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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
776
Ameritas Investment Partners
Nebraska
$566K +$558K +5,870 +2,552%
OAP
777
One Advisory Partners
Kansas
$564K -$86K -905 -13%
SWA
778
SFMG Wealth Advisors
Texas
$557K +$7.98K +84 +1%
CFO
779
CVA Family Office
Colorado
$555K – – –
BCM
780
Becker Capital Management
Oregon
$555K – – –
PPWM
781
PFG Private Wealth Management
Florida
$554K -$13.3K -140 -2%
RA
782
RFG Advisory
Alabama
$554K +$26.4K +278 +5%
LWM
783
Level Wealth Management
North Carolina
$551K +$565K +5,944 New
BIG
784
Brooklyn Investment Group
New York
$549K +$563K +5,923 New
SW
785
Simplicity Wealth
New Jersey
$546K -$74.4K -783 -12%
GAM
786
GEM Asset Management
Michigan
$544K – – –
WA
787
Wealth Alliance
New York
$544K -$24.5K -258 -4%
LOWM
788
Laurel Oak Wealth Management
New Jersey
$543K +$190 +2 +0%
APIM
789
Agate Pass Investment Management
Washington
$541K – – –
WB
790
Webster Bank
Connecticut
$540K -$14.7K -155 -3%
LF
791
LifeSteps Financial
California
$540K -$9.59K -101 -2%
PJSIMP
792
P.J. Schmidt Investment Management (PJS)
Wisconsin
$540K +$21.7K +229 +4%
EIA
793
Eldridge Investment Advisors
New Hampshire
$539K – – –
AP
794
Aspect Partners
Virginia
$538K +$208K +2,189 +61%
BWMG
795
Barnes Wealth Management Group
California
$536K +$14.5K +153 +3%
MWM
796
Meridian Wealth Management
Kentucky
$536K -$34.6K -364 -6%
GWM
797
Gilpin Wealth Management
Colorado
$535K – – –
TVAMP
798
Tennessee Valley Asset Management Partners
Tennessee
$533K -$55.2K -581 -9%
DCU
799
Dara Capital US
Florida
$533K – – –
CFO
800
Collective Family Office
Pennsylvania
$533K – – –
30 31
32
33 34