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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1301
WCG Wealth Advisors
Nevada
– -$1.45M -15,900 Closed
FTDI
1302
First Trust Direct Indexing
Massachusetts
– -$1.24M -13,600 Closed
AFP
1303
Advus Financial Partners
Florida
– -$700K -7,665 Closed
CCM
1304
Cox Capital Management
Massachusetts
– -$568K -6,220 Closed
KCM
1305
KM Capital Management
Texas
– -$457K -5,003 Closed
ATS
1306
Ashton Thomas Securities
New York
– -$425K -4,652 Closed
KDA
1307
Kraft Davis & Associates
Missouri
– -$412K -4,558 Closed
VAMG
1308
Voisard Asset Management Group
Michigan
– -$363K -3,972 Closed
WQ
1309
Wealth Quarterback
New Jersey
– -$330K -3,619 Closed
CCB
1310
Cutter & Co Brokerage
Missouri
– -$328K -3,595 Closed
SAS
1311
Sage Advisory Services
Texas
– -$288K -3,436 Closed
EP
1312
Edgestream Partners
New Jersey
– -$304K -3,327 Closed
TFA
1313
Teamwork Financial Advisors
Texas
– -$302K -3,302 Closed
ESB
1314
Essex Savings Bank
Connecticut
– -$281K -3,077 Closed
WP
1315
WealthPLAN Partners
Nebraska
– -$262K -2,866 Closed
DIA
1316
Dana Investment Advisors
Wisconsin
– -$258K -2,825 Closed
DAS
1317
Dynamic Advisor Solutions
Arizona
– -$247K -2,710 Closed
3F
1318
360 Financial
Minnesota
– -$227K -2,481 Closed
RPWA
1319
Regent Peak Wealth Advisors
Georgia
– -$226K -2,475 Closed
MSFS
1320
Main Street Financial Solutions
Pennsylvania
– -$224K -2,453 Closed
DG
1321
DMC Group
Alabama
– -$222K -2,436 Closed
RW
1322
Rockport Wealth
Ohio
– -$215K -2,350 Closed
CCP
1323
Clarity Capital Partners
California
– -$214K -2,344 Closed
MAM
1324
Montchanin Asset Management
Delaware
– -$212K -2,327 Closed
COCM
1325
Charter Oak Capital Management
New Hampshire
– -$212K -2,321 Closed