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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
626
Independence Asset Advisors
Pennsylvania
$964K +$947K +10,287 New
PFA
627
Pinnacle Family Advisors
Missouri
$961K -$28.5K -310 -3%
LC
628
Lincoln Capital
Nebraska
$959K – – –
OBWP
629
O'Brien Wealth Partners
Massachusetts
$954K – – –
AIS
630
Accredited Investor Services
Minnesota
$948K +$932K +10,126 New
WA
631
WBH Advisory
Maryland
$944K -$56.8K -617 -6%
OPWM
632
Oxinas Partners Wealth Management
Indiana
$944K -$48.4K -526 -5%
TWM
633
Tolleson Wealth Management
Texas
$939K -$290K -3,150 -24%
JGC
634
J. Goldman & Co
New York
$937K +$920K +10,000 New
SG
635
StoneX Group
New York
$936K +$72.3K +786 +9%
EC
636
EdgeRock Capital
Colorado
$935K -$5.74M -62,412 -86%
BFA
637
Beacon Financial Advisory
Ohio
$929K -$146K -1,584 -14%
HFA
638
High Falls Advisors
New York
$926K +$235K +2,552 +35%
AWM
639
Alterna Wealth Management
Texas
$924K +$120K +1,303 +15%
ACS
640
Archford Capital Strategies
Illinois
$917K -$1.64M -17,773 -64%
KOMWMG
641
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$909K +$2.76K +30 +0.3%
SFG
642
Snider Financial Group
Washington
$909K -$26.8K -291 -3%
NFA
643
Northwest Financial Advisors
Virginia
$907K -$15.3K -166 -2%
MIH
644
Meitav Investment House
Israel
$904K – – –
SFS
645
Security Financial Services
Indiana
$899K -$692K -7,518 -44%
HP
646
Holistic Planning
Texas
$895K – – –
CWM
647
Congress Wealth Management
Massachusetts
$892K +$331K +3,593 +61%
SMG
648
Smart Money Group
Texas
$883K -$6.93M -75,282 -89%
PMG
649
ProVise Management Group
Florida
$879K -$22.4K -243 -3%
C1AG
650
Client 1st Advisory Group
Florida
$877K -$31.2K -339 -3%
24 25
26
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