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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$24.8M -$1.57M -17,097 -6%
CWM
77
Cornerstone Wealth Management
Missouri
$24.1M -$121K -1,310 -0.5%
Creative Planning
78
Creative Planning
Kansas
$24M +$4.36M +47,350 +23%
Citigroup
79
Citigroup
New York
$23.8M -$52.1K -566 -0.2%
AWS
80
Atria Wealth Solutions
New York
$23.8M -$6.41M -69,686 -22%
CAL
81
Capital Advisors Ltd
Ohio
$23.3M -$430K -4,674 -2%
SFA
82
Sequoia Financial Advisors
Ohio
$23M -$3.72M -40,380 -14%
PCFFS
83
Pacific Center for Financial Services
California
$22.6M +$10.1M +109,656 +83%
WDL
84
Well Done LLC
Michigan
$22.4M +$141K +1,533 +0.6%
SP
85
Symmetry Partners
Connecticut
$22.4M +$1.9M +20,650 +9%
JAG
86
Journey Advisory Group
Kentucky
$21.8M -$94K -1,022 -0.4%
AAS
87
Avantax Advisory Services
Texas
$21.8M +$267K +2,900 +1%
FWA
88
FORM Wealth Advisors
Wisconsin
$21.6M +$21.2M +230,780 New
KAS
89
Kestra Advisory Services
Texas
$21.5M -$8.28M -89,934 -28%
MCM
90
MV Capital Management
Maryland
$20.6M -$1.99M -21,615 -9%
VA
91
Valmark Advisers
Ohio
$20.6M -$687K -7,470 -3%
LWA
92
Lowe Wealth Advisors
Maryland
$20.5M -$716K -7,784 -3%
CCP
93
Cassia Capital Partners
North Carolina
$20.5M -$642K -6,971 -3%
AFC
94
Adaptive Financial Consulting
Ohio
$20.4M -$633K -6,882 -3%
BSSFA
95
Baron Silver Stevens Financial Advisors
Florida
$20.3M -$840K -9,131 -4%
BPA
96
Beacon Pointe Advisors
California
$20.3M -$120K -1,300 -0.6%
CFO
97
Custos Family Office
Texas
$20M -$175K -1,905 -0.9%
BCWM
98
Ball & Co Wealth Management
Tennessee
$19.9M -$13.9M -151,392 -42%
S
99
SimplyRich
California
$19.8M +$2.18M +23,651 +13%
SA
100
Sanctuary Advisors
Indiana
$19.6M +$602K +6,537 +3%