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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
601
O'Brien Wealth Partners
Massachusetts
$1.23M +$1.45K +22 +0.1%
LWM
602
Liberty Wealth Management
California
$1.22M -$598K -9,088 -33%
DACG
603
Donor Advised Charitable Giving
California
$1.22M -$1M -15,266 -46%
RCM
604
Rain Capital Management
Oregon
$1.22M -$14.3M -216,508 -92%
NEIRG
605
New England Investment & Retirement Group
Massachusetts
$1.21M -$14.5M -219,526 -93%
FPCP
606
Fort Point Capital Partners
California
$1.21M -$76.6K -1,163 -6%
IFG
607
Independent Financial Group
California
$1.18M -$551K -8,367 -33%
PCM
608
Parsons Capital Management
Rhode Island
$1.16M -$190K -2,882 -14%
JCM
609
Jacobi Capital Management
Pennsylvania
$1.16M -$15.6K -237 -1%
DAS
610
Dynamic Advisor Solutions
Arizona
$1.14M -$397K -6,038 -26%
IFG
611
Investors Financial Group
Minnesota
$1.13M -$112K -1,705 -9%
WAS
612
Wealth Advisory Solutions
Indiana
$1.12M -$7.22M -109,646 -89%
TGAM
613
TBH Global Asset Management
Tennessee
$1.11M -$69.1K -1,050 -6%
HF
614
HRT Financial
New York
$1.11M -$5.59M -84,938 -84%
SPAS
615
Spectrum Planning & Advisory Services
California
$1.11M +$1.07M +16,286 New
RB
616
Renasant Bank
Mississippi
$1.11M +$1.07M +16,295 New
ECA
617
Elevated Capital Advisors
Utah
$1.08M -$53.7K -815 -5%
CFO
618
Collective Family Office
Pennsylvania
$1.08M +$1.05M +15,888 New
FBFS
619
First Business Financial Services
Wisconsin
$1.08M -$45.8M -696,339 -98%
SL
620
SWMG LLC
Texas
$1.07M +$1.06M +16,128 New
VAG
621
VisionPoint Advisory Group
Texas
$1.07M -$989K -15,026 -49%
MP
622
McDonald Partners
Ohio
$1.05M +$1.02M +15,472 New
GDP
623
Great Diamond Partners
Maine
$1.04M +$102K +1,546 +11%
T
624
TRUADVICE
Florida
$1.02M -$499K -7,585 -33%
SS
625
Sunbelt Securities
Texas
$1.02M -$276K -4,185 -22%
23 24
25
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