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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
701
SlateStone Wealth
Florida
$429K +$217 +3 +0.1%
KWM
702
Keebeck Wealth Management
Illinois
$427K -$574K -7,949 -57%
PWW
703
Pettyjohn Wood & White
Virginia
$427K – – –
DC
704
Davenport & Co
Virginia
$424K +$416K +5,764 New
RWP
705
Ridgecrest Wealth Partners
California
$424K +$417K +5,766 New
PS
706
Portfolio Strategies
New York
$422K – – –
MFM
707
Mirsky Financial Management
New York
$421K -$4.32M -59,773 -91%
PWMG
708
Prestige Wealth Management Group
New Jersey
$420K – – –
QT
709
Quantbot Technologies
New York
$420K +$370K +5,115 +853%
SFA
710
Sequoia Financial Advisors
Ohio
$419K +$41.6K +576 +11%
PGFC
711
Peapack-Gladstone Financial Corp
New Jersey
$414K -$14.4K -200 -3%
AWP
712
Ascent Wealth Partners
New York
$414K -$7.15K -99 -2%
IC
713
Inverness Counsel
New York
$414K – – –
SWA
714
SFMG Wealth Advisors
Texas
$412K – – –
MSFS
715
Main Street Financial Solutions
Pennsylvania
$411K +$403K +5,582 New
LF
716
Lantz Financial
Illinois
$407K -$8.6K -119 -2%
SA
717
Stewardship Advisors
Pennsylvania
$407K – – –
WSFS
718
Wilmington Savings Fund Society
Delaware
$406K -$2.24K -31 -0.6%
BHB
719
Bank Hapoalim BM
Israel
$405K -$10.4K -144 -3%
BCMO
720
Buckingham Capital Management (Ohio)
Ohio
$405K +$5.63K +78 +1%
MWM
721
MorganRosel Wealth Management
Colorado
$404K -$10K -139 -2%
AWMS
722
Advocacy Wealth Management Services
Georgia
$403K -$777K -10,756 -66%
LA
723
Latitude Advisors
Florida
$403K +$88K +1,218 +29%
AB
724
Atlas Brown
Kentucky
$402K -$31.2K -432 -7%
CTI
725
Community Trust & Investment
Kentucky
$399K – – –
27 28
29
30 31