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iShares MSCI USA Small-Cap Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
76
TrustCore Financial Services
Tennessee
$61K -$142K -4,341 -65%
CI
77
CX Institutional
Indiana
$59K -$5.08M -155,254 -99%
SFS
78
Sowell Financial Services
Arkansas
$52K -$333K -10,177 -83%
LWCFA
79
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K +$55.7K +1,700 New
NFG
80
Next Financial Group
Texas
$42K +$36.3K +1,108 +216%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$38K
BWA
82
BDO Wealth Advisors
Florida
$37K +$164 +5 +0.3%
Citigroup
83
Citigroup
New York
$27K +$10.9K +332 +46%
GWM
84
Geneos Wealth Management
Colorado
$25K +$33.1K +1,012 New
MWM
85
MBE Wealth Management
Wisconsin
$21K +$26.8K +820 New
APA
86
American Portfolios Advisors
New York
$20.5K +$11.9K +363 +84%
CFGS
87
Concourse Financial Group Securities
Alabama
$18K +$12.1K +371 +110%
GRP
88
Global Retirement Partners
California
$16K -$120K -3,655 -86%
FRA
89
Front Row Advisors
California
$16K +$18K +550 +1,833%
ASN
90
Advisory Services Network
Georgia
$14K +$1.8K +55 +11%
JWBC
91
John W. Brooker & Co
California
$13K
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$13.2K +404 New
AIP
93
Ameritas Investment Partners
Nebraska
$5K +$6.88K +210 New
VCP
94
Verus Capital Partners
Arizona
$3K
CA
95
Centerpoint Advisors
Massachusetts
$2K
OPS
96
Orion Portfolio Solutions
Nebraska
$2K +$2.1K +64 New
WIM
97
Westside Investment Management
California
$29 +$36.8K +1,125 New
FP
98
Fiduciary Planning
Florida
-$7.75M -216,656 Closed
IAA
99
Independent Advisor Alliance
North Carolina
-$6.63M -187,065 Closed
Truist Financial
100
Truist Financial
North Carolina
-$1.85M -52,165 Closed