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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
551
Sovereign Financial Group
Connecticut
$1.45M -$94.6K -1,329 -6%
MLA
552
My Legacy Advisors
Oregon
$1.44M +$476K +6,689 +51%
FMWA
553
Forvis Mazars Wealth Advisors
Missouri
$1.44M -$71.5K -1,005 -5%
HWMA
554
Heritage Wealth Management (Arizona)
Arizona
$1.44M +$695K +9,768 +96%
CMS
555
Capital Market Strategies
Florida
$1.43M -$5.05K -71 -0.4%
BDF
556
Black Diamond Financial
Maryland
$1.43M
T
557
TCWP
Ohio
$1.43M -$2.07M -29,101 -60%
FFWA
558
FRG Family Wealth Advisors
Washington
$1.42M -$335K -4,705 -19%
SFP
559
Shepherd Financial Partners
Massachusetts
$1.41M +$31K +435 +2%
LIA
560
LS Investment Advisors
Michigan
$1.4M -$3.74M -52,577 -73%
CWA
561
Clearview Wealth Advisors
Oregon
$1.4M -$271K -3,810 -16%
MCM
562
Manchester Capital Management
Vermont
$1.4M
RBFC
563
Roman Butler Fullerton & Co
Missouri
$1.38M +$5.48K +77 +0.4%
TFS
564
Thoroughbred Financial Services
Tennessee
$1.38M -$326K -4,576 -19%
MCIA
565
Mountain Capital Investment Advisors
Colorado
$1.38M +$52.3K +735 +4%
TP
566
Tranquility Partners
Tennessee
$1.37M +$30.2K +425 +2%
CIBC World Market
567
CIBC World Market
Ontario, Canada
$1.37M +$14.8K +208 +1%
KCM
568
KM Capital Management
Texas
$1.36M +$1.34M +18,889 New
GFL
569
Granite FO LLC
New Hampshire
$1.35M +$1.28M +17,968 New
BL
570
BFSG LLC
California
$1.35M -$238K -3,343 -15%
CWM
571
CCG Wealth Management
California
$1.34M +$3.77K +53 +0.3%
IFG
572
Independent Financial Group
California
$1.34M +$143K +2,011 +12%
CG
573
Caprock Group
Idaho
$1.32M +$493K +6,926 +61%
CPA
574
Cardiff Park Advisors
California
$1.32M +$274K +3,854 +27%
STA
575
Summit Trail Advisors
New York
$1.32M -$248K -3,485 -16%