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iShares MSCI USA Small-Cap Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$425K -$37.3K -1,013 -8%
Corient Private Wealth
52
Corient Private Wealth
Florida
$377K +$373K +10,107 New
TRCT
53
Tower Research Capital (TRC)
New York
$375K +$29.6K +804 +9%
CL
54
Choreo LLC
Illinois
$371K +$2.36K +64 +0.6%
FIM
55
Freedom Investment Management
Connecticut
$369K -$75.4K -2,045 -17%
HWP
56
Hibernia Wealth Partners
Louisiana
$368K +$364K +9,869 New
Morgan Stanley
57
Morgan Stanley
New York
$325K +$36.3K +985 +13%
WA
58
Waverly Advisors
Alabama
$320K -$113K -3,053 -26%
TFS
59
Thoroughbred Financial Services
Tennessee
$307K -$10.1K -275 -3%
Osaic Holdings
60
Osaic Holdings
Arizona
$303K -$99.3K -2,694 -25%
CIA
61
Concurrent Investment Advisors
Florida
$283K +$21.1K +572 +8%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$277K -$664 -18 -0.2%
FCBT
63
First Citizens Bank & Trust
North Carolina
$262K
SG
64
StoneX Group
New York
$242K -$3.06K -83 -1%
AAS
65
Ameritas Advisory Services
Nebraska
$240K +$238K +6,447 New
AAS
66
Avantax Advisory Services
Texas
$235K +$11.4K +310 +5%
FBT
67
First Bank & Trust
South Dakota
$222K -$18.2K -495 -8%
RJTCONH
68
Raymond James Trust Company of New Hampshire
New Hampshire
$219K +$3.83K +104 +2%
FA
69
Financial Advisors
Massachusetts
$219K +$147 +4 +0.1%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$217K +$5.97K +162 +3%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$210K -$4.53K -123 -2%
OIA
72
OneDigital Investment Advisors
Kansas
$202K +$479 +13 +0.2%
HI
73
Harbour Investments
Wisconsin
$186K
SAM
74
S.A. Mason
Michigan
$173K +$369 +10 +0.2%
WIA
75
Wetzel Investment Advisors
Indiana
$152K +$7.93K +215 +6%