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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1001
Principle Wealth Partners
Connecticut
– -$270K -3,670 Closed
SW
1002
SteelPeak Wealth
California
– -$269K -3,655 Closed
WAM
1003
Weatherly Asset Management
California
– -$262K -3,564 Closed
HR
1004
Hayden Royal
North Carolina
– -$261K -3,548 Closed
CS
1005
Credit Suisse
Switzerland
– -$250K -3,400 Closed
SSWM
1006
Sheets Smith Wealth Management
North Carolina
– -$241K -3,277 Closed
AA
1007
Argent Advisors
Louisiana
– -$225K -3,057 Closed
PCA
1008
Personal Capital Advisors
California
– -$214K -2,909 Closed
AAS
1009
Annex Advisory Services
Wisconsin
– -$213K -2,886 Closed
BRWM
1010
B. Riley Wealth Management
Tennessee
– -$202K -2,745 Closed
CWG
1011
Cornerstone Wealth Group
North Carolina
– -$201K -2,696 Closed
PMFA
1012
Plante Moran Financial Advisors
Michigan
– -$83K -1,126 Closed
CIA
1013
Cascade Investment Advisors
Oregon
– -$78.4K -1,065 Closed
ACA
1014
Aptus Capital Advisors
Alabama
– -$77K -1,044 Closed
MFG
1015
Monumental Financial Group
Maryland
– -$37K -500 Closed
RDWM
1016
Red Door Wealth Management
Tennessee
– -$24K -339 Closed
PAI
1017
Pittenger & Anderson Inc
Nebraska
– -$20K -270 Closed
TCM
1018
Tradewinds Capital Management
Washington
– -$19K -260 Closed
HCC
1019
Hirtle Callaghan & Co
Pennsylvania
– -$19K -254 Closed
BBL
1020
Beck Bode LLC
Massachusetts
– -$14K -193 Closed
CHC
1021
City Holding Co
West Virginia
– -$14K -192 Closed
SIS
1022
Sound Income Strategies
Florida
– -$7K -89 Closed
Optiver Holding
1023
Optiver Holding
Netherlands
– -$6K -75 Closed
BU
1024
BBVA USA
Alabama
– -$5K -73 Closed
CWAF
1025
Core Wealth Advisors (Florida)
Florida
– -$5K -69 Closed