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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
751
SFMG Wealth Advisors
Texas
$387K – – –
WSTAM
752
Wilbanks Smith & Thomas Asset Management
Virginia
$386K -$13M -192,182 -97%
WSFS
753
Wilmington Savings Fund Society
Delaware
$384K -$8.04K -119 -2%
SA
754
Stewardship Advisors
Pennsylvania
$382K – – –
CC
755
Copperleaf Capital
North Carolina
$378K -$458K -6,771 -55%
CTI
756
Community Trust & Investment
Kentucky
$375K -$367K -5,433 -50%
BCMO
757
Buckingham Capital Management (Ohio)
Ohio
$375K +$27K +400 +8%
WWMSC
758
Wagner Wealth Management (South Carolina)
South Carolina
$374K – – –
HCM
759
Howard Capital Management
Georgia
$373K -$215K -3,176 -38%
IA
760
Insight Advisors
Pennsylvania
$373K -$18K -266 -5%
ACS
761
Archford Capital Strategies
Illinois
$373K +$83.6K +1,237 +31%
CL
762
Choreo LLC
Illinois
$373K +$364K +5,389 New
FFA
763
Founders Financial Alliance
North Carolina
$370K -$18.4K -272 -5%
CA
764
Continuum Advisory
Idaho
$367K -$44.6K -659 -11%
MSWMA
765
Market Street Wealth Management Advisors
Indiana
$364K +$356K +5,266 New
PFA
766
Professional Financial Advisors
Nebraska
$361K +$13.4K +198 +4%
WAG
767
Winthrop Advisory Group
Massachusetts
$360K -$468K -6,927 -57%
BTWM
768
Baker Tilly Wealth Management
Wisconsin
$356K +$41.6K +615 +14%
IBOK
769
Independence Bank of Kentucky
Kentucky
$354K -$79.4K -1,175 -19%
SFA
770
Sequoia Financial Advisors
Ohio
$354K +$346K +5,121 New
GSIS
771
Global Strategic Investment Solutions
Arizona
$352K – – –
MA
772
MBA Advisors
Pennsylvania
$352K +$344K +5,084 New
SWMP
773
Signature Wealth Management Partners
New Jersey
$350K -$132K -1,951 -28%
AP
774
Appleton Partners
Massachusetts
$347K -$12.8K -189 -4%
GBT
775
Grove Bank & Trust
Florida
$346K – – –
29 30
31
32 33