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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Pineridge Advisors
Missouri
$608K -$11.7K -125 -2%
BAM
752
Belpointe Asset Management
Nevada
$606K -$281 -3 -0%
AT
753
Avalon Trust
New Mexico
$604K – – –
4WM
754
4J Wealth Management
Virginia
$599K -$42.1K -450 -7%
EB
755
Exchange Bank
California
$599K – – –
SWMG
756
Stillwater Wealth Management Group
Florida
$598K +$589K +6,285 New
LA
757
Lifeworks Advisors
Michigan
$596K -$10.6K -113 -2%
MCM
758
Mainstream Capital Management
California
$595K -$32.2K -344 -5%
CRWM
759
Castle Rock Wealth Management
California
$595K -$6.28K -67 -1%
GC
760
GatePass Capital
Ohio
$595K – – –
FCH
761
Freestone Capital Holdings
Washington
$594K -$28.2K -301 -5%
NCFG
762
New Century Financial Group
New Jersey
$593K -$613K -6,544 -51%
GAM
763
Grandview Asset Management
Pennsylvania
$590K -$555K -5,924 -49%
RWP
764
Ridgecrest Wealth Partners
California
$589K – – –
GC
765
Guidance Capital
Kentucky
$588K -$36.3K -388 -6%
ABC
766
Associated Banc-Corp
Wisconsin
$587K – – –
PL
767
Parthenon LLC
Kentucky
$587K – – –
SS
768
Sunbelt Securities
Texas
$587K -$11.4K -122 -2%
FMN
769
Financial Management Network
California
$586K +$1.59K +17 +0.3%
EL
770
EQ LLC
Washington
$584K -$71.1K -759 -11%
VWM
771
Venturi Wealth Management
Texas
$582K +$10.4K +111 +2%
KCM
772
KM Capital Management
Texas
$581K -$400K -4,274 -41%
MWM
773
Meridian Wealth Management
Kentucky
$581K -$281 -3 -0%
WB
774
Webster Bank
Connecticut
$577K +$16.9K +180 +3%
RZH
775
Relyea Zuckerberg Hanson
Connecticut
$576K +$2.15K +23 +0.4%
29 30
31
32 33