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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
601
Nachman Norwood & Parrott
South Carolina
$899K – – –
DA
602
Detalus Advisors
Missouri
$894K +$338 +5 +0%
PWG
603
Private Wealth Group
Florida
$870K -$155K -2,291 -15%
TGAM
604
TBH Global Asset Management
Tennessee
$864K -$262K -3,868 -24%
MC
605
Moors & Cabot
Massachusetts
$856K +$45.8K +677 +6%
VAG
606
VisionPoint Advisory Group
Texas
$850K -$236K -3,491 -22%
VAS
607
Vestmark Advisory Solutions
Massachusetts
$845K -$114K -1,679 -12%
PWM
608
Provident Wealth Management
Tennessee
$843K -$78.2K -1,156 -9%
CCFCSB
609
Cape Cod Five Cents Savings Bank
Massachusetts
$843K – – –
CAS
610
Cascadia Advisory Services
Oregon
$842K +$823K +12,166 New
TFGT
611
TS Financial Group (TSFG)
Illinois
$841K -$46.2K -684 -5%
FCIM
612
Fairview Capital Investment Management
California
$838K – – –
WB
613
Webster Bank
Connecticut
$830K -$1.8M -26,591 -69%
LC
614
Lincoln Capital
Nebraska
$826K +$10.7K +158 +1%
FNT
615
First National Trust
Pennsylvania
$825K -$12.5K -185 -2%
PIA
616
Perennial Investment Advisors
California
$822K -$56.5K -836 -7%
GFS
617
GYL Financial Synergies
Connecticut
$814K -$106K -1,562 -12%
CRWM
618
Castle Rock Wealth Management
California
$812K +$3.52K +52 +0.5%
EFG
619
Everhart Financial Group
Ohio
$812K +$80.6K +1,192 +11%
LWP
620
Legacy Wealth Planning
Nevada
$799K -$8.26M -122,196 -91%
TI
621
tru Independence
Oregon
$799K -$209K -3,090 -22%
COCM
622
Charter Oak Capital Management
New Hampshire
$797K -$117K -1,724 -13%
SBL
623
Sargent Bickham Lagudis
Colorado
$793K -$4.93K -73 -0.6%
WMA
624
Wealth Management Associates
New Jersey
$791K -$9.46K -140 -1%
HCM
625
Hengehold Capital Management
Ohio
$789K -$1.65M -24,403 -68%
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