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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
776
LGL Partners
Pennsylvania
$241K – – –
CCM
777
Coldstream Capital Management
Washington
$239K +$234K +3,648 New
CAM
778
Cresset Asset Management
Illinois
$237K -$142K -2,207 -38%
MAS
779
Managed Account Services
Florida
$237K – – –
WA
780
Wealth Architects
California
$237K +$232K +3,609 New
AWM
781
Aevitas Wealth Management
Massachusetts
$234K +$229K +3,563 New
LA
782
LVW Advisors
New York
$228K +$223K +3,472 New
PSF
783
Pacific Sun Financial
California
$227K – – –
CFW
784
CA Family Wealth
California
$227K +$222K +3,464 New
DIP
785
DT Investment Partners
Pennsylvania
$227K +$223K +3,471 New
ACM
786
Advisors Capital Management
New Jersey
$224K +$219K +3,413 New
HCA
787
Harbour Capital Advisors
Virginia
$223K – – –
FVWA
788
Foster Victor Wealth Advisors
South Carolina
$221K – – –
RPWA
789
Regent Peak Wealth Advisors
Georgia
$221K +$217K +3,373 New
RMAM
790
Raab & Moskowitz Asset Management
New Jersey
$220K – – –
FWM
791
Frontier Wealth Management
Missouri
$220K +$215K +3,352 New
CFS
792
CRA Financial Services
New Jersey
$219K +$215K +3,341 New
HB
793
Homrich & Berg
Georgia
$216K +$257 +4 +0.1%
GT
794
Glenview Trust
Kentucky
$215K +$210K +3,277 New
APP
795
Avantax Planning Partners
Iowa
$214K – – –
MSAGDF
796
Moneda SA Administradora General de Fondos
Chile
$214K +$209K +3,255 New
TWM
797
Titus Wealth Management
California
$213K -$21.8K -340 -9%
EA
798
Emerald Advisors
Washington
$212K +$203K +3,154 New
JWBC
799
J.W. Burns & Co
New York
$210K -$6.29K -98 -3%
PWA
800
Peterson Wealth Advisors
Utah
$210K – – –
30 31
32
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