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
SFM
601
Signet Financial Management
New Jersey
$204K +$193K +3,210 New
JWBC
602
J.W. Burns & Co
New York
$204K +$198K +3,298 New
HB
603
Homrich & Berg
Georgia
$203K +$197K +3,288 New
ESB
604
Essex Savings Bank
Connecticut
$200K – – –
VFA
605
Valeo Financial Advisors
Indiana
$197K +$14.1K +235 +8%
HCA
606
Heck Capital Advisors
Wisconsin
$188K +$183K +3,050 New
TL
607
TrueWealth LLC
Georgia
$184K – – –
BBHC
608
Brown Brothers Harriman & Co
New York
$175K – – –
CCM
609
Covington Capital Management
California
$160K – – –
PCA
610
Providence Capital Advisors
North Carolina
$152K -$71.9K -1,198 -33%
BWM
611
BerganKDV Wealth Management
Minnesota
$151K +$78K +1,300 +114%
MWM
612
Meridian Wealth Management
Kentucky
$150K +$146K +2,429 New
TC
613
Truvestments Capital
Florida
$149K – – –
QCIG
614
Quad-Cities Investment Group
Iowa
$143K – – –
MWP
615
MYCIO Wealth Partners
Pennsylvania
$137K +$133K +2,223 New
APW
616
Acima Private Wealth
Virginia
$131K – – –
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$129K -$30K -500 -19%
PCG
618
Private Capital Group
Connecticut
$123K -$119K -1,975 -46%
MA
619
MUFG Americas
New York
$114K +$90K +1,500 +429%
WEC
620
Winslow Evans & Crocker
Massachusetts
$112K – – –
PW
621
Price Wealth
Texas
$111K – – –
HWM
622
Holloway Wealth Management
Florida
$110K – – –
VCM
623
Vigilant Capital Management
Maine
$110K +$107K +1,781 New
TCOV
624
Trust Company of Vermont
Vermont
$109K -$4.2K -70 -4%
CC
625
Cassaday & Co
Virginia
$108K – – –
23 24
25
26 27