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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
751
Raleigh Capital Management
North Carolina
$455K +$163K +2,255 +49%
WF
752
Warner Financial
Maryland
$452K – – –
OC
753
Oppenheimer & Co
New York
$451K -$50.2K -696 -9%
MWM
754
Meridian Wealth Management
Kentucky
$448K -$1.59M -22,091 -77%
SFPG
755
Stonebridge Financial Planning Group
Florida
$448K – – –
MPCG
756
Matrix Private Capital Group
New York
$447K -$182K -2,519 -27%
WTC
757
WhitTier Trust Company
Nevada
$445K – – –
LF
758
LifeSteps Financial
California
$444K -$2.81K -39 -0.6%
HL
759
HeadInvest LLC
Maine
$444K – – –
BTWM
760
Baker Tilly Wealth Management
Wisconsin
$441K +$104K +1,441 +28%
AWM
761
Ameliora Wealth Management
Switzerland
$440K -$360K -5,000 -43%
RWP
762
Ridgecrest Wealth Partners
California
$440K – – –
APC
763
Aspire Private Capital
North Carolina
$439K +$17.7K +246 +4%
SAM
764
Silvercrest Asset Management
New York
$426K +$1.3K +18 +0.3%
CFG
765
Cooper Financial Group
California
$426K +$160K +2,220 +53%
RPWA
766
Regent Peak Wealth Advisors
Georgia
$420K – – –
COCM
767
Charter Oak Capital Management
New Hampshire
$419K -$44.4K -616 -9%
PPWM
768
PFG Private Wealth Management
Florida
$419K -$1.44K -20 -0.3%
WHCI
769
W.H. Cornerstone Investments
Massachusetts
$419K +$457K +6,334 New
SW
770
StrongBox Wealth
Missouri
$417K +$2.16K +30 +0.5%
PG
771
Patten Group
Tennessee
$416K +$8.22K +114 +2%
LA
772
LexAurum Advisors
Kansas
$413K +$22K +305 +5%
RFC
773
Regions Financial Corp
Alabama
$412K +$13.6K +189 +3%
RCM
774
Radnor Capital Management
Pennsylvania
$411K – – –
ABC
775
Associated Banc-Corp
Wisconsin
$408K – – –
29 30
31
32 33