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iShares MSCI EAFE Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
201
Northern Trust
Illinois
$586K +$609K +8,281 New
CA
202
Clearstead Advisors
Ohio
$584K -$22.6K -307 -4%
IA
203
IFG Advisory
Georgia
$577K +$601K +8,164 New
BWL
204
Bogart Wealth LLC
Virginia
$575K
SMA
205
Sage Mountain Advisors
Georgia
$573K +$166K +2,255 +39%
BDF
206
Black Diamond Financial
Maryland
$572K
AP
207
Appleton Partners
Massachusetts
$568K -$28K -380 -5%
VWM
208
Venturi Wealth Management
Texas
$568K
CWM
209
Cornerstone Wealth Management
Missouri
$568K +$74 +1 +0%
PFA
210
Portland Financial Advisors
New York
$567K +$590K +8,023 New
RF
211
RHS Financial
California
$556K -$54.2K -737 -9%
BBW
212
Blue Barn Wealth
Utah
$555K -$7.07K -96 -1%
MA
213
MONECO Advisors
Connecticut
$552K +$29.6K +402 +5%
AIP
214
Ameritas Investment Partners
Nebraska
$551K -$66.2K -900 -10%
FFG
215
Fiduciary Financial Group
California
$541K
GRP
216
Global Retirement Partners
California
$532K -$178K -2,415 -24%
EFS
217
Essex Financial Services
Connecticut
$531K -$60K -815 -10%
QCM
218
QRG Capital Management
Illinois
$502K -$290K -3,936 -36%
DL
219
DOHJ LLC
Washington
$500K -$515 -7 -0.1%
NEPWA
220
New England Private Wealth Advisors
Massachusetts
$499K +$520K +7,064 New
CV
221
Counterweight Ventures
North Carolina
$499K -$10.7K -145 -2%
AWA
222
Acorn Wealth Advisors
Michigan
$498K -$159K -2,155 -23%
LF
223
Lantz Financial
Illinois
$498K
BW
224
Bison Wealth
Georgia
$488K +$3.09K +42 +0.6%
PCFFS
225
Pacific Center for Financial Services
California
$484K -$54.3K -738 -10%