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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
326
Brown Brothers Harriman & Co
New York
$143K – – –
GRP
327
Global Retirement Partners
California
$141K -$91.2K -1,829 -39%
CIM
328
Contravisory Investment Management
Massachusetts
$100K +$98.7K +1,980 New
HCA
329
Horan Capital Advisors
Ohio
$86K +$85.4K +1,712 New
BWA
330
Burt Wealth Advisors
Maryland
$82K – – –
OC
331
Oakworth Capital
Alabama
$82K – – –
RFWA
332
RPg Family Wealth Advisory
Massachusetts
$73.8K – – –
TCOV
333
Trust Company of Vermont
Vermont
$65K +$2.49K +50 +4%
YWP
334
YorkBridge Wealth Partners
New York
$63K -$2.99K -60 -5%
EWM
335
Edge Wealth Management
New York
$63K – – –
MA
336
MUFG Americas
New York
$58K -$2.49K -50 -4%
CCM
337
Cribstone Capital Management
Maine
$55K – – –
AIM
338
Anchor Investment Management
South Carolina
$53.2K +$47.7K +957 +957%
JFA
339
JNBA Financial Advisors
Minnesota
$43K – – –
TWA
340
TCI Wealth Advisors
Arizona
$41K – – –
VFA
341
Valeo Financial Advisors
Indiana
$36K +$35.9K +719 New
RIA
342
RPG Investment Advisory
California
$32K +$150 +3 +0.5%
CCM
343
Covington Capital Management
California
$30K +$29.9K +600 New
WTB
344
Washington Trust Bank
Washington
$30K +$30K +602 New
SA
345
SRH Advisors
Kansas
$29K +$28.6K +573 New
IWM
346
IHT Wealth Management
Illinois
$24K – – –
AIP
347
Ameritas Investment Partners
Nebraska
$20K – – –
NR
348
Newfound Research
Massachusetts
$18K +$100 +2 +0.6%
HNB
349
Huntington National Bank
Ohio
$16K – – –
BL
350
Balentine LLC
Georgia
$15K – – –
12 13
14
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