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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPAS
576
Spectrum Planning & Advisory Services
California
$1.09M +$611K +8,473 +106%
CPFP
577
Clear Perspectives Financial Planning
Ohio
$1.08M +$1.13M +15,636 +2,269%
WA
578
WBH Advisory
Maryland
$1.07M +$87.5K +1,213 +8%
FBFS
579
First Business Financial Services
Wisconsin
$1.06M
CIBC Private Wealth Group
580
CIBC Private Wealth Group
Georgia
$1.04M -$40.7K -564 -3%
WAS
581
Wealth Advisory Solutions
Indiana
$1.04M +$1.13M +15,728 New
JGCM
582
Joseph Group Capital Management
Ohio
$1.03M -$42.2K -585 -4%
JCM
583
Jacobi Capital Management
Pennsylvania
$1.02M -$154K -2,138 -12%
WI
584
WrapManager Inc
California
$1.01M -$9.88K -137 -0.9%
ARC
585
Advisor Resource Council
Texas
$1M -$690K -9,570 -39%
WT
586
Whittier Trust
California
$995K +$46.1K +640 +4%
OCM
587
Orion Capital Management
California
$992K -$260K -3,600 -19%
AWE
588
Avidian Wealth Enterprises
Texas
$991K +$328K +4,550 +44%
IP
589
Intellectus Partners
California
$989K +$3.17K +44 +0.3%
SIA
590
Strategic Investment Advisors
Michigan
$988K -$199K -2,755 -16%
RWA
591
Ropes Wealth Advisors
Massachusetts
$981K +$52.5K +728 +5%
MWM
592
Maripau Wealth Management
Indiana
$976K +$179K +2,486 +22%
HNB
593
Huntington National Bank
Ohio
$963K
LF
594
Lantz Financial
Illinois
$963K +$187K +2,598 +22%
WMS
595
Wealth Management Solutions
Pennsylvania
$960K -$106K -1,467 -9%
MP
596
McDonald Partners
Ohio
$960K -$38.4K -532 -4%
SAM
597
Strategy Asset Managers
California
$959K +$181K +2,511 +21%
CPA
598
Cardiff Park Advisors
California
$952K +$240K +3,322 +30%
PIA
599
Pinion Investment Advisors
Kansas
$949K +$1.03M +14,352 New
WF
600
Welch & Forbes
Massachusetts
$948K