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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
651
Managed Account Services
Florida
$229K – – –
MIC
652
Means Investment Company
Maine
$228K – – –
PP
653
Paloma Partners
Connecticut
$226K +$223K +3,521 New
PSF
654
Pacific Sun Financial
California
$222K +$570 +9 +0.3%
SBIA
655
Sheaff Brock Investment Advisors
Indiana
$222K +$219K +3,464 New
ESB
656
Essex Savings Bank
Connecticut
$221K +$13.1K +206 +6%
LF
657
Lantz Financial
Illinois
$220K +$222K +3,502 New
HCA
658
Harbour Capital Advisors
Virginia
$218K – – –
FVWA
659
Foster Victor Wealth Advisors
South Carolina
$215K -$83.1K -1,311 -28%
RMAM
660
Raab & Moskowitz Asset Management
New Jersey
$215K +$2.53K +40 +1%
SFA
661
Semmax Financial Advisors
North Carolina
$213K – – –
HB
662
Homrich & Berg
Georgia
$211K – – –
JWBC
663
J.W. Burns & Co
New York
$211K – – –
APP
664
Avantax Planning Partners
Iowa
$209K +$207K +3,262 New
PWA
665
Peterson Wealth Advisors
Utah
$206K +$203K +3,208 New
CPA
666
Capital Planning Advisors
California
$204K +$201K +3,180 New
BCM
667
BTR Capital Management
California
$203K +$201K +3,166 New
MWA
668
Martel Wealth Advisors
Washington
$202K -$22.2K -351 -10%
PMG
669
ProVise Management Group
Florida
$200K -$36.1K -570 -15%
PO
670
Private Ocean
California
$195K +$192K +3,036 +75,900%
VFA
671
Valeo Financial Advisors
Indiana
$189K -$14.9K -235 -7%
BBHC
672
Brown Brothers Harriman & Co
New York
$182K – – –
TL
673
TrueWealth LLC
Georgia
$180K -$11.3K -179 -6%
CCM
674
Covington Capital Management
California
$178K +$11.1K +175 +7%
PCA
675
Providence Capital Advisors
North Carolina
$158K – – –
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