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iShares MSCI EAFE Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
201
Fortress Wealth Management
California
$1.24M +$1.32M +19,583 New
MWM
202
Mascoma Wealth Management
New Hampshire
$1.22M +$502K +7,477 +63%
RPCA
203
Running Point Capital Advisors
California
$1.19M -$64.7K -963 -5%
KWM
204
Kingsview Wealth Management
Oregon
$1.19M -$298K -4,442 -19%
KSWA
205
Kathleen S. Wright Associates
Pennsylvania
$1.13M -$4.43K -66 -0.4%
CW
206
CreativeOne Wealth
Kansas
$1.1M -$256K -3,817 -18%
GRP
207
Global Retirement Partners
California
$1.08M -$851K -12,666 -43%
AWA
208
Acorn Wealth Advisors
Michigan
$1.05M -$37.4K -557 -3%
CAG
209
Csenge Advisory Group
Florida
$1.01M +$55.5K +826 +5%
TFA
210
Transamerica Financial Advisors
Florida
$988K +$1.04M +15,491 +14,753%
Cerity Partners
211
Cerity Partners
New York
$981K -$74.9K -1,114 -7%
MA
212
MONECO Advisors
Connecticut
$974K -$47.1K -701 -4%
KFGK
213
Keystone Financial Group (Kentucky)
Kentucky
$969K -$12.6K -188 -1%
VFIC
214
Valley Forge Investment Consultants
Pennsylvania
$968K -$52.5K -781 -5%
BAM
215
Belpointe Asset Management
Nevada
$963K -$73.6K -1,096 -7%
JWCA
216
J.W. Cole Advisors
Florida
$960K -$33.5K -499 -3%
CAG
217
Curtis Advisory Group
California
$954K -$46K -685 -4%
SB
218
Strategic Blueprint
Georgia
$953K -$34K -506 -3%
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$951K -$339K -5,052 -25%
PFA
220
Pathway Financial Advisors
Vermont
$944K -$54.8K -815 -5%
WB
221
WesBanco Bank
West Virginia
$944K -$20.8K -309 -2%
KCM
222
Kathmere Capital Management
Pennsylvania
$913K -$583K -8,678 -38%
BDFN
223
Bond & Devick Financial Network
Minnesota
$912K -$25.5K -380 -3%
WIA
224
World Investment Advisors
California
$902K +$54K +804 +6%
CAM
225
Cresset Asset Management
Illinois
$900K +$61.5K +915 +7%