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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
701
Archford Capital Strategies
Illinois
$592K +$148K +2,026 +32%
PFA
702
Pinnacle Family Advisors
Missouri
$591K +$5.64K +77 +0.9%
BWM
703
Baystate Wealth Management
Massachusetts
$590K +$184K +2,507 +42%
FH
704
FWG Holdings
Florida
$583K -$48.2K -659 -7%
DWT
705
Dorsey & Whitney Trust
South Dakota
$581K +$11.5K +157 +2%
AIA
706
AIMZ Investment Advisors
California
$563K – – –
H6H
707
Hightower 6M Holding
Kansas
$561K +$1.1K +15 +0.2%
MGIA
708
Moneta Group Investment Advisors
Missouri
$561K +$80K +1,093 +16%
TIA
709
Traphagen Investment Advisors
New Jersey
$559K -$19.9K -272 -3%
SPAS
710
Spectrum Planning & Advisory Services
California
$559K +$20.2K +276 +4%
TA
711
TrueWealth Advisors
Alabama
$556K -$110K -1,502 -16%
VWM
712
Venturi Wealth Management
Texas
$555K -$4.76K -65 -0.8%
DP
713
Denver PWM
Colorado
$552K -$149K -2,029 -21%
BF
714
BOK Financial
Oklahoma
$550K +$952 +13 +0.2%
MHS
715
M Holdings Securities
Oregon
$547K -$721K -9,854 -56%
SS
716
Sunbelt Securities
Texas
$547K -$163K -2,223 -22%
VFIC
717
Valley Forge Investment Consultants
Pennsylvania
$540K +$4.83K +66 +0.9%
SWM
718
Selective Wealth Management
Virginia
$530K +$153K +2,084 +38%
OC
719
Oppenheimer & Co
New York
$528K -$16.5K -225 -3%
GWM
720
GSB Wealth Management
Connecticut
$525K +$293 +4 +0.1%
PMG
721
ProVise Management Group
Florida
$524K +$4.61K +63 +0.9%
GIA
722
Guyasuta Investment Advisors
Pennsylvania
$522K – – –
HSA
723
HBK Sorce Advisory
Pennsylvania
$511K -$326K -4,458 -38%
CSPIA
724
Cary Street Partners Investment Advisory
Virginia
$507K -$50.1K -685 -9%
WA
725
Waddell & Associates
Tennessee
$503K – – –
27 28
29
30 31