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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Summit Wealth Partners
Florida
$20.4M -$1.11M -14,843 -5%
LWA
102
Lineweaver Wealth Advisors
Ohio
$20.4M -$1.97M -26,420 -9%
CWM
103
Cornerstone Wealth Management
Missouri
$20.1M -$982K -13,163 -5%
EWM
104
Executive Wealth Management
Michigan
$20.1M -$13.5M -180,463 -41%
UCFA
105
United Capital Financial Advisors
Texas
$19.6M +$2.4M +32,196 +15%
TWC
106
TD Waterhouse Canada
Ontario, Canada
$18.5M +$552K +7,399 +4%
JAG
107
Journey Advisory Group
Kentucky
$18.5M -$98.9K -1,326 -0.6%
LWA
108
Lowe Wealth Advisors
Maryland
$18.5M -$932K -12,492 -5%
TC
109
Trilogy Capital
California
$18.3M -$1.6M -21,419 -8%
BSSFA
110
Baron Silver Stevens Financial Advisors
Florida
$18.3M -$195K -2,607 -1%
WDL
111
Well Done LLC
Michigan
$17.9M -$691K -9,267 -4%
SYBT
112
Stock Yards Bank & Trust
Kentucky
$17.6M -$650K -8,705 -4%
AFC
113
Adaptive Financial Consulting
Ohio
$17.2M -$72.3K -969 -0.4%
Citigroup
114
Citigroup
New York
$17M -$420K -5,630 -3%
RJT
115
Raymond James Trust
Florida
$16.9M -$323K -4,335 -2%
VA
116
Valmark Advisers
Ohio
$16.6M -$788K -10,565 -5%
FWM
117
FFT Wealth Management
Pennsylvania
$16.2M
FWI
118
Facet Wealth Inc
Maryland
$16.2M +$6.81M +91,222 +82%
SPWG
119
Syntegra Private Wealth Group
Missouri
$15.9M -$256K -3,434 -2%
TCM
120
TD Capital Management
Tennessee
$15.8M -$131K -1,756 -0.9%
Creative Planning
121
Creative Planning
Kansas
$15.8M -$1.67M -22,364 -10%
IWMWV
122
Ironwood Wealth Management (West Virginia)
West Virginia
$15.7M -$26.6K -356 -0.2%
DWM
123
Dakota Wealth Management
Florida
$15M +$701K +9,399 +5%
S
124
SimplyRich
California
$14.8M +$14.1M +189,578 New
OPAM
125
Ocean Park Asset Management
California
$14.8M +$63.1K +845 +0.4%