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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
851
Avantax Planning Partners
Iowa
$455K +$447K +4,714 New
QFP
852
Quantum Financial Partners
Kansas
$453K +$446K +4,700 New
SFG
853
Sage Financial Group
Pennsylvania
$452K – – –
KFGG
854
Keystone Financial Group (Georgia)
Georgia
$452K +$664 +7 +0.1%
FBT
855
First Bank & Trust
South Dakota
$451K -$16.2K -171 -4%
Vanguard Personalized Indexing Management
856
Vanguard Personalized Indexing Management
California
$450K – – –
SHIM
857
Stone House Investment Management
Pennsylvania
$448K +$53.7K +566 +14%
LRIA
858
Leonard Rickey Investment Advisors
Washington
$447K -$15.7M -165,185 -97%
VAM
859
Virtue Asset Management
Illinois
$446K – – –
ONST
860
Old North State Trust
North Carolina
$444K -$55.7K -587 -11%
B
861
Bayban
Minnesota
$443K -$19K -200 -4%
KFS
862
Kelly Financial Services
Massachusetts
$441K +$38.9K +410 +10%
RFS
863
Richardson Financial Services
Massachusetts
$440K -$190 -2 -0%
MA
864
MKT Advisors
California
$439K – – –
LA
865
Latitude Advisors
Florida
$439K +$13.3K +140 +3%
RF
866
Roxbury Financial
New Jersey
$439K – – –
TWA
867
TCI Wealth Advisors
Arizona
$438K – – –
SA
868
Stewardship Advisors
Pennsylvania
$438K +$38.1K +401 +10%
DWM
869
Destination Wealth Management
California
$436K -$8.07K -85 -2%
IA
870
Invested Advisors
Pennsylvania
$434K +$28.2K +297 +7%
IFWM
871
Institute for Wealth Management
Colorado
$429K -$48.6K -512 -10%
AB
872
Atlas Brown
Kentucky
$428K +$3.13K +33 +0.7%
GI
873
GAMMA Investing
California
$426K – – –
IAA
874
Independent Advisor Alliance
North Carolina
$426K -$16.8M -176,992 -98%
MWAM
875
Manhattan West Asset Management
California
$423K +$417K +4,390 New