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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFL
751
Granite FO LLC
New Hampshire
$607K -$881K -9,279 -59%
JSL
752
JT Stratford LLC
Georgia
$606K – – –
SFPG
753
Stonebridge Financial Planning Group
Florida
$606K – – –
FA
754
FF Advisors
California
$603K -$2.85K -30 -0.5%
MAM
755
Milestone Asset Management
Pennsylvania
$603K +$94.3K +993 +18%
WA
756
Waddell & Associates
Tennessee
$600K – – –
JAA
757
Joel Adams & Associates
North Carolina
$599K +$100K +1,058 +20%
CPIA
758
Cornell Pochily Investment Advisors
New York
$599K +$1.04K +11 +0.2%
BFA
759
Brown Financial Advisory
Alabama
$598K -$186K -1,960 -23%
RCM
760
Radnor Capital Management
Pennsylvania
$597K – – –
AIA
761
Aventus Investment Advisors
Florida
$595K -$42.5K -448 -7%
BAM
762
Belpointe Asset Management
Nevada
$589K -$13.1K -138 -2%
4WM
763
4J Wealth Management
Virginia
$582K – – –
SGFG
764
Silver Grove Financial Group
New York
$581K +$316K +3,332 +113%
GC
765
GatePass Capital
Ohio
$580K – – –
MFG
766
MTM Financial Group
Pennsylvania
$577K -$21.4K -225 -3%
GC
767
Garde Capital
Washington
$577K -$67.4K -710 -10%
SS
768
Sunbelt Securities
Texas
$576K +$2.47K +26 +0.4%
SWGC
769
Summit Wealth Group (Colorado)
Colorado
$574K +$204K +2,147 +53%
RWP
770
Ridgecrest Wealth Partners
California
$574K – – –
PL
771
Parthenon LLC
Kentucky
$573K – – –
VWM
772
Venturi Wealth Management
Texas
$569K +$1.43K +15 +0.2%
HL
773
HeadInvest LLC
Maine
$567K – – –
RZH
774
Relyea Zuckerberg Hanson
Connecticut
$566K +$2.37K +25 +0.4%
EB
775
Exchange Bank
California
$566K -$19K -200 -3%
29 30
31
32 33