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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWS
701
Higgins & Schmidt Wealth Strategies
Colorado
$719K +$687K +9,208 New
GT
702
Glenview Trust
Kentucky
$716K +$414K +5,546 +153%
MWM
703
MBE Wealth Management
Wisconsin
$707K -$19.2K -257 -3%
SGWM
704
Sterling Group Wealth Management
California
$703K – – –
CPL
705
CAP Partners LLC
Tennessee
$702K +$671K +8,992 New
EWA
706
Exencial Wealth Advisors
Oklahoma
$698K +$668K +8,950 New
ACM
707
Advisors Capital Management
New Jersey
$690K -$3.51K -47 -0.5%
SWA
708
Stratos Wealth Advisors
Ohio
$690K -$837K -11,223 -56%
WS
709
Wedbush Securities
California
$675K -$536K -7,181 -45%
MGIA
710
Moneta Group Investment Advisors
Missouri
$674K -$5.15K -69 -0.8%
SM
711
Sensible Money
Arizona
$672K – – –
CPRC
712
Consolidated Portfolio Review Corp
New York
$671K +$31K +416 +5%
FG
713
Fiduciary Group
Georgia
$669K – – –
RFS
714
Richardson Financial Services
Massachusetts
$667K +$637K +8,543 New
GA
715
Gateway Advisory
New Jersey
$659K +$252K +3,378 +67%
CGFA
716
Colton Groome Financial Advisors
North Carolina
$659K -$1.13M -15,080 -64%
SW
717
Simplicity Wealth
New Jersey
$654K -$206K -2,764 -25%
SWM
718
SigFig Wealth Management
California
$653K -$3.77M -50,539 -86%
CG
719
Clifford Group
Massachusetts
$652K -$382K -5,116 -38%
GC
720
Garde Capital
Washington
$652K +$623K +8,350 New
TPWM
721
Twelve Points Wealth Management
Massachusetts
$652K -$176K -2,360 -22%
AWM
722
Aspire Wealth Management
Massachusetts
$650K -$10.1K -135 -2%
EP
723
Edgestream Partners
New Jersey
$648K -$683K -9,153 -52%
SF
724
Summit Financial
New Jersey
$642K -$2.54K -34 -0.4%
O3W
725
Omni 360 Wealth
New Jersey
$641K +$613K +8,219 New
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30 31