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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
651
Detalus Advisors
Missouri
$876K -$9.68K -147 -1%
RA
652
Riversedge Advisors
Delaware
$873K +$76.4K +1,161 +10%
LCP
653
Legacy Capital Partners
Wisconsin
$872K -$474K -7,203 -36%
TFGT
654
TS Financial Group (TSFG)
Illinois
$872K -$65.9K -1,001 -7%
PBF
655
Petix & Botte Financial
California
$870K +$25.3K +385 +3%
PIA
656
Perennial Investment Advisors
California
$863K -$2.13M -32,345 -72%
EP
657
Eudaimonia Partners
Tennessee
$863K -$837K -12,716 -50%
6M
658
6 Meridian
Kansas
$854K +$10.5K +160 +1%
VWM
659
Venturi Wealth Management
Texas
$850K +$31.5K +479 +4%
CC
660
Copperleaf Capital
North Carolina
$831K -$371K -5,628 -31%
CCFCSB
661
Cape Cod Five Cents Savings Bank
Massachusetts
$828K – – –
IC
662
IEQ Capital
California
$824K +$3.62K +55 +0.5%
FCIM
663
Fairview Capital Investment Management
California
$823K -$913K -13,875 -53%
WAG
664
Winthrop Advisory Group
Massachusetts
$823K +$20.5K +311 +3%
FNT
665
First National Trust
Pennsylvania
$822K +$28.9K +439 +4%
RSWM
666
Robertson Stephens Wealth Management
California
$805K -$105K -1,599 -12%
LC
667
Lincoln Capital
Nebraska
$800K +$38.7K +588 +5%
MC
668
Moors & Cabot
Massachusetts
$796K +$790 +12 +0.1%
APW
669
Aurora Private Wealth
New Jersey
$791K – – –
WMA
670
Wealth Management Associates
New Jersey
$785K -$32.2K -489 -4%
SBL
671
Sargent Bickham Lagudis
Colorado
$783K -$31.7K -481 -4%
BFA
672
Beaumont Financial Advisors
Massachusetts
$782K -$6.59M -100,142 -90%
TP
673
Tranquility Partners
Tennessee
$778K -$25.7K -390 -3%
MPCG
674
Matrix Private Capital Group
New York
$774K – – –
LWP
675
Lumature Wealth Partners
Georgia
$774K +$750K +11,398 New
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