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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWA
926
Navis Wealth Advisors
New York
$82K +$79.9K +1,213 New
BWM
927
BerganKDV Wealth Management
Minnesota
$77K
Bank Julius Baer & Co
928
Bank Julius Baer & Co
Switzerland
$76K -$329 -5 -0.4%
CFB
929
Cullen/Frost Bankers
Texas
$75K
TF
930
TimeScale Financial
Massachusetts
$75K +$329 +5 +0.5%
HIA
931
Harbor Investment Advisory
Maryland
$74K +$18.4K +280 +34%
M
932
MOTCO
Texas
$73K +$71K +1,078 New
LWA
933
Lenox Wealth Advisors
New York
$72K +$69.5K +1,056 New
NFSG
934
Newbridge Financial Services Group
Florida
$70K +$132 +2 +0.2%
SIC
935
Salem Investment Counselors
North Carolina
$70K +$33.9K +515 +100%
LWCFA
936
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K +$67.8K +1,030 New
RIM
937
Rockbridge Investment Management
New York
$68K
FA
938
Financial Advantage
Maryland
$67K
KFAA
939
Klaas Financial Asset Advisors
Illinois
$62K +$60.2K +915 New
FP
940
Fiduciary Planning
Florida
$61K +$197 +3 +0.3%
RA
941
Reby Advisors
Connecticut
$61K +$58.9K +895 New
HR
942
Howe & Rusling
New York
$60K +$44K +668 +314%
EI
943
Ellevest Inc
New York
$59K
GI
944
Gradient Investments
Minnesota
$58K
JFA
945
JNBA Financial Advisors
Minnesota
$58K
AWM
946
Avior Wealth Management
Nebraska
$57K -$14.9K -227 -21%
ADIM
947
Alpha DNA Investment Management
Maryland
$57K +$56.2K +854 New
CT
948
Caldwell Trust
Florida
$54.3K
BWM
949
Baystate Wealth Management
Massachusetts
$53K +$50.3K +764 +7,640%
TC
950
Truvestments Capital
Florida
$53K +$51.5K +782 New