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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
651
QCI Asset Management
New York
$2K +$2.13K +38 New
IAS
652
INR Advisory Services
Pennsylvania
$1K – – –
LDFR
653
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
CRWM
654
Castle Rock Wealth Management
California
$1K +$724K +12,920 New
CC
655
Claybrook Capital
Massachusetts
– -$11M -209,190 Closed
EWM
656
Elite Wealth Management
Washington
– -$9.14M -174,469 Closed
GFP
657
Gryphon Financial Partners
Ohio
– -$3.82M -71,772 Closed
DIP
658
DT Investment Partners
Pennsylvania
– -$3.63M -69,337 Closed
PS
659
Portfolio Solutions
Michigan
– -$2.09M -39,951 Closed
WBG
660
Wharton Business Group
Pennsylvania
– -$2.99M -39,187 Closed
BAM
661
Belpointe Asset Management
Nevada
– -$1.84M -35,183 Closed
RFO
662
RiverGlades Family Offices
Florida
– -$1.79M -34,196 Closed
MTB
663
Mizuho Trust & Banking
Japan
– -$1.57M -30,000 Closed
PCM
664
Penserra Capital Management
California
– -$1.53M -29,243 Closed
PFS
665
Prospera Financial Services
Texas
– -$1.13M -21,657 Closed
CFA
666
Capstone Financial Advisors
Illinois
– -$1.13M -21,581 Closed
RWM
667
Raffa Wealth Management
District of Columbia
– -$1.06M -20,308 Closed
CL
668
Cabana LLC
Arkansas
– -$869K -16,581 Closed
SFS
669
Strategic Financial Services
New York
– -$585K -11,170 Closed
FIA
670
Foundations Investment Advisors
Arizona
– -$523K -9,341 Closed
BOH
671
Bank of Hawaii
Hawaii
– -$434K -8,284 Closed
W
672
WealthOne
New York
– -$371K -7,096 Closed
BII
673
Bainco International Investors
Massachusetts
– -$316K -6,030 Closed
DWT
674
Dorsey & Whitney Trust
South Dakota
– -$288K -5,500 Closed
BCA
675
Biltmore Capital Advisors
New Jersey
– -$2.32M -5,386 Closed
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