We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APCM
601
Alaska Permanent Capital Management
Alaska
$788K -$6.07M -95,750 -87%
GFS
602
GYL Financial Synergies
Connecticut
$776K
HIM
603
Hanlon Investment Management
New Jersey
$776K +$131K +2,067 +17%
AIFAIM
604
American Institute for Advanced Investment Management
Arizona
$764K +$168K +2,645 +23%
OPS
605
Orion Portfolio Solutions
Nebraska
$763K +$465K +7,336 +108%
EP
606
Eudaimonia Partners
Tennessee
$745K +$39K +615 +5%
JIP
607
Jaffetilchin Investment Partners
Florida
$735K +$77.7K +1,225 +10%
CIBC Private Wealth Group
608
CIBC Private Wealth Group
Georgia
$721K -$110K -1,728 -11%
MCM
609
Mattern Capital Management
Colorado
$710K -$4.87M -76,770 -85%
CCFCSB
610
Cape Cod Five Cents Savings Bank
Massachusetts
$706K +$55.6K +876 +7%
IFWM
611
Institute for Wealth Management
Colorado
$701K -$126K -1,992 -13%
WMA
612
Wealth Management Associates
New Jersey
$696K -$1.98M -31,258 -71%
SFG
613
Sowa Financial Group
Rhode Island
$695K -$272K -4,285 -25%
PP
614
Professional Planning
California
$684K -$309K -4,868 -27%
FNT
615
First National Trust
Pennsylvania
$684K -$70.7K -1,115 -8%
TAM
616
Townsend Asset Management
North Carolina
$683K +$19.8K +312 +3%
SBL
617
Sargent Bickham Lagudis
Colorado
$674K +$92.1K +1,451 +13%
SFPG
618
Stonebridge Financial Planning Group
Florida
$670K +$382K +6,019 +107%
B
619
Bridgeworth
Alabama
$669K -$20.3K -320 -3%
TP
620
Tranquility Partners
Tennessee
$665K +$26.8K +422 +4%
KM
621
Kalos Management
Georgia
$664K +$160K +2,526 +26%
CGFA
622
Colton Groome Financial Advisors
North Carolina
$661K -$1.64M -25,850 -68%
EA
623
Emerald Advisors
Washington
$657K +$504K +7,943 +252%
BWA
624
BDO Wealth Advisors
Florida
$648K +$18.8K +297 +3%
IBOK
625
Independence Bank of Kentucky
Kentucky
$647K +$99.9K +1,575 +15%