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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
776
LifeSteps Financial
California
$574K – – –
UBV
777
United Bank (Virginia)
Virginia
$571K – – –
EMCIP
778
Ewing Morris & Co Investment Partners
Ontario, Canada
$571K +$37.5K +400 +7%
SWA
779
SFMG Wealth Advisors
Texas
$569K +$5.81K +62 +1%
CFO
780
CVA Family Office
Colorado
$569K – – –
BCM
781
Becker Capital Management
Oregon
$569K +$560K +5,981 New
CFO
782
Collective Family Office
Pennsylvania
$568K – – –
TVAMP
783
Tennessee Valley Asset Management Partners
Tennessee
$568K +$559K +5,965 New
PG
784
Patten Group
Tennessee
$560K -$21.1K -225 -4%
FLA
785
Financial Life Advisors
Texas
$560K -$40.7K -435 -7%
GC
786
Gibson Capital
Pennsylvania
$559K – – –
CWP
787
Concord Wealth Partners
Virginia
$559K – – –
WA
788
Wealth Alliance
New York
$559K +$50.4K +538 +10%
GAM
789
GEM Asset Management
Michigan
$559K – – –
KFP
790
Kerr Financial Planning
California
$558K +$554K +5,914 New
APIM
791
Agate Pass Investment Management
Washington
$555K – – –
APW
792
Austin Private Wealth
Texas
$555K +$25.2K +269 +5%
BWMG
793
Barnes Wealth Management Group
California
$554K +$55K +587 +11%
GT
794
Glenview Trust
Kentucky
$551K -$56K -598 -9%
RFC
795
Regions Financial Corp
Alabama
$546K +$152K +1,624 +39%
KWM
796
Kingsman Wealth Management
Florida
$546K +$2.06K +22 +0.4%
EIA
797
Eldridge Investment Advisors
New Hampshire
$543K -$58.5K -625 -10%
RMAM
798
Raab & Moskowitz Asset Management
New Jersey
$541K +$249K +2,658 +88%
RFS
799
Richardson Financial Services
Massachusetts
$541K -$1.41K -15 -0.3%
BW
800
Balance Wealth
Ohio
$539K +$160K +1,705 +43%
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