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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
CCG Wealth Management
California
$1.31M – – –
OCM
527
Orion Capital Management
California
$1.31M -$591K -8,070 -30%
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$1.31M +$916K +12,518 +206%
ISB
529
Iowa State Bank
Iowa
$1.3M -$106K -1,442 -7%
SEP
530
Southland Equity Partners
Missouri
$1.28M -$15.6K -213 -1%
PIA
531
Perennial Investment Advisors
California
$1.28M -$46.4K -634 -3%
CWA
532
Clearview Wealth Advisors
Oregon
$1.27M -$301K -4,107 -18%
IAN
533
Integrated Advisors Network
Texas
$1.27M -$248K -3,381 -16%
RA
534
Riversedge Advisors
Delaware
$1.26M +$6.88K +94 +0.5%
SFP
535
Shepherd Financial Partners
Massachusetts
$1.25M +$73 +1 +0%
SIA
536
Strategic Investment Advisors
Michigan
$1.24M -$40.6K -554 -3%
FDCC
537
Foster Dykema Cabot & Co
Massachusetts
$1.24M -$178K -2,427 -12%
JCM
538
Jacobi Capital Management
Pennsylvania
$1.24M -$11.1K -152 -0.9%
BCA
539
Bay Colony Advisors
Massachusetts
$1.23M -$1.17K -16 -0.1%
KCM
540
Kathmere Capital Management
Pennsylvania
$1.22M -$801K -10,947 -39%
OWM
541
OneAscent Wealth Management
Alabama
$1.2M -$115K -1,571 -8%
FWP
542
Firethorn Wealth Partners
Georgia
$1.2M +$189K +2,586 +19%
RI
543
Ridgewood Investments
New Jersey
$1.2M +$512 +7 +0%
AWM
544
Aspire Wealth Management
Massachusetts
$1.2M -$231K -3,154 -16%
SG
545
StoneX Group
New York
$1.18M +$248K +3,385 +25%
SWP
546
ShoreHaven Wealth Partners
New Jersey
$1.18M +$410K +5,604 +50%
FCH
547
Freestone Capital Holdings
Washington
$1.18M -$115K -1,574 -9%
VWA
548
V Wealth Advisors
Kansas
$1.18M -$1.76K -24 -0.1%
TCA
549
Transcend Capital Advisors
New Jersey
$1.17M -$61.9K -846 -5%
CWM
550
Centric Wealth Management
Illinois
$1.17M -$48K -655 -4%
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