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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Continuum Advisory
Idaho
$670K -$815K -11,458 -55%
PWP
727
Phillips Wealth Planners
Mississippi
$667K +$647K +9,093 New
SWM
728
Silverlake Wealth Management
Vermont
$659K -$50.2K -705 -7%
NIC
729
Northwest Investment Counselors
Oregon
$658K +$500K +7,026 +335%
TAM
730
Townsend Asset Management
North Carolina
$655K +$19.1K +268 +3%
BI
731
Berkeley Inc
Idaho
$651K +$854 +12 +0.1%
IWA
732
Intercontinental Wealth Advisors
Texas
$643K – – –
PP
733
PDS Planning
Ohio
$642K +$4.98K +70 +0.8%
WGCA
734
Wolf Group Capital Advisors
Virginia
$641K -$21.4K -301 -3%
TPWM
735
Twelve Points Wealth Management
Massachusetts
$639K – – –
MAM
736
Milestone Asset Management
Pennsylvania
$632K +$619K +8,695 New
EGA
737
E&G Advisors
Texas
$632K – – –
SCA
738
Southern Capital Advisors
Tennessee
$629K +$96.5K +1,356 +18%
SM
739
Sensible Money
Arizona
$620K +$612K +8,606 New
FG
740
Fiduciary Group
Georgia
$619K – – –
BMCM
741
Bryn Mawr Capital Management
Pennsylvania
$618K +$610K +8,566 New
RJTCONH
742
Raymond James Trust Company of New Hampshire
New Hampshire
$615K -$9.54K -134 -2%
QPWM
743
Quadrant Private Wealth Management
Pennsylvania
$611K +$603K +8,475 New
GA
744
Gateway Advisory
New Jersey
$611K +$40.9K +575 +7%
CWP
745
Concord Wealth Partners
Virginia
$608K +$600K +8,433 New
TIA
746
Traphagen Investment Advisors
New Jersey
$603K +$28.4K +399 +5%
EFG
747
Everhart Financial Group
Ohio
$599K +$40.3K +567 +7%
BSW
748
Buckingham Strategic Wealth
Missouri
$597K +$53.3K +749 +10%
CAM
749
Cidel Asset Management
Ontario, Canada
$594K -$5.34K -75 -0.9%
BFG
750
Bleakley Financial Group
New Jersey
$593K +$585K +8,227 New
28 29
30
31 32