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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
701
High Falls Advisors
New York
$652K -$15K -164 -2%
FCH
702
Freestone Capital Holdings
Washington
$651K -$112K -1,226 -14%
AWE
703
Avidian Wealth Enterprises
Texas
$651K -$15.3M -166,312 -96%
HSWS
704
Higgins & Schmidt Wealth Strategies
Colorado
$650K -$130K -1,420 -16%
KA
705
Kovack Advisors
Florida
$650K -$9.36K -102 -1%
CRWM
706
Castle Rock Wealth Management
California
$648K -$224K -2,444 -26%
SAI
707
Savvy Advisors Inc
New York
$646K +$668K +7,278 New
4WM
708
4J Wealth Management
Virginia
$645K – – –
OC
709
Oppenheimer & Co
New York
$641K -$21.4K -233 -3%
SIC
710
Salem Investment Counselors
North Carolina
$639K -$8.26K -90 -1%
WSFS
711
Wilmington Savings Fund Society
Delaware
$638K +$330K +3,594 +100%
CPRC
712
Consolidated Portfolio Review Corp
New York
$638K +$659K +7,185 New
BFG
713
Bouchey Financial Group
New York
$635K – – –
VPP
714
Vertex Planning Partners
Illinois
$634K +$66.8K +728 +11%
BWM
715
BCS Wealth Management
Tennessee
$631K -$83.4K -909 -11%
WANY
716
Wealthspire Advisors (New York)
New York
$629K +$95.5K +1,041 +17%
LWM
717
Liberty Wealth Management
California
$627K -$45.2K -493 -7%
GC
718
Guidance Capital
Kentucky
$624K +$630K +6,863 New
PRTG
719
Post Resch Tallon Group
New York
$621K +$642K +7,000 New
TKP
720
Tallon Kerry Patrick
$621K +$642K +7,000 New
GC
721
GatePass Capital
Ohio
$617K +$638K +6,950 New
WWC
722
Waypoint Wealth Counsel
Georgia
$617K -$103K -1,118 -14%
CPA
723
Clear Point Advisors
New York
$614K +$1.47K +16 +0.2%
HL
724
HeadInvest LLC
Maine
$613K – – –
WA
725
Waddell & Associates
Tennessee
$604K – – –
27 28
29
30 31