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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
751
FF Advisors
California
$617K – – –
QCM
752
QRG Capital Management
Illinois
$616K +$124K +1,310 +26%
SFG
753
Sovereign Financial Group
Connecticut
$611K -$53.5K -564 -8%
SFPG
754
Stonebridge Financial Planning Group
Florida
$611K -$19K -200 -3%
SWGC
755
Summit Wealth Group (Colorado)
Colorado
$600K +$2.56K +27 +0.4%
RZH
756
Relyea Zuckerberg Hanson
Connecticut
$599K +$10.6K +112 +2%
RWP
757
Ridgecrest Wealth Partners
California
$597K – – –
CRC
758
Curi RMB Capital
Illinois
$597K +$587K +6,185 New
VWM
759
Venturi Wealth Management
Texas
$592K – – –
HL
760
HeadInvest LLC
Maine
$591K +$1.33K +14 +0.2%
AIP
761
Ameritas Investment Partners
Nebraska
$588K – – –
CFO
762
CVA Family Office
Colorado
$586K +$8.73K +92 +2%
CPA
763
Clear Point Advisors
New York
$584K +$574K +6,050 New
SWA
764
SFMG Wealth Advisors
Texas
$579K – – –
EB
765
Exchange Bank
California
$579K -$9.49K -100 -2%
BCM
766
Becker Capital Management
Oregon
$577K – – –
PPWM
767
PFG Private Wealth Management
Florida
$577K – – –
FLPIM
768
F.L. Putnam Investment Management
Massachusetts
$575K +$23.7K +250 +4%
BWMG
769
Barnes Wealth Management Group
California
$574K +$15.6K +164 +3%
4WM
770
4J Wealth Management
Virginia
$572K -$32.4K -341 -5%
GAM
771
GEM Asset Management
Michigan
$566K – – –
LOWM
772
Laurel Oak Wealth Management
New Jersey
$562K -$2.66K -28 -0.5%
LWM
773
Level Wealth Management
North Carolina
$562K -$11.6K -122 -2%
AIA
774
Aventus Investment Advisors
Florida
$560K -$57.8K -609 -9%
WA
775
Wealth Alliance
New York
$558K -$7.97K -84 -1%
29 30
31
32 33