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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
401
WealthShield Partners
North Carolina
$127K -$4.45K -84 -3%
PCA
402
Providence Capital Advisors
North Carolina
$120K -$63.5K -1,200 -34%
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$117K -$153K -2,896 -56%
AWM
404
Aevitas Wealth Management
Massachusetts
$115K +$370 +7 +0.3%
PW
405
Price Wealth
Texas
$93K – – –
TCOV
406
Trust Company of Vermont
Vermont
$93K +$13.2K +250 +16%
OC
407
Oakworth Capital
Alabama
$85K – – –
SWP
408
Strategic Wealth Partners
Ohio
$85K +$13.3K +252 +18%
WEC
409
Winslow Evans & Crocker
Massachusetts
$81.3K -$65.1K -1,230 -44%
CA
410
Crewe Advisors
Utah
$78K – – –
RFWA
411
RPg Family Wealth Advisory
Massachusetts
$76.2K – – –
VFA
412
Valeo Financial Advisors
Indiana
$70K +$20.5K +387 +40%
ME
413
McIlrath & Eck
Washington
$65K -$3.7K -70 -5%
YWP
414
YorkBridge Wealth Partners
New York
$65K – – –
GI
415
Gradient Investments
Minnesota
$56K +$11.4K +215 +25%
MA
416
MUFG Americas
New York
$55K -$5.29K -100 -9%
PWAG
417
Polaris Wealth Advisory Group
California
$55K +$55.8K +1,055 New
AIM
418
Anchor Investment Management
South Carolina
$54.9K – – –
PO
419
Private Ocean
California
$51K +$52.9K +1,000 New
CBT
420
Capital Bank & Trust
California
$49K – – –
FCAG
421
First Capital Advisors Group
New Jersey
$48K +$49K +926 New
CCM
422
Cribstone Capital Management
Maine
$45K -$11.9K -225 -20%
SIS
423
Sound Income Strategies
Florida
$45K +$36.2K +684 +356%
IIC
424
Integrated Investment Consultants
Michigan
$45K +$45.5K +860 New
JFA
425
JNBA Financial Advisors
Minnesota
$44K – – –
15 16
17
18 19