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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
701
Sterling Group Wealth Management
California
$691K -$367K -5,109 -35%
FA
702
Fountainhead AM
New Jersey
$687K -$21K -292 -3%
CPFP
703
Clear Perspectives Financial Planning
Ohio
$669K -$358K -4,975 -35%
MFG
704
Monumental Financial Group
Maryland
$667K +$164K +2,285 +33%
4WM
705
4J Wealth Management
Virginia
$659K -$94.2K -1,311 -13%
BI
706
Berkeley Inc
Idaho
$658K +$862 +12 +0.1%
MCWS
707
McKinley Carter Wealth Services
West Virginia
$656K +$81.1K +1,129 +14%
RCM
708
Raleigh Capital Management
North Carolina
$653K +$188K +2,618 +41%
FA
709
Flagstar Advisors
New York
$652K -$200K -2,779 -24%
SW
710
Simplicity Wealth
New Jersey
$650K +$313K +4,359 +95%
TAM
711
Townsend Asset Management
North Carolina
$650K -$10.9K -151 -2%
PP
712
PDS Planning
Ohio
$650K +$2.3K +32 +0.4%
IWA
713
Intercontinental Wealth Advisors
Texas
$649K – – –
ACM
714
Advisors Capital Management
New Jersey
$647K -$62.9K -875 -9%
SAMT
715
Select Asset Management & Trust
Pennsylvania
$645K -$3.44M -47,921 -84%
BTWM
716
Baker Tilly Wealth Management
Wisconsin
$641K +$112K +1,558 +21%
EGA
717
E&G Advisors
Texas
$637K – – –
SM
718
Sensible Money
Arizona
$626K – – –
WC
719
Waterloo Capital
Texas
$625K +$617K +8,588 New
FG
720
Fiduciary Group
Georgia
$624K – – –
BMCM
721
Bryn Mawr Capital Management
Pennsylvania
$623K -$431 -6 -0.1%
CRI
722
Commonwealth Retirement Investments
Virginia
$622K +$161K +2,238 +35%
APC
723
Aspire Private Capital
North Carolina
$621K +$40.8K +568 +7%
TIA
724
Traphagen Investment Advisors
New Jersey
$620K +$11.7K +163 +2%
EFG
725
Everhart Financial Group
Ohio
$620K +$14.9K +207 +2%
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