We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
526
Concorde Asset Management
Michigan
$1.39M +$411K +5,707 +37%
FMWA
527
Forvis Mazars Wealth Advisors
Missouri
$1.39M +$174K +2,414 +13%
EFG
528
Erickson Financial Group
Pennsylvania
$1.39M -$5.41K -75 -0.4%
CA
529
Continuum Advisory
Idaho
$1.37M +$810K +11,228 +118%
PTC
530
Private Trust Company
Ohio
$1.37M -$413K -5,729 -22%
TCA
531
Transcend Capital Advisors
New Jersey
$1.36M +$283K +3,928 +24%
SWP
532
ShoreHaven Wealth Partners
New Jersey
$1.36M +$266K +3,688 +22%
AWA
533
Arkadios Wealth Advisors
Georgia
$1.35M +$38.4K +532 +3%
KWM
534
Keebeck Wealth Management
Illinois
$1.35M +$382K +5,296 +35%
B
535
BetterWealth
California
$1.34M -$725K -10,052 -33%
BEI
536
Benjamin Edwards Inc
Missouri
$1.33M -$12.2K -169 -0.8%
CMS
537
Capital Market Strategies
Florida
$1.32M -$5.05K -70 -0.3%
BDF
538
Black Diamond Financial
Maryland
$1.31M – – –
AWM
539
Alterna Wealth Management
Texas
$1.29M -$77.9K -1,080 -5%
BFS
540
Bickling Financial Services
Massachusetts
$1.29M -$15.1K -210 -1%
FMN
541
Financial Management Network
California
$1.29M -$38.6K -535 -3%
KPWS
542
Kestra Private Wealth Services
Texas
$1.29M -$151K -2,089 -10%
MCM
543
Manchester Capital Management
Vermont
$1.28M – – –
CM
544
Columbus Macro
Pennsylvania
$1.28M +$1.4M +19,363 New
WAP
545
Wealthcare Advisory Partners
Pennsylvania
$1.28M -$55.7K -773 -4%
BHWM
546
Bay Harbor Wealth Management
Maryland
$1.27M +$190K +2,635 +16%
NR
547
Newfound Research
Massachusetts
$1.27M -$108K -1,504 -7%
SFS
548
Sowell Financial Services
Arkansas
$1.27M +$1.38M +19,185 New
CA
549
CoreCap Advisors
Michigan
$1.27M +$329K +4,559 +31%
PWMG
550
Provence Wealth Management Group
California
$1.26M +$307K +4,255 +29%
20 21
22
23 24