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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
701
W.H. Cornerstone Investments
Massachusetts
$674K +$55.2K +756 +9%
SS
702
Sunbelt Securities
Texas
$674K +$167K +2,288 +34%
JGCM
703
Joseph Group Capital Management
Ohio
$673K -$82.9K -1,135 -11%
SGWM
704
Sterling Group Wealth Management
California
$670K -$35.4K -484 -5%
ICP
705
Interchange Capital Partners
Pennsylvania
$668K +$159K +2,182 +32%
PP
706
PDS Planning
Ohio
$665K +$1.61K +22 +0.2%
PAWA
707
Palo Alto Wealth Advisors
California
$665K -$62.8K -860 -9%
IWA
708
Intercontinental Wealth Advisors
Texas
$663K – – –
APC
709
Aspire Private Capital
North Carolina
$662K +$26.8K +367 +4%
BI
710
Berkeley Inc
Idaho
$661K -$11.3K -154 -2%
BTWM
711
Baker Tilly Wealth Management
Wisconsin
$659K +$3.51K +48 +0.5%
4WM
712
4J Wealth Management
Virginia
$657K -$16.1K -220 -2%
SAMT
713
Select Asset Management & Trust
Pennsylvania
$656K -$2.34K -32 -0.4%
EGA
714
E&G Advisors
Texas
$651K – – –
BSW
715
Buckingham Strategic Wealth
Missouri
$651K +$35.1K +480 +6%
WP
716
WealthPLAN Partners
Nebraska
$651K -$222K -3,036 -26%
RFP
717
RCS Financial Planning
Maryland
$650K +$151K +2,073 +31%
FTS
718
Fifth Third Securities
Ohio
$647K -$105K -1,431 -14%
TAM
719
Townsend Asset Management
North Carolina
$646K -$17.5K -239 -3%
BFG
720
Bouchey Financial Group
New York
$644K -$195K -2,672 -24%
SM
721
Sensible Money
Arizona
$640K – – –
FG
722
Fiduciary Group
Georgia
$638K – – –
CRI
723
Commonwealth Retirement Investments
Virginia
$636K +$292 +4 +0%
EFG
724
Everhart Financial Group
Ohio
$630K -$3.44K -47 -0.6%
FA
725
Fountainhead AM
New Jersey
$613K -$87.9K -1,203 -13%
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