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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAT
1051
First American Trust
California
– -$201K -2,960 Closed
MSAGDF
1052
Moneda SA Administradora General de Fondos
Chile
– -$196K -2,894 Closed
Pathstone Family Office
1053
Pathstone Family Office
New Jersey
– -$175K -2,575 Closed
PS
1054
Planned Solutions
California
– -$171K -2,521 Closed
BBHBI
1055
B, B, H, & B Inc
Alabama
– -$132K -1,954 Closed
CBT
1056
Central Bank & Trust
Kentucky
– -$97K -1,424 Closed
MassMutual Private Wealth & Trust
1057
MassMutual Private Wealth & Trust
Connecticut
– -$91K -1,334 Closed
BCA
1058
Berman Capital Advisors
Georgia
– -$89.9K -1,330 Closed
IRAG
1059
Investment Research & Advisory Group
Georgia
– -$86K -1,274 Closed
NWA
1060
Navis Wealth Advisors
New York
– -$82K -1,213 Closed
Loring Wolcott & Coolidge Fiduciary Advisors
1061
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$70K -1,030 Closed
KFAA
1062
Klaas Financial Asset Advisors
Illinois
– -$62K -915 Closed
HWA
1063
HCR Wealth Advisors
California
– -$27K -394 Closed
Larson Financial Group
1064
Larson Financial Group
Missouri
– -$26K -378 Closed
MIM
1065
Merrion Investment Management
New Jersey
– -$23K -342 Closed
AIL
1066
AGF Investments LLC
Ontario, Canada
– -$22K -321 Closed
OIM
1067
Oder Investment Management
California
– -$17K -250 Closed
IA
1068
IFS Advisors
Kansas
– -$14K -211 Closed
IA
1069
Inspire Advisors
Idaho
– -$13K -194 Closed
MCM
1070
McMillion Capital Management
North Carolina
– -$13K -193 Closed
ZB
1071
Zions Bancorporation
Utah
– -$11K -161 Closed
LGA
1072
Lebenthal Global Advisors
New York
– -$10K -150 Closed
TCI Wealth Advisors
1073
TCI Wealth Advisors
Arizona
– -$10K -150 Closed
POIA
1074
Pin Oak Investment Advisors
Texas
– -$7K -101 Closed
PWA
1075
Phoenix Wealth Advisors
North Carolina
– -$7K -100 Closed