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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
726
Traphagen Investment Advisors
New Jersey
$639K -$220K -2,904 -26%
DWT
727
Dorsey & Whitney Trust
South Dakota
$630K -$84K -1,110 -12%
BJL
728
Brighton Jones LLC
Washington
$625K +$68.2K +901 +13%
AIA
729
AIMZ Investment Advisors
California
$622K – – –
OFG
730
Oxford Financial Group
Indiana
$622K +$218K +2,884 +56%
VWM
731
Venturi Wealth Management
Texas
$618K -$44.3K -585 -7%
CF
732
Clarity Financial
Texas
$618K +$603K +7,965 New
H6H
733
Hightower 6M Holding
Kansas
$618K +$603K +7,969 New
HL
734
HeadInvest LLC
Maine
$616K -$1.74K -23 -0.3%
CSPIA
735
Cary Street Partners Investment Advisory
Virginia
$614K -$64.6K -853 -10%
FG
736
Fiduciary Group
Georgia
$607K – – –
BF
737
BOK Financial
Oklahoma
$607K +$3.33K +44 +0.6%
OC
738
Oppenheimer & Co
New York
$601K -$81K -1,070 -12%
SFG
739
Sowa Financial Group
Rhode Island
$601K +$681 +9 +0.1%
SPAS
740
Spectrum Planning & Advisory Services
California
$596K -$351K -4,630 -38%
VFIC
741
Valley Forge Investment Consultants
Pennsylvania
$592K +$1.97K +26 +0.3%
TRCT
742
Tower Research Capital (TRC)
New York
$587K +$573K +7,565 New
GWM
743
GSB Wealth Management
Connecticut
$579K -$25.6K -338 -4%
GIA
744
Guyasuta Investment Advisors
Pennsylvania
$576K – – –
SYBT
745
Stock Yards Bank & Trust
Kentucky
$576K +$88.6K +1,170 +19%
PMG
746
ProVise Management Group
Florida
$574K +$165K +2,182 +42%
JWCA
747
J.W. Coons Advisors
Ohio
$569K +$909 +12 +0.2%
WCA
748
Waypoint Capital Advisors
Minnesota
$565K – – –
BW
749
Bison Wealth
Georgia
$565K +$205K +2,702 +59%
SFPG
750
Stonebridge Financial Planning Group
Florida
$560K -$76 -1 -0%
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