536
TS Financial Group (TSFG)
Illinois
$27K – – –
PCG
537
Private Capital Group
Connecticut
$23K – – –
HPC
538
HM Payson & Co
Maine
$23K +$21.6K +307 New
TFA
539
Toth Financial Advisory
Virginia
$22K – – –
LGA
540
Lebenthal Global Advisors
New York
$22K +$21.3K +302 New
D
541
Diversified
Delaware
$18K +$18.8K +267 New
BWP
542
Baldwin Wealth Partners
Massachusetts
$17K – – –
CIR
543
Clear Investment Research
Georgia
$16K -$2.96K -42 -16%
AW
544
Avion Wealth
Texas
$15K – – –
OC
545
Oakworth Capital
Alabama
$15K – – –
TFA
546
Transamerica Financial Advisors
Florida
$15K +$211 +3 +2%
TWM
547
Tradition Wealth Management
Minnesota
$15K +$14.4K +205 New
SIM
548
Sonora Investment Management
Arizona
$14K -$14.7K -208 -52%
EDRH
549
Edmond de Rothschild Holding
Switzerland
$12K – – –
NFSG
550
Newbridge Financial Services Group
Florida
$12K – – –
20 21
22
23 24