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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
726
Belpointe Asset Management
Nevada
$529K +$30.3K +376 +6%
HGWM
727
Horst & Graben Wealth Management
Oregon
$525K -$3.53M -43,699 -87%
WS
728
Wedbush Securities
California
$524K -$192K -2,376 -27%
FA
729
Fermata Advisors
California
$521K +$26.2K +325 +5%
CA
730
Claro Advisors
Massachusetts
$520K +$62.9K +780 +14%
CWA
731
CM Wealth Advisors
Ohio
$520K +$511K +6,333 New
TWA
732
TCI Wealth Advisors
Arizona
$520K – – –
FA
733
Flagstar Advisors
New York
$519K +$42.3K +524 +9%
RCM
734
Radnor Capital Management
Pennsylvania
$519K – – –
RWP
735
Ridgecrest Wealth Partners
California
$517K -$24.2K -300 -5%
ABC
736
Associated Banc-Corp
Wisconsin
$516K – – –
MCWS
737
McKinley Carter Wealth Services
West Virginia
$516K -$69.2K -858 -12%
PD
738
Planning Directions
Pennsylvania
$514K -$12.5K -155 -2%
P
739
&Partners
Tennessee
$513K -$83.7K -1,037 -14%
PPWM
740
PFG Private Wealth Management
Florida
$512K – – –
LF
741
LifeSteps Financial
California
$511K – – –
LA
742
LPF Advisors
Florida
$511K -$40.3K -500 -8%
CCM
743
Cox Capital Management
Massachusetts
$511K +$25.3K +313 +5%
WANY
744
Wealthspire Advisors (New York)
New York
$508K -$29.8K -369 -6%
GC
745
Gibson Capital
Pennsylvania
$508K -$9.68K -120 -2%
SC
746
Sinecera Capital
Texas
$506K +$1.45K +18 +0.3%
AF
747
Advisornet Financial
Minnesota
$505K -$1.26M -15,662 -72%
HH
748
Hilltop Holdings
Texas
$502K -$2.28M -28,318 -83%
MAM
749
Milestone Asset Management
Pennsylvania
$500K -$19.8K -245 -4%
CFO
750
Collective Family Office
Pennsylvania
$499K – – –
28 29
30
31 32