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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
ISG
676
Investment Security Group
Colorado
$764K – – –
ATFA
677
All Terrain Financial Advisors
Minnesota
$764K +$741K +11,250 New
FLPIM
678
F.L. Putnam Investment Management
Massachusetts
$760K -$146K -2,213 -16%
JCM
679
Janney Capital Management
Pennsylvania
$760K +$7.31K +111 +1%
CRWM
680
Castle Rock Wealth Management
California
$759K +$738K +11,205 New
CPSC
681
Carl P. Sherr & Co
Massachusetts
$755K -$178K -2,704 -20%
IFWM
682
Institute for Wealth Management
Colorado
$749K -$49.4K -751 -6%
BWA
683
BDO Wealth Advisors
Florida
$749K -$4.28K -65 -0.6%
EA
684
Emerald Advisors
Washington
$737K -$96.4K -1,465 -12%
CTI
685
Community Trust & Investment
Kentucky
$737K +$331K +5,028 +86%
TF
686
TIAA FSB
Florida
$724K +$702K +10,664 New
MFW
687
Meristem Family Wealth
Minnesota
$718K – – –
EFG
688
Everhart Financial Group
Ohio
$716K +$694K +10,545 New
SFG
689
Sowa Financial Group
Rhode Island
$712K -$157K -2,387 -19%
AIFAIM
690
American Institute for Advanced Investment Management
Arizona
$700K -$175K -2,660 -21%
FA
691
Fountainhead AM
New Jersey
$697K +$676K +10,262 New
SFSIG
692
San Francisco Sentry Investment Group
California
$690K -$7.18K -109 -1%
TAM
693
Townsend Asset Management
North Carolina
$682K -$20.8K -316 -3%
PG
694
Patten Group
Tennessee
$675K -$40.2K -610 -6%
TFA
695
Teamwork Financial Advisors
Texas
$673K -$18.4K -279 -3%
VC
696
Veery Capital
Delaware
$669K +$649K +9,854 New
PP
697
PDS Planning
Ohio
$668K -$2.04K -31 -0.3%
WA
698
WBH Advisory
Maryland
$659K -$24.4K -371 -4%
FF
699
FourThought Financial
Florida
$657K +$638K +9,690 New
EAMA
700
EFG Asset Management (Americas)
Florida
$653K -$701K -10,649 -53%
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