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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
576
Matrix Private Capital Group
New York
$827K – – –
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$825K +$15.2K +200 +2%
PWM
578
Provident Wealth Management
Tennessee
$822K -$18.8K -247 -2%
WA
579
WBH Advisory
Maryland
$822K +$30.5K +401 +4%
SBL
580
Sargent Bickham Lagudis
Colorado
$821K -$8.3K -109 -1%
FCA
581
FLC Capital Advisors
California
$819K -$181K -2,376 -18%
MFW
582
Meristem Family Wealth
Minnesota
$813K +$97.3K +1,277 +13%
OBWP
583
O'Brien Wealth Partners
Massachusetts
$812K -$159K -2,088 -16%
ISG
584
Investment Security Group
Colorado
$812K – – –
MIH
585
Meitav Investment House
Israel
$804K +$97.5K +1,280 +13%
C1AG
586
Client 1st Advisory Group
Florida
$787K -$439K -5,769 -35%
GFS
587
GYL Financial Synergies
Connecticut
$774K -$51.1K -671 -6%
FA
588
Fountainhead AM
New Jersey
$755K +$2.97K +39 +0.4%
DP
589
Denver PWM
Colorado
$753K – – –
SQA
590
Simon Quick Advisors
New Jersey
$752K -$409K -5,366 -34%
IFWM
591
Institute for Wealth Management
Colorado
$749K -$76.5K -1,004 -9%
HNB
592
Huntington National Bank
Ohio
$743K +$29.3K +385 +8%
MYIA
593
Mount Yale Investment Advisors
Colorado
$742K +$35.6K +468 +5%
FCIM
594
Fairview Capital Investment Management
California
$736K -$66.6K -875 -8%
YIH
595
Y-Intercept (HK)
Hong Kong
$736K +$762K +10,009 New
QT
596
Quantbot Technologies
New York
$735K +$326K +4,285 +75%
COCM
597
Charter Oak Capital Management
New Hampshire
$734K +$43K +564 +6%
DAS
598
Dynamic Advisor Solutions
Arizona
$730K -$161K -2,116 -18%
LWP
599
Legacy Wealth Planning
Nevada
$729K -$56.3K -739 -7%
EL
600
EMFO LLC
Florida
$722K – – –
22 23
24
25 26