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iShares MSCI EAFE Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWWM
176
Clear Wave Wealth Management
New Jersey
$1.1M -$4.54M -50,051 -80%
GRP
177
Global Retirement Partners
California
$1.09M +$1.12M +12,390 New
GWP
178
Gateway Wealth Partners
Wisconsin
$1.08M -$983K -10,837 -47%
GVAG
179
Great Valley Advisor Group
Delaware
$1.07M -$16.3K -180 -1%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$1.05M -$162K -1,783 -13%
BEAM
181
Baker Ellis Asset Management
Washington
$1.04M -$4.54K -50 -0.4%
RRA
182
Round Rock Advisors
Connecticut
$1.03M -$109K -1,198 -9%
ECM
183
Evergreen Capital Management
Washington
$1.01M +$4.17K +46 +0.4%
CWMS
184
CFG Wealth Management Services
Indiana
$997K
VCM
185
Versant Capital Management
Arizona
$982K +$19.2K +212 +2%
SRWM
186
Shira Ridge Wealth Management
California
$975K -$9.26K -102 -0.9%
EIP
187
Ellis Investment Partners
Pennsylvania
$968K +$125K +1,376 +14%
CAM
188
Clark Asset Management
New Hampshire
$947K
CIAS
189
CFS Investment Advisory Services
New Jersey
$944K
FM
190
Foster & Motley
Ohio
$937K -$15.1K -166 -2%
SM
191
Sweeney & Michel
California
$929K -$7.8K -86 -0.9%
JIC
192
Joel Isaacson & Co
New York
$917K +$17.9K +197 +2%
CA
193
Clearstead Advisors
Ohio
$901K +$140K +1,542 +18%
SYBT
194
Stock Yards Bank & Trust
Kentucky
$896K +$154K +1,700 +20%
AF
195
Allworth Financial
California
$889K -$211K -2,324 -19%
SMCM
196
Sky-Mountain Capital Management
Idaho
$888K +$29.5K +325 +3%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$877K -$67.6K -745 -7%
DWM
198
Diversify Wealth Management
Utah
$873K -$1.77M -19,557 -67%
DAS
199
Diversify Advisory Services
Utah
$873K +$866K +9,539 New
LHP
200
Lexington Hill Partners
Texas
$861K +$16.8K +185 +2%