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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
1151
Baker Ellis Asset Management
Washington
$205K +$202K +2,125 New
OFO
1152
OneAscent Family Office
Alabama
$205K +$202K +2,124 New
LPFG
1153
Landing Point Financial Group
Ohio
$204K +$201K +2,120 New
GFP
1154
Gryphon Financial Partners
Ohio
$204K +$201K +2,117 New
Kovitz Investment Group Partners
1155
Kovitz Investment Group Partners
Illinois
$204K -$17.5K -184 -8%
PWP
1156
Principle Wealth Partners
Connecticut
$204K +$200K +2,112 New
PGWA
1157
Plus Group Wealth Advisors
Wisconsin
$203K -$7.88K -83 -4%
TSW
1158
Thompson Siegel & Walmsley
Virginia
$203K +$199K +2,100 New
MWA
1159
Medallion Wealth Advisors
Connecticut
$203K +$64.1K +675 +41%
SPWM
1160
Straight Path Wealth Management
Michigan
$203K +$199K +2,100 New
WIM
1161
Westside Investment Management
California
$202K -$3.7K -39 -2%
FCM
1162
Fortis Capital Management
Washington
$202K +$199K +2,092 New
BDFN
1163
Bond & Devick Financial Network
Minnesota
$202K +$198K +2,090 New
TI
1164
tru Independence
Oregon
$202K +$198K +2,090 New
WJWM
1165
Williams Jones Wealth Management
New York
$202K +$198K +2,090 New
IAG
1166
Ipsen Advisor Group
Arkansas
$200K +$197K +2,076 New
PCA
1167
Providence Capital Advisors
North Carolina
$200K
SL
1168
Salomon & Ludwin
Virginia
$200K -$2.37K -25 -1%
BA
1169
Blueline Advisors
New Hampshire
$191K
WP
1170
WealthShield Partners
North Carolina
$188K -$121K -1,277 -40%
IF
1171
Integrity Financial
Wyoming
$187K
MSWA
1172
Marshall & Sterling Wealth Advisors
New York
$186K -$49.1K -517 -21%
LWM
1173
Lodestone Wealth Management
Washington
$186K -$8.45K -89 -4%
APW
1174
Atlantic Private Wealth
North Carolina
$184K
WFA
1175
Wells Financial Advisors
Massachusetts
$180K -$725K -7,640 -80%