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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
726
Exencial Wealth Advisors
Oklahoma
$512K -$39.1K -474 -7%
CWM
727
Congress Wealth Management
Massachusetts
$511K -$31.2K -379 -6%
CCM
728
Cox Capital Management
Massachusetts
$511K -$2.31K -28 -0.5%
GC
729
Gibson Capital
Pennsylvania
$510K – – –
SC
730
Sinecera Capital
Texas
$510K +$1.24K +15 +0.2%
MWM
731
Meridian Wealth Management
Kentucky
$508K +$499K +6,050 New
WANY
732
Wealthspire Advisors (New York)
New York
$502K -$8.4K -102 -2%
CFO
733
Collective Family Office
Pennsylvania
$501K – – –
APIM
734
Agate Pass Investment Management
Washington
$501K – – –
PJSIMP
735
P.J. Schmidt Investment Management (PJS)
Wisconsin
$501K +$6.26K +76 +1%
HCA
736
Heck Capital Advisors
Wisconsin
$499K +$247 +3 +0.1%
AT
737
Avalon Trust
New Mexico
$495K – – –
HH
738
Hilltop Holdings
Texas
$494K -$10.1K -123 -2%
GL
739
Graypoint LLC
New York
$493K +$49.4K +600 +11%
PL
740
Parthenon LLC
Kentucky
$493K – – –
GAM
741
GEM Asset Management
Michigan
$493K -$6.76K -82 -1%
SWA
742
SFMG Wealth Advisors
Texas
$490K – – –
PWP
743
Phillips Wealth Planners
Mississippi
$489K +$2.8K +34 +0.6%
NRC
744
New Republic Capital
North Carolina
$482K -$12.1K -147 -2%
APA
745
Astoria Portfolio Advisors
New York
$481K +$163K +1,982 +53%
AWM
746
Alterna Wealth Management
Texas
$479K -$319K -3,876 -40%
GCM
747
Gallacher Capital Management
Colorado
$478K – – –
NHT
748
New Hampshire Trust
New Hampshire
$474K -$64.1K -778 -12%
CGFA
749
Colton Groome Financial Advisors
North Carolina
$473K -$132K -1,607 -22%
BFG
750
Bleakley Financial Group
New Jersey
$472K +$12.9K +156 +3%
28 29
30
31 32