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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
501
BOK Financial Private Wealth
Colorado
$264K – – –
SCM
502
Shelton Capital Management
Colorado
$262K – – –
HFM
503
Harvest Fund Management
China
$262K +$275K +5,000 New
RMAM
504
Raab & Moskowitz Asset Management
New Jersey
$258K +$271K +4,926 New
KWM
505
Kingsview Wealth Management
Oregon
$257K -$27.5K -500 -9%
CPIA
506
Cornell Pochily Investment Advisors
New York
$255K +$59.6K +1,084 +29%
ACI
507
Alpha Cubed Investments
California
$251K +$61.4K +1,117 +30%
DOA
508
D'Orazio & Associates
Virginia
$235K – – –
IIA
509
IPG Investment Advisors
California
$234K – – –
NGA
510
Naples Global Advisors
Florida
$226K +$15.6K +284 +7%
MAU
511
MRA Associates USA
Arizona
$225K +$236K +4,287 New
FVWA
512
Foster Victor Wealth Advisors
South Carolina
$223K +$234K +4,262 New
CWA
513
Cypress Wealth Advisors
California
$221K – – –
BF
514
BOK Financial
Oklahoma
$221K +$10.7K +194 +5%
CFG
515
Cooper Financial Group
California
$210K +$221K +4,015 New
EA
516
Efficient Advisors
Ohio
$209K +$220K +3,998 New
FPFS
517
First Personal Financial Services
North Carolina
$208K -$32K -582 -13%
PP
518
PDS Planning
Ohio
$206K +$216K +3,930 New
LA
519
LexAurum Advisors
Kansas
$204K +$385 +7 +0.2%
PMG
520
ProVise Management Group
Florida
$201K +$6.05K +110 +3%
PCG
521
Private Capital Group
Connecticut
$196K -$26.5K -482 -11%
AC
522
Avestar Capital
New York
$194K +$205K +3,725 +53,214%
PCA
523
Providence Capital Advisors
North Carolina
$192K -$33K -600 -14%
MFW
524
Mosaic Family Wealth
Missouri
$189K -$5.66K -103 -3%
CCM
525
Covington Capital Management
California
$178K +$153K +2,791 +465%
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