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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
726
Richard P. Slaughter Associates
Texas
$502K -$133K -1,817 -20%
CA
727
Claro Advisors
Massachusetts
$499K -$575K -7,850 -52%
MWM
728
MorganRosel Wealth Management
Colorado
$496K +$20.1K +274 +4%
SCA
729
Southern Capital Advisors
Tennessee
$495K -$586 -8 -0.1%
FPAS
730
Focus Partners Advisor Solutions
Missouri
$491K -$468K -6,390 -48%
AWA
731
Arete Wealth Advisors
Illinois
$489K -$94.3K -1,288 -16%
BFA
732
Beaumont Financial Advisors
Massachusetts
$489K +$64.6K +883 +15%
DIA
733
Dana Investment Advisors
Wisconsin
$489K +$510K +6,961 New
COCM
734
Charter Oak Capital Management
New Hampshire
$488K -$126K -1,717 -20%
JWCA
735
J.W. Coons Advisors
Ohio
$488K -$28.6K -390 -5%
WF
736
Warner Financial
Maryland
$480K – – –
SFPG
737
Stonebridge Financial Planning Group
Florida
$475K -$32.6K -445 -6%
LF
738
LifeSteps Financial
California
$474K – – –
WTC
739
WhitTier Trust Company
Nevada
$472K -$7.32K -100 -1%
EFG
740
Everhart Financial Group
Ohio
$471K -$158K -2,155 -24%
HL
741
HeadInvest LLC
Maine
$471K -$90K -1,230 -15%
CWA
742
Capital Wealth Alliance
Arizona
$467K -$24.9K -340 -5%
RWP
743
Ridgecrest Wealth Partners
California
$467K – – –
CCM
744
Coldstream Capital Management
Washington
$465K +$485K +6,630 New
SAM
745
Silvercrest Asset Management
New York
$452K +$878 +12 +0.2%
EIA
746
Eldridge Investment Advisors
New Hampshire
$450K +$22K +300 +5%
APC
747
Aspire Private Capital
North Carolina
$449K -$22.6K -309 -5%
GG
748
Golden Green
South Carolina
$449K -$20.6K -281 -4%
PPWM
749
PFG Private Wealth Management
Florida
$446K +$7.83K +107 +2%
RPWA
750
Regent Peak Wealth Advisors
Georgia
$444K +$109K +1,495 +31%
28 29
30
31 32