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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$272K +$11.7K +226 +5%
CNBT
352
Canandaigua National Bank & Trust
New York
$271K – – –
DP
353
Denver PWM
Colorado
$270K -$60.3K -1,162 -18%
BFIM
354
Beese Fulmer Investment Management
Ohio
$268K – – –
SCM
355
Shelton Capital Management
Colorado
$264K – – –
VHAM
356
Van Hulzen Asset Management
California
$263K +$258K +4,981 New
DOA
357
D'Orazio & Associates
Virginia
$263K +$259K +4,988 New
WTC
358
WhitTier Trust Company
Nevada
$260K – – –
LCP
359
Legacy Capital Partners
Wisconsin
$259K -$54K -1,040 -17%
CPIA
360
Cornell Pochily Investment Advisors
New York
$254K +$250K +4,819 New
PJSIMP
361
P.J. Schmidt Investment Management (PJS)
Wisconsin
$252K +$8.25K +159 +3%
DWT
362
Dorsey & Whitney Trust
South Dakota
$248K – – –
BI
363
Ballast Inc
Kentucky
$248K +$244K +4,707 New
LA
364
LexAurum Advisors
Kansas
$243K +$235K +4,535 New
IIA
365
IPG Investment Advisors
California
$235K – – –
BF
366
BOK Financial
Oklahoma
$232K – – –
PMG
367
ProVise Management Group
Florida
$229K -$85.5K -1,647 -28%
NWP
368
Northstar Wealth Partners
Connecticut
$228K -$395K -7,619 -64%
NGA
369
Naples Global Advisors
Florida
$227K +$3.89K +75 +2%
LFPWM
370
Leicht Financial Planning & Wealth Management
New Jersey
$224K -$28.3K -546 -12%
NL
371
NWAM LLC
Washington
$218K – – –
SP
372
Successful Portfolios
Florida
$218K +$214K +4,121 New
FCIM
373
Fairview Capital Investment Management
California
$214K +$210K +4,050 New
PFGIA
374
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$1.66K +32 +0.8%
KFA
375
Kelleher Financial Advisors
New York
$212K +$209K +4,034 New
13 14
15
16 17