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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
301
Epstein & White Financial
California
$492K +$476K +9,178 New
GLA
302
Good Life Advisors
Pennsylvania
$490K +$156K +3,013 +49%
PA
303
Parallel Advisors
California
$486K +$255K +4,922 +115%
WAM
304
Weatherly Asset Management
California
$473K +$52 +1 +0%
SFSIG
305
San Francisco Sentry Investment Group
California
$472K – – –
VWM
306
Venturi Wealth Management
Texas
$467K -$175K -3,376 -28%
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$466K -$321K -6,181 -41%
AT
308
Arden Trust
Delaware
$457K -$5.34K -103 -1%
LFG
309
LifePlan Financial Group
Ohio
$447K – – –
WWMSC
310
Wagner Wealth Management (South Carolina)
South Carolina
$439K +$427K +8,221 New
BOH
311
Bank of Hawaii
Hawaii
$437K – – –
EFS
312
Essex Financial Services
Connecticut
$433K – – –
PFA
313
Pinnacle Family Advisors
Missouri
$431K -$16.3K -314 -4%
RFC
314
Regions Financial Corp
Alabama
$427K +$7.78K +150 +2%
APA
315
American Portfolios Advisors
New York
$427K +$420K +8,089 New
AIA
316
AIMZ Investment Advisors
California
$424K – – –
PCP
317
Proficio Capital Partners
Massachusetts
$422K – – –
DWM
318
Dynasty Wealth Management
Florida
$414K +$407K +7,850 New
MSAM
319
Moloney Securities Asset Management
Missouri
$410K +$25.9K +500 +7%
IWC
320
Integrated Wealth Concepts
Massachusetts
$408K +$396K +7,629 New
FNT
321
First National Trust
Pennsylvania
$406K -$88.1K -1,698 -18%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$396K +$389K +7,500 New
WIM
323
Westside Investment Management
California
$378K +$156 +3 +0%
APSP
324
Asset Planning Services (Pennsylvania)
Pennsylvania
$361K +$52 +1 +0%
IFWM
325
Institute for Wealth Management
Colorado
$355K +$349K +6,731 New
11 12
13
14 15