We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
251
Eagle Ridge Investment Management
Connecticut
$395K -$5.62K -120 -1%
AIA
252
Allegis Investment Advisors
Idaho
$395K +$387K +8,272 New
PCP
253
Proficio Capital Partners
Massachusetts
$390K – – –
AIA
254
AIMZ Investment Advisors
California
$383K – – –
PMG
255
ProVise Management Group
Florida
$377K -$46.8K -1,000 -11%
VWA
256
V Wealth Advisors
Kansas
$370K -$824K -17,604 -69%
TSS
257
Two Sigma Securities
New York
$366K +$359K +7,667 New
FWM
258
Focused Wealth Management
New York
$358K -$89.1K -1,903 -20%
CWM
259
Concert Wealth Management
California
$357K +$367K +7,845 New
FCI
260
Financial Counselors Inc
Kansas
$356K +$350K +7,465 New
JIP
261
Jaffetilchin Investment Partners
Florida
$355K +$349K +7,446 New
SFSIG
262
San Francisco Sentry Investment Group
California
$353K – – –
MHS
263
M Holdings Securities
Oregon
$351K -$67.4K -1,439 -16%
BA
264
BCM Advisors
Louisiana
$348K -$234K -5,000 -41%
WIM
265
Westside Investment Management
California
$337K +$331K +7,062 New
EWA
266
EP Wealth Advisors
California
$336K -$26.7K -570 -7%
CAS
267
Cue Advisory Services
Arizona
$334K -$4.68K -100 -1%
BTNA
268
Bremer Trust National Association
Minnesota
$334K +$328K +7,007 New
HCA
269
Harbour Capital Advisors
Virginia
$322K – – –
APSP
270
Asset Planning Services (Pennsylvania)
Pennsylvania
$322K +$1.08K +23 +0.3%
LCP
271
Legacy Capital Partners
Wisconsin
$321K +$73.3K +1,565 +30%
NL
272
NWAM LLC
Washington
$309K +$303K +6,470 New
FNT
273
First National Trust
Pennsylvania
$281K -$41K -876 -13%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$280K +$275K +5,876 New
PL
275
Parthenon LLC
Kentucky
$280K – – –
9 10
11
12 13