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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
776
Cary Street Partners Investment Advisory
Virginia
$507K – – –
GA
777
Greytown Advisors
Florida
$506K -$297K -4,170 -37%
BF
778
BOK Financial
Oklahoma
$505K +$7.68K +108 +2%
JWCA
779
J.W. Coons Advisors
Ohio
$503K +$1.07K +15 +0.2%
RPWA
780
Regent Peak Wealth Advisors
Georgia
$501K +$43.8K +615 +10%
CA
781
Claro Advisors
Massachusetts
$501K -$11.6K -163 -2%
GIA
782
Goodwin Investment Advisory
Georgia
$500K -$3.27M -45,950 -87%
CAMV
783
Concord Asset Management (Virginia)
Virginia
$499K +$492K +6,918 New
CFG
784
Cooper Financial Group
California
$496K +$31.7K +446 +7%
SS
785
Sunbelt Securities
Texas
$496K -$53.2K -748 -10%
MFG
786
Monumental Financial Group
Maryland
$496K -$159K -2,234 -25%
SWM
787
Selective Wealth Management
Virginia
$490K -$10.7K -150 -2%
SFPG
788
Stonebridge Financial Planning Group
Florida
$488K – – –
MPCG
789
Matrix Private Capital Group
New York
$488K – – –
WTC
790
WhitTier Trust Company
Nevada
$485K – – –
EIA
791
Eldridge Investment Advisors
New Hampshire
$484K -$28.5K -400 -6%
AWM
792
Ameliora Wealth Management
Switzerland
$483K – – –
MWM
793
Meridian Wealth Management
Kentucky
$481K -$8.11K -114 -2%
RWP
794
Ridgecrest Wealth Partners
California
$480K – – –
TFA
795
Tranquilli Financial Advisor
New Jersey
$478K -$24.3K -342 -5%
WHCI
796
W.H. Cornerstone Investments
Massachusetts
$477K +$10.4K +146 +2%
DAS
797
Dynamic Advisor Solutions
Arizona
$469K +$25.3K +355 +6%
SRWM
798
Shira Ridge Wealth Management
California
$469K +$462K +6,499 New
SS
799
Simplicity Solutions
Minnesota
$467K +$45.3K +637 +11%
SAM
800
Silvercrest Asset Management
New York
$466K +$1.28K +18 +0.3%
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