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iShares MSCI EAFE Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$889K -$117K -1,865 -11%
AWA
202
Acorn Wealth Advisors
Michigan
$876K -$73.6K -1,174 -7%
BAM
203
Belpointe Asset Management
Nevada
$867K +$1.76K +28 +0.2%
CAG
204
Curtis Advisory Group
California
$862K +$3.13K +50 +0.3%
CAM
205
Cresset Asset Management
Illinois
$837K +$27.9K +445 +3%
MCM
206
MAI Capital Management
Ohio
$829K +$646K +10,300 +243%
JWCA
207
J.W. Cole Advisors
Florida
$827K -$41.4K -660 -4%
KFGK
208
Keystone Financial Group (Kentucky)
Kentucky
$804K -$75.4K -1,202 -8%
BDFN
209
Bond & Devick Financial Network
Minnesota
$802K -$21.6K -345 -2%
MA
210
MONECO Advisors
Connecticut
$801K -$83.2K -1,327 -9%
FAM
211
Forte Asset Management
New York
$797K +$179K +2,850 +26%
REMPR
212
Roof Eidam Maycock Peralta (REMP)
California
$786K – – –
DP
213
Divergent Planning
Maryland
$786K +$864K +13,783 New
WB
214
WesBanco Bank
West Virginia
$783K -$73.3K -1,169 -8%
ONST
215
Old North State Trust
North Carolina
$775K +$851K +13,576 +96,971%
BCI
216
Brinker Capital Investments
Pennsylvania
$766K -$712K -11,355 -46%
TLFA
217
True Link Financial Advisors
California
$765K -$9.72K -155 -1%
CM
218
Columbus Macro
Pennsylvania
$765K +$841K +13,410 New
SB
219
Strategic Blueprint
Georgia
$762K -$106K -1,696 -11%
KSWA
220
Kathleen S. Wright Associates
Pennsylvania
$757K -$291K -4,634 -26%
WIA
221
World Investment Advisors
California
$752K -$45K -717 -5%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$741K -$128K -2,045 -14%
CW
223
CreativeOne Wealth
Kansas
$732K -$282K -4,505 -26%
RJT
224
Raymond James Trust
Florida
$730K -$46.4K -740 -5%
AP
225
Appleton Partners
Massachusetts
$711K -$23.2K -370 -3%