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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
701
Exchange Bank
California
$585K -$8.07K -100 -1%
FMN
702
Financial Management Network
California
$583K -$30.7K -381 -5%
WA
703
Waddell & Associates
Tennessee
$581K -$10.5K -130 -2%
HL
704
HeadInvest LLC
Maine
$581K – – –
EFG
705
Everhart Financial Group
Ohio
$577K +$41.1K +510 +8%
KV
706
Kickstand Ventures
New York
$564K -$551K -6,832 -50%
FPAS
707
Focus Partners Advisor Solutions
Missouri
$564K +$164K +2,036 +43%
EIA
708
Eldridge Investment Advisors
New Hampshire
$560K – – –
PIA
709
Panoramic Investment Advisors
Colorado
$557K -$8.55K -106 -2%
JWCA
710
J.W. Coons Advisors
Ohio
$555K +$968 +12 +0.2%
TI
711
Truepoint Inc
Ohio
$550K +$281K +3,485 +112%
JSL
712
JT Stratford LLC
Georgia
$550K -$7.58K -94 -1%
EWA
713
Exencial Wealth Advisors
Oklahoma
$549K -$192K -2,377 -27%
VPP
714
Vertex Planning Partners
Illinois
$548K -$557K -6,907 -51%
GC
715
Gratus Capital
Georgia
$542K +$523K +6,481 New
SFPG
716
Stonebridge Financial Planning Group
Florida
$540K – – –
CWM
717
Congress Wealth Management
Massachusetts
$540K +$10.2K +127 +2%
PG
718
Patten Group
Tennessee
$540K +$4.44K +55 +0.9%
NHT
719
New Hampshire Trust
New Hampshire
$537K – – –
WI
720
Wintrust Investments
Illinois
$536K -$371K -4,600 -42%
SW
721
SVB Wealth
Massachusetts
$532K -$316K -3,919 -38%
MWM
722
Mission Wealth Management
California
$532K -$5.81K -72 -1%
WTC
723
WhitTier Trust Company
Nevada
$531K – – –
RFC
724
Regions Financial Corp
Alabama
$531K +$87.9K +1,090 +21%
PAWA
725
Palo Alto Wealth Advisors
California
$530K -$51.4K -637 -9%
27 28
29
30 31