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iShares MSCI EAFE Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFO
176
Arrowroot Family Office
California
$1M +$63.7K +916 +7%
MWM
177
Mascoma Wealth Management
New Hampshire
$988K -$340K -4,892 -26%
VWM
178
Venturi Wealth Management
Texas
$975K -$1.04M -14,885 -52%
SRC
179
Shufro Rose & Co
New York
$959K +$113K +1,621 +14%
Northern Trust
180
Northern Trust
Illinois
$953K -$392K -5,636 -30%
FT
181
Fiduciary Trust
Massachusetts
$906K -$162K -2,323 -15%
SRWM
182
Shira Ridge Wealth Management
California
$900K +$18.1K +260 +2%
ECM
183
Evergreen Capital Management
Washington
$896K +$154K +2,210 +21%
Corient Private Wealth
184
Corient Private Wealth
Florida
$890K +$135K +1,936 +18%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$890K -$102K -1,464 -10%
Lido Advisors
186
Lido Advisors
California
$875K +$36.3K +522 +4%
VFIC
187
Valley Forge Investment Consultants
Pennsylvania
$867K
SM
188
Sweeney & Michel
California
$846K +$821K +11,796 New
RJT
189
Raymond James Trust
Florida
$812K -$120K -1,726 -13%
AWA
190
Acorn Wealth Advisors
Michigan
$810K -$35.5K -511 -4%
TWM
191
Tolleson Wealth Management
Texas
$810K -$154K -2,219 -16%
PP
192
Prudential plc
United Kingdom
$804K +$222K +3,185 +39%
WPW
193
Waldron Private Wealth
Pennsylvania
$804K -$203K -2,911 -20%
WB
194
WesBanco Bank
West Virginia
$800K +$34.6K +498 +5%
Cerity Partners
195
Cerity Partners
New York
$790K -$112K -1,610 -13%
MFWP
196
Mosaic Family Wealth Partners
Missouri
$781K +$55K +791 +8%
TF
197
Tompkins Financial
New York
$777K -$1.46K -21 -0.2%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$758K +$56.7K +815 +8%
DL
199
DOHJ LLC
Washington
$747K -$8.28K -119 -1%
VCM
200
Versant Capital Management
Arizona
$744K