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
SAM
576
Shamrock Asset Management
Texas
$253K -$29.4K -490 -11%
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$249K -$6K -100 -2%
PWP
578
Principle Wealth Partners
Connecticut
$247K -$135K -2,255 -36%
FPFS
579
First Personal Financial Services
North Carolina
$247K – – –
GAM
580
Grandview Asset Management
Pennsylvania
$245K +$120 +2 +0.1%
PPA
581
Parametric Portfolio Associates
Washington
$244K -$171K -2,843 -42%
BFA
582
Beaumont Financial Advisors
Massachusetts
$239K +$232K +3,864 New
AP
583
Arlington Partners
Alabama
$236K – – –
VR
584
Viridian RIA
Washington
$235K -$3.96K -66 -2%
WA
585
WBH Advisory
Maryland
$234K +$228K +3,804 New
JA
586
JVL Associates
Michigan
$233K – – –
PMG
587
ProVise Management Group
Florida
$228K -$3K -50 -1%
MWM
588
Marietta Wealth Management
Georgia
$228K +$222K +3,690 New
LP
589
LGL Partners
Pennsylvania
$227K – – –
MAS
590
Managed Account Services
Florida
$226K – – –
MIC
591
Means Investment Company
Maine
$226K – – –
RW
592
RVW Wealth
California
$224K – – –
MWA
593
Martel Wealth Advisors
Washington
$216K +$210K +3,499 New
AC
594
Avestar Capital
New York
$214K -$13.5K -225 -6%
TWM
595
Titus Wealth Management
California
$214K +$208K +3,465 New
PSF
596
Pacific Sun Financial
California
$213K +$207K +3,456 New
HCA
597
Harbour Capital Advisors
Virginia
$210K – – –
LNB
598
Ledyard National Bank
$207K +$201K +3,350 New
SFA
599
Semmax Financial Advisors
North Carolina
$205K -$674K -11,233 -77%
RMAM
600
Raab & Moskowitz Asset Management
New Jersey
$205K +$200K +3,326 New
22 23
24
25 26