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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$13.4M -$318K -3,858 -2%
WLPWM
127
Walled Lake Planning & Wealth Management
Illinois
$13.3M +$501K +6,077 +4%
SPC
128
Sigma Planning Corp
Michigan
$13.3M -$92K -1,117 -0.7%
TWM
129
Trinity Wealth Management
Pennsylvania
$13.2M +$138K +1,677 +1%
WPIC
130
White Pine Investment Company
Michigan
$12.7M -$153K -1,859 -1%
DC
131
Darrow Company
Massachusetts
$12.5M -$39.3K -477 -0.3%
Goldman Sachs
132
Goldman Sachs
New York
$12.4M +$7.53M +91,443 +162%
SGI
133
Summit Global Investments
Utah
$12.4M -$454K -5,513 -4%
Lido Advisors
134
Lido Advisors
California
$12.3M -$98.9K -1,200 -0.8%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$12.2M -$238K -2,890 -2%
AHC
136
Anderson Hoagland & Co
Missouri
$12.2M +$368K +4,469 +3%
CA
137
Clearstead Advisors
Ohio
$12.1M -$124K -1,500 -1%
CAM
138
Cresset Asset Management
Illinois
$12.1M -$831K -10,080 -7%
CW
139
CreativeOne Wealth
Kansas
$12M -$799K -9,699 -6%
NA
140
Nottingham Advisors
New York
$11.7M -$8.71M -105,697 -43%
AAIM
141
Asset Advisors Investment Management
Georgia
$11.6M +$11.4M +137,939 New
BC
142
Barrett & Company
Rhode Island
$11.5M +$546K +6,629 +5%
MWA
143
Meridian Wealth Advisors
Texas
$11.4M -$106K -1,286 -0.9%
AWM
144
Axxcess Wealth Management
California
$11.4M -$757K -9,186 -6%
CIA
145
Concurrent Investment Advisors
Florida
$11.3M +$8.42M +102,178 +316%
CAAS
146
Capital Asset Advisory Services
Michigan
$11.2M -$949K -11,514 -8%
EW
147
Enzi Wealth
Texas
$11M +$120K +1,452 +1%
PCFFS
148
Pacific Center for Financial Services
California
$11M +$127K +1,542 +1%
DADC
149
D.A. Davidson & Co
Montana
$10.8M -$60.6K -736 -0.6%
TWM
150
Tradition Wealth Management
Minnesota
$10.8M +$1.29M +15,619 +14%