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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
626
MGO One Seven
Ohio
$1.05M +$1.04M +14,579 New
SVWAG
627
Sound View Wealth Advisors Group
Georgia
$1.05M -$52.3K -735 -5%
Millennium Management
628
Millennium Management
New York
$1.05M +$1.04M +14,552 New
MP
629
McDonald Partners
Ohio
$1.05M
WS
630
Wedbush Securities
California
$1.05M +$173K +2,429 +20%
CF
631
Centaurus Financial
California
$1.04M -$1.2M -16,797 -54%
WF
632
Welch & Forbes
Massachusetts
$1.03M
SIA
633
Soltis Investment Advisors
Utah
$1.03M +$85.8K +1,206 +9%
SSWM
634
Sheets Smith Wealth Management
North Carolina
$1.03M -$996 -14 -0.1%
DACG
635
Donor Advised Charitable Giving
California
$1.03M +$1.01M +14,243 New
BCP
636
Blackhawk Capital Partners
Wisconsin
$1.03M +$43.3K +609 +4%
GSC
637
G&S Capital
Colorado
$1.03M -$285 -4 -0%
CPFP
638
Clear Perspectives Financial Planning
Ohio
$1.02M -$153K -2,155 -13%
JGCM
639
Joseph Group Capital Management
Ohio
$1.01M -$119K -1,667 -11%
YWS
640
Yarger Wealth Strategies
Ohio
$995K +$4.27K +60 +0.4%
BWM
641
Baystate Wealth Management
Massachusetts
$983K +$211K +2,961 +28%
CCFM
642
Clear Creek Financial Management
Washington
$979K +$43.3K +609 +5%
VCA
643
Verdence Capital Advisors
Maryland
$978K
SPAS
644
Spectrum Planning & Advisory Services
California
$971K -$211K -2,970 -18%
NRW
645
Nova R Wealth
Kansas
$968K -$35.9K -504 -4%
WMS
646
Wealth Management Solutions
Pennsylvania
$965K -$81.7K -1,148 -8%
FSA
647
Financial Sense Advisors
California
$959K +$356 +5 +0%
BWM
648
BCS Wealth Management
Tennessee
$952K -$8.75K -123 -0.9%
SFG
649
StrategIQ Financial Group
Indiana
$950K -$61.1K -859 -6%
WIM
650
WealthPlan Investment Management
Nebraska
$948K +$77.9K +1,095 +9%